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

    134
  • Salesforce Certifications

    703
  • 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
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# Focus

# Service lines

25%
25%
25%
25%

# Salesforce Expertise

25%
25%
25%
25%

# Certifications (703)

Salesforce Certified Platform Administrator

95 x Salesforce Certified Platform Administrator

Salesforce Certified AI Associate

70 x Salesforce Certified AI Associate

Salesforce Certified Service Cloud Consultant

50 x Salesforce Certified Service Cloud Consultant

Salesforce Certified Business Analyst

45 x Salesforce Certified Business Analyst

Salesforce Certified Platform App Builder

44 x Salesforce Certified Platform App Builder

Salesforce Certified Sales Cloud Consultant

44 x Salesforce Certified Sales Cloud Consultant

Salesforce Certified CPQ Administrator

42 x Salesforce Certified CPQ Administrator

Salesforce Certified Field Service Consultant

32 x Salesforce Certified Field Service Consultant

Salesforce Certified Platform Administrator II

30 x Salesforce Certified Platform Administrator II

Salesforce Certified Agentforce Specialist

24 x Salesforce Certified Agentforce Specialist

Salesforce Certified Experience Cloud Consultant

23 x Salesforce Certified Experience Cloud Consultant

Associate Billing Specialist

19 x Associate Billing Specialist

Associate Administrator

19 x Associate Administrator

Salesforce Certified Platform Foundations

18 x Salesforce Certified Platform Foundations

Salesforce Certified Platform Developer

14 x Salesforce Certified Platform Developer

Salesforce Certified Platform Sharing and Visibility Architect

14 x Salesforce Certified Platform Sharing and Visibility Architect

Salesforce Certified Platform Data Architect

13 x Salesforce Certified Platform Data Architect

Salesforce Certified Data Cloud Consultant

10 x Salesforce Certified Data Cloud Consultant

Associate Platform App Builder

9 x Associate Platform App Builder

Salesforce Certified Application Architect

8 x Salesforce Certified Application Architect

Revenue Cloud Consultant Accredited Professional

7 x Revenue Cloud Consultant Accredited Professional

Salesforce Certified Sales Foundations

7 x Salesforce Certified Sales Foundations

Manufacturing Cloud Accredited Professional

5 x Manufacturing Cloud Accredited Professional

Manufacturing Cloud Accredited Professional

5 x Manufacturing Cloud Accredited Professional

Salesforce Certified Platform Developer II

4 x Salesforce Certified Platform Developer II

Salesforce Certified OmniStudio Developer

4 x Salesforce Certified OmniStudio Developer

Salesforce Certified MuleSoft Developer

4 x Salesforce Certified MuleSoft Developer

Salesforce Certified Platform Integration Architect

4 x Salesforce Certified Platform Integration Architect

Salesforce Certified Platform Development Lifecycle and Deployment Architect

4 x Salesforce Certified Platform Development Lifecycle and Deployment Architect

Salesforce Certified Marketing Cloud Email Specialist

3 x Salesforce Certified Marketing Cloud Email Specialist

Salesforce Certified Marketing Cloud Account Engagement Specialist

3 x Salesforce Certified Marketing Cloud Account Engagement Specialist

Associate Platform Developer I

3 x Associate Platform Developer I

Salesforce Certified Nonprofit Success Pack Consultant

3 x Salesforce Certified Nonprofit Success Pack Consultant

Salesforce Certified CRM Analytics and Einstein Discovery Consultant

3 x Salesforce Certified CRM Analytics and Einstein Discovery Consultant

Process Automation Accredited Professional

2 x Process Automation Accredited Professional

Advanced Field Service Accredited Professional

2 x Advanced Field Service Accredited Professional

Salesforce Certified JavaScript Developer

2 x Salesforce Certified JavaScript Developer

Salesforce Certified Platform Strategy Designer

2 x Salesforce Certified Platform Strategy Designer

Salesforce Certified OmniStudio Consultant

2 x Salesforce Certified OmniStudio Consultant

Salesforce Certified System Architect

2 x Salesforce Certified System Architect

Salesforce Certified Platform Identity and Access Management Architect

2 x Salesforce Certified Platform Identity and Access Management Architect

Salesforce Certified Marketing Cloud Engagement Administrator

2 x Salesforce Certified Marketing Cloud Engagement 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

Salesforce Certified Platform User Experience Designer

1 x Salesforce Certified Platform User Experience Designer

Salesforce Certified Slack Consultant

1 x Salesforce Certified Slack Consultant

Salesforce Certified Slack Administrator

1 x Salesforce Certified Slack Administrator

# 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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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: 52

AppExhange Reviews: 29

AppExhange Rating: 4.9

International: 2 Countries

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