Success Stories

Featured story

Helping FourGen’s Service Team close gaps and spot new opportunities with Salesforce Sales and Field Service

FourGen has been around for 113 years, operating as a family-owned holding company for four specialized businesses focusing on electrical construction, supply, and hardware. Their leadership looked to Salesforce Sales and Field Service solutions to drive efficiency and tap into new revenue opportunities.

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Results (0)
Medical Manufacturing

Uptima modernized a legacy service operation for a top medical equipment manufacturer

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Field Service
Asset Management
Salesforce Service Cloud
Medical Technology
Medical Device
Manufacturing
Home and Trades Services

Uptima streamlines service ops with Salesforce enabling Senske to quickly scale nationwide

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Salesforce Service Cloud
Salesforce Field Service
Salesforce Sales Cloud
Home & Business Services
Manufacturing

Uptima delivers AI-powered support for Kawasaki’s partner network with Salesforce & Anthropic

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Agentforce
Salesforce Experience Cloud
Uptima Visual Context Engine
Claude
Manufacturing
Trades Services

Helping FourGen’s Service Team close gaps and spot new opportunities with Salesforce Sales and Field Service

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Salesforce Field Service
Salesforce Service Cloud
Trade Professionals
Home & Business Services
Medical Device

Uptima reduces asset and service revenue leakage for Med Tech Manufacturer

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Asset Management
Field Service
Salesforce Sales Cloud
Medical Technology
Finance

Unified commercial, technical, and account teams

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Field Service
Salesforce Service Cloud
Other
Security

Revitalized partner portal to improve UX and boost adoption

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Experience Cloud
Field Service
Medical Technology
Commercial Business Services

Improved efficiency and transparency in contract management and sales operations

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CLM
Docusign
Salesforce Sales Cloud
Consumer Goods
Manufacturing

Enhanced data accessibility and simplified user management

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Experience Cloud
Salesforce Sales Cloud
Utilities
Manufacturing

Streamlined customer service operations and optimized field service management

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Experience Cloud
Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Technology
Energy

Modernized operations and enhanced efficiency

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CLM
Docusign
Utilities
Technology

Strengthened service management and resource planning

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Asset Management
Manufacturing
Technology

Implemented an automated approval workflow and secure signing processes

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CLM
Docusign
Technology
Subscription Software

Enhanced system efficiency and quoting processes

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Revenue Cloud
Salesforce Sales Cloud
Technology
Technology

Improved quoting process and sales efficiency

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Revenue Cloud
Salesforce Sales Cloud
Technology
Manufacturing

Optimized communication channels and service processes

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Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Manufacturing
Technology

Implemented quoting process and automated billing

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Revenue Cloud
Salesforce Sales Cloud
Technology
Medical Device

Maximized processes for enhanced efficiency

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Asset Management
Technology
Technology

Increased user adoption in Salesforce

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Salesforce Sales Cloud
Home & Business Services
Manufacturing

Boosted efficiency and drastically reduced time with applied AI

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AI
Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Field Service Teams
Manufacturing

Unified the sales process

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No items found.
Manufacturing
Medical Device

Accelerated service and efficiency

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Field Service
Revenue Cloud
Salesforce Sales Cloud
Medical Technology
Energy

Revolutionized document management

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CLM
Docusign
Utilities
Subscription Software

Optimized enterprise data solutions

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Revenue Cloud
Salesforce Sales Cloud
Technology
Subscription Software

Transformed UX and streamlined operations

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Field Service
Salesforce Sales Cloud
Technology
Subscription Software

Elevated pricing and quoting efficiency

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Revenue Cloud
Salesforce Sales Cloud
Technology
Manufacturing

Streamlined operations and improved productivity

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Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Manufacturing
Technology

Optimized quoting processes and enhanced CPQ functionality to boost productivity

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Salesforce Sales Cloud
Revenue Cloud
Technology
Media

Automated contracting to boost revenue potential

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Docusign
Technology
Manufacturing

Implemented advanced solutions to achieve real-time insights and reduce human error

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Asset Management
Field Service
Salesforce Sales Cloud
Manufacturing
Maintenance & Install Services

Modernized field operations through digital transformation

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CLM
Docusign
Revenue Cloud
Salesforce Sales Cloud
Salesforce Service Cloud
Field Service Teams
Commercial Business Services

Optimized asset management and reduced revenue leakage

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Asset Management
Field Service
Salesforce Sales Cloud
Technology
Commercial Business Services

Unified business systems for enhanced customer interaction

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Salesforce Service Cloud
Consumer Goods
Medical Device

Enhanced operational efficiency in service delivery

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Asset Management
Field Service
Salesforce Sales Cloud
Medical Technology
Commercial Business Services

Successfully transitioned from manual, paper-based systems to a fully digital workflow

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CLM
Docusign
Home & Business Services
Maintenance & Install Services

Drove process efficiency through digital transformation

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CLM
Docusign
Field Service Teams
Commercial Business Services

Revolutionized operations by unifying systems

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Field Service
Revenue Cloud
Salesforce Sales Cloud
Salesforce Service Cloud
Home & Business Services
Commercial Business Services

Streamlined 3 different business processes into 1 to unify fragmented departments, giving visibility to all key stakeholders

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Asset Management
Field Service
Salesforce Sales Cloud
Trade Professionals
Subscription Software

Established a self-serve model for customers

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Asset Management
Field Service
Salesforce Sales Cloud
Technology
Commercial Business Services

Increased efficiency for time to schedule, routing, data management, and Asset tracking

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Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Home & Business Services
Media

Provided a smooth transfer from the old system to DocuSign CLM

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Field Service
Salesforce Sales Cloud
Technology
Subscription Software

Improved the visibility and accuracy of the pipeline to all management levels.

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Revenue Cloud
Salesforce Sales Cloud
Technology
Medical Device

Used integration abilities & ERP knowledge to enable customer

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Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Manufacturing
Automotive

Accurate estimation of parts and costs for repair orders and over-the-counter purchase orders

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Field Service
Manufacturing
Manufacturing

Streamlined and simplified quote output

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CLM
Docusign
Revenue Cloud
Salesforce Sales Cloud
Manufacturing
Subscription Software

Achieved consistency in contract language

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CLM
Docusign
Revenue Cloud
Salesforce Sales Cloud
Technology
Manufacturing

Introduced an internal strategic initiative to automate the quoting process

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CLM
Docusign
Revenue Cloud
Salesforce Sales Cloud
Manufacturing
Retail Consumer Goods

Visibility into in progress contracts and their status allows for improved communication across teams

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Docusign
Medical Technology
Subscription Software

Increased compliance with most up-to-date language and automated templates

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CLM
Docusign
Technology
Subscription Software

Significantly increased visibility into contracts

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CLM
Docusign
Technology
Manufacturing

Automated multi-level contract review process

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Asset Management
Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Consumer Goods
Manufacturing

Implemented Salesforce Service Cloud for clearer communication among customers and field technicians

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Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Manufacturing
Manufacturing

Provided operation efficiency and scalability for manual workload processes

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Revenue Cloud
Salesforce Sales Cloud
Manufacturing
Commercial Business Services

Streamlined & simplified proposal output

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Docusign
Revenue Cloud
Salesforce Sales Cloud
Technology
Manufacturing

Eliminated several manual processes by implementing automated systems

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CLM
Docusign
Technology
Manufacturing

Flexibility and fast around time for all deliverables required by customer during the sales cycle

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CLM
Docusign
Manufacturing
Manufacturing

Reduced manual work through automated processes with Docusign CLM

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Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Manufacturing
Subscription Software

Increased cross-sell and upsell opportunities

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Revenue Cloud
Technology
Subscription Software

Established business case for upgrading current CPQ solution in future phase

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Manufacturing Cloud
Asset Management
Field Service
Salesforce Sales Cloud
Salesforce Service Cloud
Technology
Subscription Software

Consolidated all products into one quoting system

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CLM
Docusign
Revenue Cloud
Salesforce Sales Cloud
Technology
Subscription Software

Broke down communication barriers between business practices

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Revenue Cloud
Salesforce Sales Cloud
Salesforce Service Cloud
Technology
Technology

Improved traceability, tracking quote through the sales process

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CLM
Docusign
Revenue Cloud
Salesforce Sales Cloud
Technology

Reduced asset & service revenue leakage

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No items found.
Manufacturing

Optimized schedules, reducing travel time, and associated costs for trainers

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Asset Management
Field Service
Salesforce Service Cloud
Field Service Teams
Subscription Software

Eliminating revenue leakage

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Revenue Cloud
Salesforce Sales Cloud
Utilities
Energy
Subscription Software

Improved visibility & accuracy of pipeline for all stakeholders

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Revenue Cloud
Salesforce Sales Cloud
Technology
Subscription Software

Automated agreement generation and signing

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CLM
Docusign
Revenue Cloud
Salesforce Sales Cloud
Technology
Manufacturing

Improved revenue forecasting

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Field Service
Revenue Cloud
Salesforce Sales Cloud
Salesforce Service Cloud
Manufacturing
Maintenance & Install Services

Decreased sales cycle time

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CLM
Docusign
Revenue Cloud
Salesforce Sales Cloud
Field Service Teams
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