Uptima Customer Success Stories

Case Studies

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

Truck Trailer Manufacturer

Unified the sales process
Manufacturing Cloud
Manufacturing

Medical Imaging Company

Accelerated service and efficiency
Salesforce Field Service, ServiceMax Asset 360, Sales Cloud, Service Cloud
Medical Device

Solar Energy Company

Revolutionized document management
DocuSign CLM, DocuSign eSignature
Energy

Enterprise Data Company

Optimized enterprise data solutions
Salesforce CPQ
Subscription Software

Compliance & Archiving Company

Transformed UX and streamlined operations
Salesforce Revenue Cloud, Field Service
Subscription Software

Communications Manufacturer

Implemented advanced solutions to achieve real-time insights and reduce human error
Manufacturing Cloud, DocuSign CLM
Manufacturing

Commercial Door Repair Company

Modernized field operations through digital transformation
Service Cloud, Salesforce CPQ, DocuSign CLM
Maintenance & Install Services

Electrical Services Company

Optimized asset management and reduced revenue leakage
Salesforce Field Service, ServiceMax Asset 360
Commercial Business Services

Packaging Solutions Company

Unified business systems for enhanced customer interaction
Sales Cloud, Service Cloud, HubSpot
Commercial Business Services

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