Ronny Geffen

Uptima

Smart strategies and unified technology to optimize and drive Everything To Revenue.™ Uptima specializes in using Salesforce & DocuSign to transform the Quote to Revenue, Field Service, Manufacturing, & Asset Management portions of your business. We optimize the processes to generate revenue, deliver service and increase profitability. Industries • Manufacturing • Medical Device • Commercial Business Services • Maintenance & Install Services • Subscription Software • Automotive • Energy Cloud Focus: •Salesforce Revenue Cloud (CPQ & Billing) •Salesforce Service & Field Service •Salesforce Manufacturing Cloud •ServiceMax Asset 360 •DocuSign Contract Lifecycle Management Our Services Include •Advisory Services Business Process & Strategy •Change Management Utilization, Adoption, Proficiency •End-to-End Implementation CPQ, CLM, Billing, Manufacturing, Commerce, Field Service, Asset Management •Managed Services Operational Excellence •Data & Integration Integration, Migration, Data Strategy Our deep knowledge of these products and how they work together to bring Everything to Revenue™ earns us the title of trusted advisor in hundreds of projects across the globe. We are proud to be over 40% Veterans and Military Spouses, and partner with military hiring initiatives through the Salesforce Talent Alliance, Hiring Our Heroes programs, Vets2PM, and Loyalist College Boot Camp to bring military talent into our company.