What We Do
Services
AI Advisory
Salesforce and Agentforce Implementation
Managed Applications and AI
Salesforce Products
Agentforce & Data Cloud
Field Service & Service Cloud
Revenue Cloud Advanced (RCA) and Sales Cloud
Docusign Products
Intelligent Agreement Management (IAM)
Contract Lifecycle Management (CLM)
Elevate
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How Elle Works
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Who We Serve
Industries
Consumer Goods
Construction
Field Service Teams
Home & Business Services
Manufacturing
Medical Technology
Technology
Trade Professionals
Utilities
About Us
Our Approach
Everything to Revenue
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AI in Everything
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Our People
Our Culture
Our Team
Careers
Our Expertise
Case Studies
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Uptima Customer Success Stories
Case Studies
Medical Equipment Manufacturer
Uptima modernized a legacy service operation for a top medical equipment manufacturer
Salesforce Field Service | Uptima Visual Context Engine
Medical Manufacturing
Senske
Uptima streamlines service ops with Salesforce enabling Senske to quickly scale nationwide
Service Cloud | Field Service | Sales Cloud | MuleSoft
Home and Trades Services
Kawasaki
Uptima delivers AI-powered support for Kawasaki’s partner network with Salesforce & Anthropic
Claude API | Claude Agent SDK | Agentforce | Experience Cloud | Uptima Visual Context Engine
Manufacturing
FourGen
Helping FourGen’s Service Team close gaps and spot new opportunities with Salesforce Sales and Field Service
Salesforce Sales Cloud | Salesforce Field Service | Integration: Microsoft Dynamics 365 Business Central
Trades Services
Medical Equipment Manufacturer
Uptima reduces asset and service revenue leakage for Med Tech Manufacturer
Service Cloud, Salesforce Field Service, ServiceMax Asset 360
Medical Device
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
Safety Consulting Firm
Boosted efficiency and drastically reduced time with applied AI
Elevate GenAI, Salesforce Field Service, Service Cloud
Manufacturing
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