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

    13
  • Salesforce Certifications

    72
  • Appexchange Reviews

    2
  • Appexchange Rating

    5/5
  • YEAR OF FOUNDING

    2007
  • Email

    info@uptima.com
  • Phone

    1-408-933-9505
  • Visit Website

  • Uptima
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# Focus

# Service lines

25%
25%
25%
25%

# Salesforce Expertise

25%
25%
25%
25%

# Certifications (72)

Certified Administrator

19 x Certified Administrator

Certified Service Consultant

9 x Certified Service Consultant

CPQ Specialist

9 x CPQ Specialist

Field Service Lightning

7 x Field Service Lightning

App Builder

5 x App Builder

Certified Sales Consultant

5 x Certified Sales Consultant

Platform Developer 1 Certifications

4 x Platform Developer 1 Certifications

Sharing and Visibility Designer

4 x Sharing and Visibility Designer

Community Cloud Consultant

3 x Community Cloud Consultant

Certified Application Architect

2 x Certified Application Architect

Data Architecture and Management Specialist

2 x Data Architecture and Management Specialist

Certified Advanced Administrator

2 x Certified Advanced Administrator

Integration Architecture Specialist

1 x Integration Architecture Specialist

# 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: 4

AppExhange Reviews: 8

AppExhange Rating: 5

International: 2 Countries

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