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.


  • -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.
  • Partner Tier


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# Focus

# Service lines


# Salesforce Expertise


# Certifications (270)

# 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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