Uptima

Field Service Lightning, Service Cloud, CPQ & Billing

Uptima specializes in Quote to Cash and Field Service Management Consulting and System Integration. With over a decade of experience, our customers span the complex manufacturing, medical device, telecommunications, enterprise software, computer security, business support services, and high tech industries.

Our Quote to Cash team has experts in all aspects of CPQ, CLM, Billing, Revenue Management, and we hold technical certifications across all the major Quote to Cash software platforms. With our extensive business process optimization knowledge and domain expertise, we help customers with complex products, quoting, and ordering, streamline their quote-to-order processes to realize sales and operational efficiencies.

Our Field Service Lightning group implements and streamlines the systems that allow you to monitor, manage, and provide information to remote field service teams. Centrally monitoring inventory, making schedule changes, and updating product availability, gives your field service teams the information they need to quickly troubleshoot issues and delight customers.

Talent available across the globe to accelerate project timelines while managing cost.

Highlights

  • -We Build the Future of Service, Sales, & Revenue Operations-
  • Quote to Cash & Field Service Experts with over 10 years of Industry Experience.
  • Our collaborative approach to requirements gathering and solution design insures that your initiative has a successful business outcome.
  • Certified Professionals

    133
  • Salesforce Certifications

    202
  • Appexchange Reviews

    40
  • Appexchange Rating

    4.9/5
  • YEAR OF FOUNDING

    2007
  • Email

    info@uptima.com
  • Phone

    1-408-933-9505
  • Visit Website

  • Uptima
  • Uptima
  • Uptima
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# Focus

# Service lines

25%
25%
25%
25%

# Salesforce Expertise

25%
25%
25%
25%

# Certifications (202)

Salesforce Certified Platform Administrator

60 x Salesforce Certified Platform Administrator

Salesforce Certified Platform App Builder

23 x Salesforce Certified Platform App Builder

Salesforce Certified Sales Cloud Consultant

22 x Salesforce Certified Sales Cloud Consultant

Salesforce Certified Service Cloud Consultant

19 x Salesforce Certified Service Cloud Consultant

Salesforce Certified Platform Administrator II

17 x Salesforce Certified Platform Administrator II

Salesforce Certified CPQ Administrator

15 x Salesforce Certified CPQ Administrator

Salesforce Certified Field Service Consultant

11 x Salesforce Certified Field Service Consultant

Salesforce Certified Platform Developer

6 x Salesforce Certified Platform Developer

Salesforce Certified Experience Cloud Consultant

5 x Salesforce Certified Experience Cloud Consultant

Salesforce Certified Platform Sharing and Visibility Architect

5 x Salesforce Certified Platform Sharing and Visibility Architect

Associate Administrator

5 x Associate Administrator

Associate Billing Specialist

4 x Associate Billing Specialist

Associate Platform Developer I

2 x Associate Platform Developer I

Salesforce Certified Platform Data Architect

2 x Salesforce Certified Platform Data Architect

Associate Platform App Builder

2 x Associate Platform App Builder

Salesforce Certified Marketing Cloud Account Engagement Specialist

1 x Salesforce Certified Marketing Cloud Account Engagement Specialist

Salesforce Certified Platform Developer II

1 x Salesforce Certified Platform Developer II

Salesforce Certified Nonprofit Success Pack Consultant

1 x Salesforce Certified Nonprofit Success Pack Consultant

Salesforce Certified Application Architect

1 x Salesforce Certified Application Architect

# Portfolio

Key clients:

# Geographic Focus

Languages: English, Japanese, Russian

International: Israel, United States

United States: California, Georgia, Illinois, New Jersey, North Carolina, Pennsylvania, Rhode Island, Virginia

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Salesforce Value Delivered

CloudMasonry is a full-service and the leading provider of Salesforce consulting services for organizations both large and small across the US. The consulting company leverages its experience with cloud-based systems to help companies discover more significant value in their Salesforce investments. With their extensive experience across major industries, they have combined deep enterprise consulting experience with their collaborative approach to project delivery.

Client feedback from AppexChange:
“CloudMasonry was extremely easy to work with and very knowledgeable. They worked within our budget restrictions and offered as much follow-up support as we needed. I would highly recommend them.”

Certified Professionals: 53

AppExhange Reviews: 29

AppExhange Rating: 4.9

International: 2 Countries

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