Introduced an internal strategic initiative to automate the quoting process
Fuel Solutions Company helps provide cleaner fuel solutions for commercial vehicles.
Uptima was introduced to help customer with an internal strategic initiative to implement Salesforce
2 weeks from introduction to SOW Execution based on our accelerated CPQ scoping framework
8 weeks engagement at Fixed Price and Fixed easy-to-execute 6 pages SOW
Executive Sponsor
Industry
Products
Services
Challenges
Manual quoting was based on Excel and paperwork
Limited and outdated business process for product selection and configuration, pricing and approvals, and quoting
Salesforce was purchased almost 18 months ago but used only as a contacts database
Results
Uptima implemented Salesforce CPQ to meet ME requirements
Introduced basic opportunity management
Users are now able to select, price, approve and quote products
Guided Selling ensured all products were included
Improved the approval process for discounting
"Uptima is a great partner. They were fantastic during the scoping process for CPQ for one of my customers.
The feedback from them was that they were extremely impressed by their knowledge, thoroughness, and professionalism. They are certainly my go-to CPQ partner!"
Account Executive,
Mid-Commercial Manufacturing West