Uptima Customer Success Stories

Case Studies

Enterprise Information & Services Provider

Eliminating revenue leakage
Salesforce CPQ, Sales Cloud
Subscription Software

Irrigation & Agricultural Services Company

Improved revenue forecasting
Salesforce Billing, Salesforce CPQ, Sales cloud
Manufacturing

Enterprise Heating, Ventilation & Air Company

Decreased sales cycle time
Salesforce CPQ, DocuSign CLM
Maintenance & Install Services

MarketForceAI

Automating Customer Engagement in Digital Marketing
Agentforce
Digital Marketing

ProcureAI

Empowering Efficient Password Resets
Agentforce
Software Publishing & Management

ERPforceAI

Automating Billing Inquiry Management
Agentforce
Software Development

FundraiseAI

Personalized AI-Powered Email Outreach
Agentforce
Software Development (Fundraising)

TextAIForce

Automating Customer Service for Texting Solutions
Agentforce
Information Technology

RealEstateAI

Natural Language AI for Real Estate Management
Agentforce
Real Estate

CoachAI

AI-Driven Professional Services Automation
Agentforce
Business/Productivity Software

AirCareAI

Streamlining Customer Service in Air Care Solutions
Agentforce
Technology-enabled Air Care Services

HealthCareAI Assist

Efficient AI-Assisted Pharmacy Support
Agentforce
Health Care

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