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Uptima

Uptima

Business Consulting and Services

Pittsburgh, Pennsylvania 5,921 followers

Vision to reality, end-to-end. Uptima, your AI-powered Salesforce leader.

About us

Uptima is a team of leaders in driving AI-powered, end-to-end transformation. We make every part of your business easier, faster, and smarter, all in Salesforce. We makes the complex simple. We blend cutting-edge AI with our deep industry know-how to help your business transcend traditional boundaries. Unlocking the power of intelligent, adaptable solutions that never sleep, we deliver unrivaled efficiency, speed, and time to revenue. Industries • Manufacturing • Medical Technology • Commercial Business Services • Maintenance & Install Services • Subscription Software • Automotive • Energy Product Focus: Salesforce • Revenue LifeCycle Management (RLM) • Revenue Cloud (CPQ & Billing) • Service & Field Service • Manufacturing Cloud • Automotive Cloud • Industry Cloud • Einstein GPT • Einstein CoPilot • Data Cloud • Mulesoft Other Products • DocuSign Agreement Cloud • Logik.io • ThreeKit • Elements Cloud • Zilliant • enosix • Valorx Our Services Include •Advisory Services Business Process & Strategy •Adoption Strategy Utilization, Adoption, Proficiency •End-to-End Implementation Sales Cloud, Revenue Cloud, Service Cloud, CLM, Manufacturing Cloud, Experience Cloud, Commerce Cloud, Data Cloud •Managed Services Continuous Operational Excellence & Platform Stewardship •Data & Integration Integration, Migration, Data Strategy • Innovation AI, IaaS, Future Technologies, Idea Enablement 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.

Industry
Business Consulting and Services
Company size
51-200 employees
Headquarters
Pittsburgh, Pennsylvania
Type
Privately Held
Founded
2007
Specialties
Salesforce Revenue Cloud, Salesforce Field Service, Salesforce CPQ, Salesforce Billing, Salesforce Service Cloud, ServiceMax Asset 360, Salesforce Manufacturing Cloud, Asset Management, CLM, Quote to Revenue, Manufacturing, DocuSign Agreement Cloud, MuleSoft, business process transformation, end-to-end implementation, Advisory & Business Architecture, Managed Services, Project Management, Consulting, Technology Consulting, AI, Artificial Intelligence, Chat GPT, Generative AI, Automotive Cloud, and Industry Cloud

Locations

  • Primary

    651 Holiday Dr. Foster Plaza 5

    Suit 400

    Pittsburgh, Pennsylvania 15220, US

    Get directions
  • 185 Hahistadrut Blvd.

    Haifa, N/A PO box 393 Kiryat Ata, IL

    Get directions

Employees at Uptima

Updates

  • Lou Simon Agentforce PAB

    View profile for Lou Simon

    Vice President @ Uptima | Elevate, Innovation, AI

    I'm very excited to share that I've been chosen for the Agentforce Partner Advisory Board, building on the #AI initiatives and innovation strategy @ Uptima. Collaborating with partners to enhance AI offerings for our customers will always be top priority. I'm personally looking forward to engaging with fellow partners to provide feedback and guidance on Salesforce programs, products, and industry solutions, advancing the realm of AI and driving business value. Reach out if you're interested in building real AI, in a valuable way. We've already implemented more than 25 #Agents. Ask me how! #Partners #AgentDrivenBusiness #Salesforce #Manufacturing #MedTech

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  • View organization page for Uptima

    5,921 followers

    And Agentforce keeps on GIVING! Our very own Lou Simon has been tapped for Salesforce's Partner Advisory Board! Congratulations Lou! #agentforce #ai #givingagentforce We have 25+ Agentforce projects going live soon since our October launch, with many more coming. Let's keep it coming!✨

    View profile for Lou Simon

    Vice President @ Uptima | Elevate, Innovation, AI

    I'm very excited to share that I've been chosen for the Agentforce Partner Advisory Board, building on the #AI initiatives and innovation strategy @ Uptima. Collaborating with partners to enhance AI offerings for our customers will always be top priority. I'm personally looking forward to engaging with fellow partners to provide feedback and guidance on Salesforce programs, products, and industry solutions, advancing the realm of AI and driving business value. Reach out if you're interested in building real AI, in a valuable way. We've already implemented more than 25 #Agents. Ask me how! #Partners #AgentDrivenBusiness #Salesforce #Manufacturing #MedTech

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  • View organization page for Uptima

    5,921 followers

    Oh yes, Agentforce is GIVING! Our customers' agents are now working their magic in both internal and external environments - bringing that conversational sparkle everywhere they go. ✨ Our secret sauce? A rock-solid approach to AI that makes sure every interaction is secure, precise, and actually useful (imagine that!). Because when it comes to AI, we don't just play - we deliver. #AI #agentforce #Salesforce #GivingAgentforce

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  • View organization page for Uptima

    5,921 followers

    Atlanta, we are ready for you! Proud to join Salesforce this week at the 2025 Manufacturing Summit in Atlanta to discuss solving complex problems for the industry. You can't miss these sessions on January 15th. 🎯 10:00 AM - "AI in Action: Conversing with Your Complex Docs, Wherever They Live" with John Teel & Adam Menzies. Experience a groundbreaking demo of Agentforce-powered document intelligence like no other! ⚡ 2:00 PM - "AgentForce for Every Team: From Marketing to Manufacturing Floor" with Lou Simon & Adam Menzies Join our interactive roundtable on practical AI implementation across manufacturing teams. Focused on practical implementations and measurable outcomes across sales, service, support, training and beyond. We are looking forward to connecting with top manufacturing leaders! Are you in town? We'd love to meet with you! A major #thankyou to Bobbiann Froemke Mark Converse Danielle Youker Nathan Gastineau Maged T. and the Manufacturing and events leaders at Salesforce for your hard work in making this happen! #ManufacturingSummit  #Salesforce #AgentForce #Manufacturing  #AI #Atlanta

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  • View organization page for Uptima

    5,921 followers

    No buzzwords. No fluff. Just practical applications and measurable AI results from peers who've done it. Join us at CES 2025 for an exclusive executive roundtable where manufacturing leaders share real Agentforce applications transforming every department. Zero hype, just results. Featuring industry pioneers: Achyut Jajoo - SVP & GM, Manufacturing, Automotive, and Consumer Goods, Salesforce Adam Menzies - CEO, Uptima Lou Simon - VP Innovation, Uptima An intimate dinner with manufacturing's most innovative leaders, focused on practical implementations and measurable outcomes across sales, service, support, training and beyond. Limited to executives ready to move beyond AI theory into results. Save your spot! https://lnkd.in/gAG2mihp #Manufacturing #agentforce #AI #Salesforce #CES2025 #Innovation #Leadership #energy #automotive #CES

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    5,921 followers

    Congrats Alexx!

    View profile for Alexandra Stehman

    Salesforce Innovator | Partner Advisory Board Member | Veteran Software Architect

    Wow! What a way to end a whirlwind year! I’m extremely pleased, honored, and excited to announce that Salesforce has selected li'l ol' me for the Revenue Cloud Partner Advisory Board! I’m looking forward to working with Salesforce Partners in the ecosystem to share Uptima's experiences, ideas, feedback, and guidance on Salesforce Revenue Cloud. #salesforce #partner #revenue #rlm #cpq #excellence

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  • View organization page for Uptima

    5,921 followers

    We are excited to share some monumental news at Uptima: Ernie Riddle, a highly accomplished leader in the Salesforce ecosystem, has joined our Board as an Advisor! Ernie’s deep expertise in Salesforce, paired with his ability to guide organizations through transformational growth, makes him the ideal addition to our board as we look to expand and strengthen our position in the market. Ernie brings decades of experience in scaling businesses, driving innovation, and creating lasting impact in the cloud consulting space. His career is marked by exceptional achievements in building and growing companies into market leaders. Ernie’s appointment aligns perfectly with Uptima’s commitment to pushing the boundaries of what’s possible with Salesforce and advanced AI. We are proud to be at the forefront of innovation, with a particular focus on Agentforce and our AskElevate AI solution. These initiatives reflect our dedication to empowering businesses with smarter, more efficient ways to operate—and we are confident that Ernie’s leadership will accelerate our journey. Read more here: https://lnkd.in/gFEWQK4j Welcome, Ernie! #welcome #ai #growth #innovation #agentforce #salesforce

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    5,921 followers

    If you work in #construction, this session is for you! Friday, Dec. 6th @ 1pm EST Join Uptima, Docusign, and Procore Technologies for an industry focused insights session dedicated to better contracts. We'll Unpack: ✓ Faster Subcontracting ✓ Eliminating Bottlenecks ✓ Ensuring Compliance ✓ Creating a single source of truth ✓ Eliminating manual errors ✓ Enabling real-time collaboration Featuring Industry Experts: Derrick Schultz, VP Contact Management, Uptima Joe Martino, Regional VP Real Estate & Construction, DocuSign Zach Gutierrez, Senior Solutions Architect, Procore Sign up here: https://lnkd.in/gGkfER4V Major thanks to our partners at Procore and Docusign for helping to put this together! Freya McConnell #compliance #engineering #construction #contracts #docusign #procore #thankyou

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    5,921 followers

    "But our job isn't just to implement - it's to orchestrate this dance between human expertise and AI capabilities" Fantastic thoughts by Meradith Stretz on the exciting Agent work we are doing with our customers and Salesforce #ai #agentforce

    View profile for Meradith Stretz

    Principal Consultant @ Uptima 🫡 AI-Human Bridge | Change Management Leader | Business Analyst | Mental Health Advocate

    I had a CEO who bragged that the only device he needed to run his business was in the palm of his hand 📲 It used to be scandalous to work from anywhere. A little before then, we were still coaxing our employees to put down the pen and paper and start plugging information into a computer. Those were simpler times! Now we’re at a fascinating intersection in tech. For years, I've been obsessed with improving the user experience - making systems intuitive, reducing clicks, making sure users understand WHY the data they input makes a HUGE difference down the line. Connecting the dots. It’s not about the technology, it’s about the people!!! But now? Vernon Keenan’s article really opened my eyes. I’m designing for TWO audiences: Our human users 👩💼 AND their virtual employee coworkers…soon to be besties? 🤖 I’m getting Blade Runner vibes (fav movie) Deckard > Rachael Officer K > Joi = Salesforce > Agentforce Think about it: 💡 The sales rep AND their AI assistant tag-teaming on proposals 📊 The analyst working alongside their virtual data buddy 💬 The support agent partnering with their AI sidekick to solve cases The game has changed. These virtual employees aren't just tools - they're teammates who: 🔄 Can handle multiple tasks simultaneously 🧮 Actually understand context (not just clicking buttons for you like the old school automation!) 📚 Learn and improve constantly But here's what I’ve been thinking about: - How do we design systems that help humans and AI work in harmony? - How do we make this partnership feel natural, not forced? - How do we create chill experiences for our employees so they don’t go all Corbin Dallas on the machines? (Fifth Element is another great watch 🎥) The C-suite gets it. They're practically breaking down doors for these solutions. But our job isn't just to implement - it's to orchestrate this dance between human expertise and AI capabilities 👯 What I do for a living isn't just about new software anymore - it's about introducing people to their newest "coworkers." That's both exciting and terrifying, right? 😅 If you're navigating this new frontier, I'd love to learn from you, hear your questions and concerns and maybe even implement some cool Salesforce agents together. 🤓 Meanwhile, I'll be here, designing for both species 😆 #AgentForce #AI #VEEconomics

  • View organization page for Uptima

    5,921 followers

    Great discussion coming on Thursday with Tony Kratovil on how AI Agents are helping manufacturers in both internal roles and assisting dealers, distributors and customers.

    View organization page for Uptima

    5,921 followers

    Join us for an amazing webinar on Thursday and hear how our Agentforce solutions are already driving real manufacturing innovation! This conversation features real results customers are achieving thanks the amazing possibilities with #Agentforce. Agentforce in Action: Enhancing Manufacturing Efficiency with AI December 05, 2024 | 2:00 PM EST Featuring Uptima and Salesforce experts: Adam Menzies, CEO, Uptima Deepak Jakkampudi, Senior Director, Product Management, Salesforce Bijayita Mohapatra, Director, Product Management, Salesforce Rajat Bhuyan, Senior Product Marketing Manager, Salesforce 🔗 Register now: https://lnkd.in/gmkW4QhQ #Thankyou to the Product teams and Manufacturing teams at Salesforce for working with us to make this possible! Mark Converse Tony Kratovil #AI #Manufacturing

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