Success Story

Uptima streamlines service ops with Salesforce enabling Senske to quickly scale nationwide

Products
Salesforce Service Cloud
Salesforce Field Service
Salesforce Sales Cloud
Industry
Home and Trades Services
Number of users
1100
Timeline
7 months
Uptima services
Salesforce Implementation

The Challenge

Senske struggled to scale service amid rapid expansion

The organization's rapid expansion and recent mergers and acquisitions outpaced its systems for service planning, dispatch, and tracking, which still relied on manual processes.

Onboarding a newly acquired business took roughly six weeks, and the lack of a standardized onboarding and integration model made each acquisition inconsistent—undermining brand confidence at exactly the moment new operations needed to prove themselves.

The problem was compounded at the platform level. More than 40 separate RealGreen orgs had accumulated across the business, complicating the enterprise architecture and making it nearly impossible to standardize across new instances. As a result, the expected ROI from each acquisition was delayed and margins were squeezed.

At the same time, field service teams needed better tools to do their jobs efficiently, while customers expected an improved overall experience. Legacy quoting and billing processes also had to be streamlined and modernized to keep pace with growing business demands.

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The Solution

Uptima helps transform operations and customer engagement through a unified Salesforce solution built to scale across its family of businesses.

The company consolidated its data using Service Cloud, automated its billing processes with Revenue Cloud, and improved visibility by launching an Experience Cloud portal.

At the core of the engagement was a deep enterprise integration effort—enabling seamless data flow across Work Orders, Inventory, Orders, Files, Invoices, and Service Contracts—to establish a single, accurate source of truth. This centralized, reliable data foundation now powers consistent reporting across the organization and positions Senske to leverage AI going forward.

On the feild operations side, Uptima automated route planning, resource management, and the scheduling of maintenance plans.

This foundation made rapid growth possible. Uptima built a repeatable model for onboarding newly acquired companies through M&A, allowing Senske to fold new operations into a common platform quickly and consistently.

By centralizing customer data across the organization, the business significantly improved both operational visibility and overall customer engagement.

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Key Results

  • 1100 users enabled by a new unified system
  • In a span of just 7 months, the company successfully deployed the unified solution, fully enabling 1,100 users with modern tools, streamlined workflows, and centralized data.

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