uptima.com Open in urlscan Pro
2a06:98c1:3121::3  Public Scan

Submitted URL: http://uptima.com/
Effective URL: https://uptima.com/
Submission: On September 12 via manual from IN — Scanned from NL

Form analysis 1 forms found in the DOM

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Text Content

CONTACT
 * Services
   * Strategic Advisory
   * Change Management
   * End-to-end Implementations
   * Data & Integration
   * Managed Services
   * Elevate
 * Industries
   * Manufacturing
   * Medical Device
   * Commercial Business Services
   * Maintenance & Install Services
   * Subscription Software
   * Automotive
   * Energy
 * Platforms
   * Salesforce Revenue Cloud
   * Salesforce Service & Field Service
   * Salesforce Manufacturing Cloud
   * DocuSign CLM
   * Servicemax Asset 360
 * About Us
   * Our Approach
   * Case Studies
   * News & Insights
   * Careers
   * Events
   * Dreamforce
 * Contact Us


TALK WITH US.

1-408-933-9505
info@uptima.com
Fields marked with an * are required
First Name *


Last Name *


Email *


Phone


Company *


Department




If you are a human seeing this field, please leave it empty.



SMART STRATEGIES AND UNIFIED TECHNOLOGY TO OPTIMIZE AND DRIVE EVERYTHING TO
REVENUE.™


 * SELL THE RIGHT PRODUCTS & SERVICES AT THE RIGHT PRICE ACROSS ALL CHANNELS


 * STREAMLINE YOUR CONTRACT LIFECYCLE WITH DOCUSIGN CLM


 * AUTOMATE THE END-TO-END PRODUCT-TO-CASH JOURNEY


 * DELIVER BETTER SERVICE EVERYWHERE — VIRTUALLY AND IN THE FIELD


 * CONNECT SALES AND SERVICE TO CAPTURE REVENUE AT EVERY CUSTOMER TOUCH POINT


 * PROVIDE SUPERIOR CUSTOMER SERVICE REMOTELY AND IN THE FIELD.


 * UP-SELL, CROSS-SELL AND MONETIZE EVERY TOUCHPOINT






OUR TEAM AND CULTURE HAVE NO ROOM FOR ANYTHING BUT ABSOLUTE SUCCESS.



Strategy Focused.  Solutions, not just implementations. We're your wide angle
lens to visualize improvements across organizational functions.

Platform Mastery. Deep, focused expertise. Unparalleled knowledge in Salesforce,
DocuSign, and all Asset to Revenue™ cycle software.

Outcome Intensity.  Urgency for results. We know the gravity of our impact and
treat each engagement as a mission to win.

Cultural Vibrancy.  Happy, passionate people. Working with partners who love
what they do and where they work make successful engagements also enjoyable.


170+

Employees


15

Years Experience




5 STAR

AppExchange Rating


150+

Clients


EVERYTHING TO REVENUE™

Accelerate your top line across every single customer touch point. Seamlessly.

Finally, a tech stack to monetize all touch points across all channels.

We approach products and pain-points with your entire business process in mind.
Not just what your business looks like today, but also what you want your
business to look like several years from now. With this approach, we build a
solution that can— and will — grow with you.

See Our Approach


OUR SERVICES

Strategic Advisory

Identify pivotal opportunities for growth

Explore Strategic Advisory

Change Management

Train your teams on the new processes for a happier transition

Explore Change Management

End-to-End Implementations

Connect all Asset and Revenue platforms seamlessly

Explore End-to-End Implementations

Data & Integration

Connect your platforms and information systems

Explore Data & Integration

Managed Services

Continuous operational excellence no matter the challenge

Explore a partnership with us

OUR PLATFORMS

Salesforce Revenue Cloud

Drive data and efficiency with automation across the entire product-to-cash
journey

Explore Salesforce Revenue Cloud

Salesforce Manufacturing Cloud

Drive revenue for manufacturing with reduced operational costs and unified
visibility.

Explore Salesforce Manufacturing Cloud

Salesforce Service & Field Service

Transform your field operations on the world's top service platform.

Explore Service & Field Service Cloud

Docusign CLM

Do business faster with smart automation and template generation.

Explore Docusign CLM

Servicemax Asset 360

Drive operational efficiency, asset uptime, and customer satisfaction with a
360-degree view of assets on the world’s #1 CRM platform.

Explore Servicemax Asset 360


98%, NO SERIOUSLY, ALMOST ALL OF OUR CUSTOMERS SAY THAT UPTIMA HAS SIGNIFICANTLY
IMPACTED THEIR REVENUE CYCLE TO DRIVE GROWTH AND MARKET VALUE.

"

Uptima are quote-to-cash domain experts and not just technical experts. Uptima
helped us solve for some unique requirements such as combining contracts sourced
and integrated from our SAP system. They are truly consultative in their
recommendations, providing pros and cons of alternatives for addressing our
requirements . Their professionalism, transparency and responsiveness are second
to none.


Jack Borland  Sr. Manager, Salesforce & Marketing Automation Operations

 

Wolters Kluwer Legal & Regulatory U.S.

"

We hired Uptima to implement Field Service Lightning (FSL), but in the end they
helped with that and much more, all under budget and on time. After we finished
the initial work on FSL, we had budget left over to get started with case
management on service cloud. We are very, very excited to reduce our massive
daily e-mail intake. It would not be without their guidance that we would be
able to greatly reduce our admin time by simplifying processes and removing
duplicated efforts. I highly recommend Uptima!


Matt Lancaster  Director of Sales

"

Uptima resources are highly engaged, knowledgeable, and organized. The
combination of these attributes led to a very successful project outcome. In
addition, their relationship with Salesforce helped enormously when we
encountered some of the more complex use cases.


David Kedem  Director – Business Capabilities

"

Uptima are quote-to-cash domain experts and not just technical experts. Uptima
helped us solve for some unique requirements. They are truly consultative in
their recommendations, providing pros and cons of alternatives for addressing
our requirements . Their professionalism, transparency and responsiveness are
second to none.

 

Kim Grant  Business Architect, Project & Program Management

"

Uptima are quote-to-cash domain experts and not just technical experts. Uptima
helped us solve for some unique requirements such as combining contracts sourced
and integrated from our SAP system. They are truly consultative in their
recommendations, providing pros and cons of alternatives for addressing our
requirements . Their professionalism, transparency and responsiveness are second
to none.


Jack Borland  Sr. Manager, Salesforce & Marketing Automation Operations

 

Wolters Kluwer Legal & Regulatory U.S.

"

We hired Uptima to implement Field Service Lightning (FSL), but in the end they
helped with that and much more, all under budget and on time. After we finished
the initial work on FSL, we had budget left over to get started with case
management on service cloud. We are very, very excited to reduce our massive
daily e-mail intake. It would not be without their guidance that we would be
able to greatly reduce our admin time by simplifying processes and removing
duplicated efforts. I highly recommend Uptima!


Matt Lancaster  Director of Sales

"

Uptima resources are highly engaged, knowledgeable, and organized. The
combination of these attributes led to a very successful project outcome. In
addition, their relationship with Salesforce helped enormously when we
encountered some of the more complex use cases.


David Kedem  Director – Business Capabilities

"

Uptima are quote-to-cash domain experts and not just technical experts. Uptima
helped us solve for some unique requirements. They are truly consultative in
their recommendations, providing pros and cons of alternatives for addressing
our requirements . Their professionalism, transparency and responsiveness are
second to none.

 

Kim Grant  Business Architect, Project & Program Management

"

Uptima are quote-to-cash domain experts and not just technical experts. Uptima
helped us solve for some unique requirements such as combining contracts sourced
and integrated from our SAP system. They are truly consultative in their
recommendations, providing pros and cons of alternatives for addressing our
requirements . Their professionalism, transparency and responsiveness are second
to none.


Jack Borland  Sr. Manager, Salesforce & Marketing Automation Operations

 

Wolters Kluwer Legal & Regulatory U.S.

"

We hired Uptima to implement Field Service Lightning (FSL), but in the end they
helped with that and much more, all under budget and on time. After we finished
the initial work on FSL, we had budget left over to get started with case
management on service cloud. We are very, very excited to reduce our massive
daily e-mail intake. It would not be without their guidance that we would be
able to greatly reduce our admin time by simplifying processes and removing
duplicated efforts. I highly recommend Uptima!


Matt Lancaster  Director of Sales


 * Services
   * Strategic Advisory
   * Change Management
   * End-to-end Implementations
   * Data & Integration
   * Managed Services
 * Industries
   * Manufacturing
   * Medical Device
   * Commercial Business Services
   * Maintenance & Install Services
   * Subscription Software
   * Automotive
   * Energy
 * Platforms
   * Salesforce Revenue Cloud
   * Salesforce Service & Field Service
   * Salesforce Manufacturing Cloud
   * Servicemax Asset 360
   * DocuSign CLM
 * About Us
   * Our Approach
   * Case Studies
   * News & Insights
   * Events
   * Careers
   * Dreamforce

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