Enhanced data accessibility and simplified user management
Industrial Equipment Company provides a comprehensive range of industrial equipment and doors.
Enabled sales reps to seamlessly access key data
Transitioned from fragmented systems to a unified digital platform
Facilitated a more dynamic and integrated approach to managing sales and service processes
Streamlined workflows and enhanced data accessibility
Executive Sponsor
Industry
Products
Services
Challenges
Customer's disconnected sales and service systems led to inefficiencies
Key records couldn’t be created and updated in real-time
Visibility of crucial data such as work orders was limited
Lack of effective communication tools resulted in internal coordination gaps
Results
Uptima implemented Salesforce Experience Cloud to enhance operational efficiency and user experience:
Streamlined access to records through predefined list views
Automated work order notifications for efficient communication
Enhanced data security with customized sharing rules and field-level security
Improved reporting with tailored dashboards and field enhancements
Simplified user management by supporting multiple personas with a single profile
Upgraded UI/UX with a branded template and tailored object record pages