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

    129
  • Salesforce Certifications

    580
  • Appexchange Reviews

    39
  • Appexchange Rating

    4.9/5
  • YEAR OF FOUNDING

    2007
  • Email

    info@uptima.com
  • Phone

    1-408-933-9505
  • Visit Website

  • Uptima
  • Uptima
  • Uptima
  • Uptima
  • Uptima

# Focus

# Service lines

25%
25%
25%
25%

# Salesforce Expertise

25%
25%
25%
25%

# Certifications (580)

Salesforce Certified Administrator

104 x Salesforce Certified Administrator

Service Cloud Consultant

49 x Service Cloud Consultant

App Builder

47 x App Builder

Sales Cloud Consultant

45 x Sales Cloud Consultant

CPQ Specialist

44 x CPQ Specialist

Field Service Consultant

32 x Field Service Consultant

Advanced Administrator

31 x Advanced Administrator

Experience Cloud Consultant

27 x Experience Cloud Consultant

Salesforce Certified Business Analyst

26 x Salesforce Certified Business Analyst

Associate Administrator

18 x Associate Administrator

Platform Developer I

17 x Platform Developer I

Associate Billing Specialist

17 x Associate Billing Specialist

Sharing & Visibility Architect

15 x Sharing & Visibility Architect

Salesforce Certified Associate

14 x Salesforce Certified Associate

Data Architecture & Management Designer

12 x Data Architecture & Management Designer

Associate Platform App Builder

9 x Associate Platform App Builder

Application Architect

8 x Application Architect

Revenue Cloud Consultant Accredited Professional

7 x Revenue Cloud Consultant Accredited Professional

Manufacturing Cloud Accredited Professional

6 x Manufacturing Cloud Accredited Professional

Platform Developer II

5 x Platform Developer II

Pardot Specialist

4 x Pardot Specialist

Development Lifecycle & Deployment Architect

4 x Development Lifecycle & Deployment Architect

MuleSoft Certified Developer - Level 1

3 x MuleSoft Certified Developer - Level 1

Tableau CRM & Einstein Discovery Consultant

3 x Tableau CRM & Einstein Discovery Consultant

System Architect

3 x System Architect

Integration Architect

3 x Integration Architect

Identity & Access Management Architect

3 x Identity & Access Management Architect

Process Automation Accredited Professional

2 x Process Automation Accredited Professional

Salesforce Certified Sales Representative

2 x Salesforce Certified Sales Representative

Salesforce Certified Marketing Cloud Email Specialist

2 x Salesforce Certified Marketing Cloud Email Specialist

OmniStudio Developer

2 x OmniStudio Developer

JavaScript Developer I

2 x JavaScript Developer I

Associate Platform Developer I

2 x Associate Platform Developer I

Salesforce Certified Strategy Designer

2 x Salesforce Certified Strategy Designer

OmniStudio Consultant

2 x OmniStudio Consultant

Nonprofit Cloud Consultant

2 x Nonprofit Cloud Consultant

Salesforce Certified Marketing Cloud Administrator

2 x Salesforce Certified Marketing Cloud Administrator

Net Zero Cloud Accredited Professional

1 x Net Zero Cloud Accredited Professional

Net Zero Cloud Accredited Professional

1 x Net Zero Cloud Accredited Professional

Advanced Field Service Accredited Professional

1 x Advanced Field Service Accredited Professional

Slack Certified Consultant Exam

1 x Slack Certified Consultant Exam

# 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

# You will also like these Salesforce partners

CloudMasonry

CloudMasonry

TOP CONSULTANT


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: 47

AppExhange Reviews: 19

AppExhange Rating: 4.9

International: 2 Countries

View Profile