About Uptima

We Make the Complex
Remarkably Simple

Uptima is a Summit Salesforce consulting partner specializing in AI-powered solutions for asset-focused industries. Since 2007, we've been transforming how companies build and service products by streamlining sales and service cycles with intelligent automation.

What We Do

We connect and transform sales and service cycles on the Salesforce platform. By blending cutting-edge AI with deep industry expertise, we help manufacturers, trade professionals, and field service teams unify every step of their sales and service processes.

Our approach focuses on two powerful ideas:

AI in Everything™ - Adding intelligent automation to all your business processes‍
Everything to Revenue™ - Finding income opportunities in every customer interaction

Our Approach

Our History

2007

Founded in 2007 by consultants Sigi Wise and Boaz Meridor, Uptima began with a simple vision: to help companies simplify their business processes. They saw the gap between businesses and technology and created a better way to bridge it.

2022

From these beginnings, Uptima has grown to become a leading Salesforce partner with over 600 clients. In 2022, we made the strategic decision to focus heavily on AI solutions.

Today

Today, we're recognized as the #4 Agentforce partner globally, with 35+ successful Agentforce clients and over 75 certified Agentforce consultants.

Why Choose Uptima

Deep Industry Expertise

We focus on businesses that build or service products, including manufacturing, MedTech, field service, and trade professionals.

Strategic Partnerships

We're backed by Salesforce Ventures and Docusign Ventures, and hold four Salesforce Product Advisory Board positions.

Measurable Results

Our clients see real improvements

20%

faster work order completion

92%

shorter call handle times

20%

decrease in repair time

faster equipment quoting

Comprehensive Solutions

We deliver end-to-end transformation across

Service Cloud & Field Service

Revenue Cloud & Sales Cloud

Agentforce & AI Solutions

Docusign & Agreement Management

Uptima team after Uptima's The Factory at Spur event

Uptima team members selfie including Sam Calvo

Selfie of Brie Hintze and Becky Willis of Uptima at Salesforce Trailblazers event

Uptima leadership team selfie laughing and smiling

Uptima and MAXAR team, including Bill Reilly VP, Delivery at Uptima smiling at work lunch

The People Behind Uptima's Success

Our Culture

We make things better—for ourselves, our customers, and our partners. At Uptima, we live out our values every day through our actions and decisions.

Our Core Values

Curiosity

We ask "Why?" and "Could this be easier?" and don't rest until we find answers. As fixers and builders, we constantly seek better solutions for complex problems.

Stewardship

We treat your business as our own. We'll say no to a solution if it's not right for you because your success is our success.

Team-Player

We value people who are:

Humble - putting team wins before personal recognition
Hungry - going above and beyond
‍People Smart - understanding what others need

Our team is made of a diverse group of talent.

50%

Female Workforce

40%

Veterans
and Military Spouses

170+

Employees
Across North America, APAC, and Israel

800+

Product Certifications

75+

AI certifications

Uptima team gathered together for an in-person event at the Andy Warhol Museum in Pittsburgh

As a fully remote company, we support each other while solving complex problems. We work hard and have fun, focusing on excellence, growth, and purpose.

Uptima Serves

Giving back is part of who we are. Through Pledge 1%, we donate our time to community projects and offer Volunteer Time Off to our team.

Uptima team members contributing to their community by caring for public space

Our Team

Our leaders bring decades of experience in Salesforce, Docusign, AI innovation, and industry transformation. They've delivered over $1 billion in results for manufacturing, MedTech, field service, and trade professional clients.