From your first quote to final installation and beyond, Uptima connects your entire service-to-revenue lifecycle into one integrated solution using Salesforce.
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We help manufacturing, construction, med tech, and trade service companies unify their service-to-revenue workflow with Salesforce.
Turn service operations into revenue-generating opportunities.
Learn more ➝Accelerate sales and create intelligent connections to service.
Learn more ➝Deploy headless AI agents that deliver immediate business impact.
Our Salesforce credentials reflect the work we have put in across hundreds of transformations in asset-focused industries. We stay close to where the platform is headed and bring that knowledge into every engagement.
Employees across the globe
Salesforce certifications
Partner advisory boards
We were one of the first partners to earn the FDE designation, and we got the invite because of how we deploy AI in demanding enterprise environments. That same work earned us a seat on the Agentforce partner advisory board.
Your service agents, field techs, and sales reps get AI that works inside Salesforce itself. It's part of the flow they already know, not a separate tool they have to spend time learning.
We'll work with your leadership team to dig into how your service org creates value. Then, we'll design intelligent processes and implement them with Salesforce and Agentforce.
We start with your workflow.
Before we touch Salesforce, we learn your business process and connect the data that runs it (customers, products, assets, service history, technicians, and revenue), so it all works together.
We build it with you, step by step.
We work in short cycles and check in often, so you can see the work take shape and course-correct early. We never leave you waiting months to find out if something is right.
We set you up for what's next.
Your business will grow, and we set you up for it. What we build supports new tools like Agentforce and Data 360, and it holds up through acquisitions and the fast pace of PE-backed growth.
We use AI all the way through our work to move faster. It helps at every step, but a named Uptima consultant reviews every output and owns it. So you get faster delivery, and a real person always stays behind the work.
We use NotebookLM to pull key details out of discovery calls.
We use Claude to draft technical specs and plans quickly.
Our developers use Cursor to write integration code faster.
We automatically turn your requirements into test cases.
We work with asset-focused companies to design and build Salesforce solutions that connect service to revenue.
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