Uptima Customer Success Stories

Case Studies

Medical Equipment Manufacturing

Reduced asset & service revenue leakage
Service Cloud, Salesforce Field Service, ServiceMax Asset 360
Medical Device

HVACforceAI

AI-Enhanced HVAC Technical Support
Agentforce
Manufacturing, HVAC

HomeImproveAI

Automating Job Installation Packet Generation
Agentforce
Home Improvement

AssistAI

Enhancing Fan Interaction with Instant Answers
Agentforce
Entertainment

QualityAutoAI

Simplifying Customer Inquiry Management
Agentforce
Manufacturing

AssistAI

Enhancing Fan Interaction with Instant Answers
Agentforce
Fan Engagement, FAQ Automation

Payroll Solutions Provider

Improved efficiency and transparency in contract management and sales operations
DocuSign CLM, DocuSign eSignature, Salesforce
Commercial Business Services

Hydration Technology Company

Streamlined customer service operations and optimized field service management
Salesforce Experience Cloud, Salesforce Field Service, and Service Cloud
Manufacturing

Energy Trade Association

Modernized operations and enhanced efficiency
DocuSign CLM, DocuSign eSignature
Energy

Engineering and IT Services Company

Implemented an automated approval workflow and secure signing processes
DocuSign CLM, DocuSign eSignature
Technology

Window and Door Provider

Optimized communication channels and service processes
Sales Cloud, Service Cloud, Salesforce Field Service
Manufacturing

Identity Verification Company

Implemented quoting process and automated billing
Salesforce CPQ, Salesforce Billing
Technology

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