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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.

Free account • No credit card • 5 profiles/day

Business Consulting and Services 112 Employees Found Founded 2007 10 Similar Companies
112 Employees Found
91% Email Coverage
$9.1M Est Revenue
-17% YoY Headcount Growth
2 Office HQ
10 Similar Companies
Aug '26 Last Verified

Uptima Technology Stack

Drip

Drip is a powerful email marketing automation platform designed to help businesses create personalized customer journeys, increase engagement, and boost sales through targeted, automated email campaigns.

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RoyalSlider

RoyalSlider is a versatile jQuery plugin for creating responsive, touch-enabled image and content sliders. It offers smooth animations, customizable options, and mobile-friendly design, making it ideal for engaging website galleries and presentations.

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Yoast SEO Premium

Yoast SEO Premium is a powerful WordPress plugin that enhances your website's search engine rankings with advanced SEO tools, keyword optimization, internal linking suggestions, and content insights to boost visibility and traffic.

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MonsterInsights

MonsterInsights is a powerful Google Analytics plugin for WordPress that simplifies website traffic tracking, providing actionable insights to optimize your site’s performance and improve user engagement effortlessly.

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Avada

Avada is a versatile, multi-purpose WordPress theme offering customizable layouts, pre-built demos, and powerful design options. Perfect for creating professional websites quickly and easily, it combines flexibility with user-friendly features.

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WordPress

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Salesforce

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Slack

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Elementor

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Elementor Pro

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Pardot

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Decision Makers by Function

James Purl

CXO

Chief Growth Officer • Economic Buyer • 7 months

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Armand Lopez

Director

Country Manager • Influencer • 3 years

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Sigi Wise

Partner

Managing Partner - Cofounder • Economic Buyer • 14 years

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Doug Hammer

VP

VP of Operations • Champion • 5 years

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Bill Reilly

VP

Vice President - Delivery • Champion • 1 year

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Michele Perry

Director

Director, Operations and HR • Influencer • 2 years

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Mor Merzel

Director

Senior Director, Solutions Engineering • Influencer • 2 years

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