Reduced manual work through automated processes with Docusign CLM
Welding, Safety, Medical & Gas Supplier Company supplies welding, safety, medical, and gas services.
Reduced manual work and email searching through automated processes with DocuSign LM
Asset tracking made that process easier
Case management allowed for levels of escalation for unanswered questions, improving workload accountability and customer satisfaction
Executive Sponsor
Industry
Products
Services
Challenges
Customer previously implemented Field Service with a different company, but it was a failed implementation and was not working for them
Trainers had different specialties and some were traveling more than necessary. This was difficult for project managers to track and coordinate
Customer was hoping to automatically create quotes
Results
Uptima streamlined service territories to optimize training assignments by location, skillset, and certifications
Simplified booking process for dispatcher, from a multi-source approach to a 4 click process
DocuSign implementation allowed for quote generation directly from opportunities, saving employee time and ensuring accuracy
Due to coming in under budget and ahead of schedule, case management was also implemented to improve customer inquiries to a group inbox