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.
  • Certified Professionals

  • Salesforce Certifications

  • Appexchange Reviews

  • Appexchange Rating


  • Email

  • Phone

  • Visit Website

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# Focus

# Service lines


# Salesforce Expertise


# Certifications (534)

Salesforce Certified Administrator

91 x Salesforce Certified Administrator

App Builder

45 x App Builder

Service Cloud Consultant

45 x Service Cloud Consultant

CPQ Specialist

41 x CPQ Specialist

Sales Cloud Consultant

40 x Sales Cloud Consultant

Field Service Consultant

31 x Field Service Consultant

Advanced Administrator

28 x Advanced Administrator

Experience Cloud Consultant

23 x Experience Cloud Consultant

Salesforce Certified Business Analyst

22 x Salesforce Certified Business Analyst

Associate Administrator

19 x Associate Administrator

Associate Billing Specialist

18 x Associate Billing Specialist

Platform Developer I

15 x Platform Developer I

Sharing & Visibility Architect

14 x Sharing & Visibility Architect

Salesforce Certified Associate

13 x Salesforce Certified Associate

Data Architecture & Management Designer

12 x Data Architecture & Management Designer

Associate Platform App Builder

10 x Associate Platform App Builder

Application Architect

8 x Application Architect

Manufacturing Cloud Accredited Professional

6 x Manufacturing Cloud Accredited Professional

Revenue Cloud Consultant Accredited Professional

5 x Revenue Cloud Consultant Accredited Professional

Platform Developer II

5 x Platform Developer II

Development Lifecycle & Deployment Architect

5 x Development Lifecycle & Deployment Architect

Pardot Specialist

3 x Pardot Specialist

MuleSoft Certified Developer - Level 1

3 x MuleSoft Certified Developer - Level 1

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 Marketing Cloud Email Specialist

2 x Salesforce Certified Marketing Cloud Email Specialist

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

Tableau CRM & Einstein Discovery Consultant

2 x Tableau CRM & Einstein Discovery Consultant

OmniStudio Consultant

2 x OmniStudio Consultant

Nonprofit Cloud Consultant

2 x Nonprofit Cloud Consultant

Net Zero Cloud Accredited Professional

1 x Net Zero Cloud Accredited Professional

Advanced Field Service Accredited Professional

1 x Advanced Field Service Accredited Professional

Salesforce Certified Sales Representative

1 x Salesforce Certified Sales Representative

OmniStudio Developer

1 x OmniStudio Developer

Slack Certified Consultant Exam

1 x Slack Certified Consultant Exam

Salesforce Certified Marketing Cloud Administrator

1 x Salesforce Certified Marketing Cloud Administrator

B2B Commerce For Administrators Accredited Professional

1 x B2B Commerce For Administrators Accredited Professional

# 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: 39

AppExhange Reviews: 16

AppExhange Rating: 4.9

International: 2 Countries

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