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

    133
  • Salesforce Certifications

    707
  • 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
  • Uptima
  • Uptima
  • Uptima

# Focus

# Service lines

25%
25%
25%
25%

# Salesforce Expertise

25%
25%
25%
25%

# Certifications (707)

Salesforce Certified Administrator

93 x Salesforce Certified Administrator

Certified AI Associate

72 x Certified AI Associate

Service Cloud Consultant

51 x Service Cloud Consultant

Sales Cloud Consultant

44 x Sales Cloud Consultant

Salesforce Certified Business Analyst

43 x Salesforce Certified Business Analyst

App Builder

42 x App Builder

CPQ Specialist

41 x CPQ Specialist

Field Service Consultant

32 x Field Service Consultant

Advanced Administrator

29 x Advanced Administrator

Experience Cloud Consultant

24 x Experience Cloud Consultant

Certified AI Specialist

23 x Certified AI Specialist

Associate Administrator

19 x Associate Administrator

Salesforce Certified Associate

18 x Salesforce Certified Associate

Associate Billing Specialist

18 x Associate Billing Specialist

Sharing & Visibility Architect

16 x Sharing & Visibility Architect

Platform Developer I

15 x Platform Developer I

Data Architecture & Management Designer

15 x Data Architecture & Management Designer

Data Cloud Consultant

10 x Data Cloud Consultant

Application Architect

9 x Application Architect

Associate Platform App Builder

9 x Associate Platform App Builder

Revenue Cloud Consultant Accredited Professional

7 x Revenue Cloud Consultant Accredited Professional

Salesforce Certified Sales Representative

7 x Salesforce Certified Sales Representative

Manufacturing Cloud Accredited Professional

5 x Manufacturing Cloud Accredited Professional

Manufacturing Cloud Accredited Professional

5 x Manufacturing Cloud Accredited Professional

Platform Developer II

5 x Platform Developer II

Integration Architect

5 x Integration Architect

Development Lifecycle & Deployment Architect

5 x Development Lifecycle & Deployment Architect

OmniStudio Developer

4 x OmniStudio Developer

Certified MuleSoft Developer I

4 x Certified MuleSoft Developer I

Salesforce Certified Marketing Cloud Email Specialist

3 x Salesforce Certified Marketing Cloud Email Specialist

Pardot Specialist

3 x Pardot Specialist

Associate Platform Developer I

3 x Associate Platform Developer I

Tableau CRM & Einstein Discovery Consultant

3 x Tableau CRM & Einstein Discovery Consultant

OmniStudio Consultant

3 x OmniStudio Consultant

System Architect

3 x System Architect

Identity & Access Management Architect

3 x Identity & Access Management Architect

Process Automation Accredited Professional

2 x Process Automation Accredited Professional

Advanced Field Service Accredited Professional

2 x Advanced Field Service Accredited Professional

JavaScript Developer I

2 x JavaScript Developer I

Salesforce Certified Strategy Designer

2 x Salesforce Certified Strategy Designer

Nonprofit Cloud Consultant

2 x Nonprofit Cloud Consultant

Net Zero Cloud Accredited Professional

1 x Net Zero Cloud Accredited Professional

Net Zero Cloud Accredited Professional

1 x Net Zero Cloud Accredited Professional

User Experience Designer

1 x User Experience Designer

Certified Slack Consultant

1 x Certified Slack Consultant

Technical Architect

1 x Technical Architect

Salesforce Certified Marketing Cloud Administrator

1 x Salesforce Certified Marketing Cloud 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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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: 54

AppExhange Reviews: 29

AppExhange Rating: 4.9

International: 2 Countries

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