We make the
complex remarkably simple.

AI-powered Salesforce solutions that boost product builders and field service teams.

Woman in hardhat gazing into the distance at dawn. Looking towards a bright future.

Trusted since 2007, now the AI leader for asset-focused industries

92%
Shorter call handle times with AI
20%
Faster work order completion with Intelligent Service
7x
Faster equipment quoting with smart AI configuration
20%
Decrease in MTTR, driving uptime with AI
24/7
Automated business operations with Agentic AI

Book a Discovery Session

Empowering Your Business with AI

Uptima integrates AI throughout your sales and service cycles, creating seamless customer experiences while driving revenue growth. Our AI-First approach makes your teams more productive, your operations more efficient, and your business more profitable.

Our Comprehensive AI-Powered Solutions

Agentforce Icon

Agentforce

Deploy agents with immediate business impact in 6 weeks or less

Visual Intelligence

Talk with your complex technical documentation

Custom AI Development

Specialized solutions for your business

Managed AI

Continuous optimization of your AI investments

Intelligent Sales & Service Solutions

Uptima is the leading Salesforce partner for asset-focused companies. We modernize your sales and service cycles with AI in every process.

#1

Agentforce Partner for asset-intensive industries

Field Service & Revenue experts since

2007
35+

successful Agentforce implementations

4

Salesforce Product Advisory Board members

Salesforce

Service Cloud & Field Service

Turn service operations into revenue-generating opportunities.
Salesforce

Sales & Revenue Cloud

Accelerate sales and create intelligent connections to service.
Salesforce

Agentforce

Deploy AI agents that deliver immediate business impact.
Aerial view of workers loading hand truck at warehouse

Monetize every touchpoint on your customer journey

Powered by Data & AI to bring Everything-to-Revenue & AI-in-Everything to your business operations.

Sales & Service Lifecycle

Discover & Engage

Empower teams with intelligent prospect insights

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Agentforce
Salesforce
Sales Cloud

Select & Price

Streamline configuration with AI-guided product selection

Salesforce
Revenue Cloud
Agentforce Icon
Agentforce

Contract

Accelerate agreements with intelligent document automation

Salesforce
Revenue Cloud
Docusign

Bill & Pay

Optimize RevOps with automated billing workflows

Salesforce
Revenue Cloud
Agentforce Icon
Agentforce

Install

Ensure perfect deployment with guided implementation tools

Salesforce
Service Cloud
Salesforce
Field Service

Use & Maintain

Maximize asset uptime with proactive maintenance

Salesforce
Experience Cloud
Agentforce Icon
Agentforce

Intake & Request

Streamline case management with call deflection

Salesforce
Service Cloud
Agentforce Icon
Agentforce

Call Center Support

Reduce resolution time with AI-powered assistance

Salesforce
Service Cloud
Agentforce Icon
Agentforce

Field Service

Optimize technician productivity and first-time fix rates

Salesforce
Field Service
Agentforce Icon
Agentforce

Parts & Logistics

Ensure right-part, right-time inventory management

Salesforce
Field Service
Salesforce
Revenue Cloud

Training & Knowledge

Transform tribal knowledge into accessible expertise

Salesforce
Service Cloud
Agentforce Icon
Agentforce

Upsell & Business Growth

Convert service moments into revenue opportunities

Salesforce
Revenue Cloud
Docusign
Salesforce
Service Cloud
Agentforce Icon
Agentforce

End Customer

Deliver exceptional self-service experiences

Salesforce
Service Cloud
Salesforce
Experience Cloud
Agentforce Icon
Agentforce

Discover & Engage

Empower teams with intelligent prospect insights

Agentforce Icon
Agentforce
Salesforce
Sales Cloud

Select & Price

Streamline configuration with AI-guided product selection

Salesforce
Revenue Cloud
Agentforce Icon
Agentforce

Contract

Accelerate agreements with intelligent document automation

Salesforce
Revenue Cloud
Docusign

Bill & Pay

Optimize RevOps with automated billing workflows

Salesforce
Revenue Cloud
Agentforce Icon
Agentforce

Install

Ensure perfect deployment with guided implementation tools

Salesforce
Service Cloud
Salesforce
Field Service

Use & Maintain

Maximize asset uptime with proactive maintenance

Salesforce
Experience Cloud
Agentforce Icon
Agentforce

Intake & Request

Streamline case management with call deflection

Salesforce
Service Cloud
Agentforce Icon
Agentforce

Call Center Support

Reduce resolution time with AI-powered assistance

Salesforce
Service Cloud
Agentforce Icon
Agentforce

Field Service

Optimize technician productivity and first-time fix rates

Salesforce
Field Service
Agentforce Icon
Agentforce

Parts & Logistics

Ensure right-part, right-time inventory management

Salesforce
Field Service
Salesforce
Revenue Cloud

Training & Knowledge

Transform tribal knowledge into accessible expertise

Salesforce
Service Cloud
Agentforce Icon
Agentforce

Upsell & Business Growth

Convert service moments into revenue opportunities

Salesforce
Revenue Cloud
Docusign
Salesforce
Service Cloud
Agentforce Icon
Agentforce

End Customer

Deliver exceptional self-service experiences

Salesforce
Service Cloud
Salesforce
Experience Cloud
Agentforce Icon
Agentforce

Transforming Asset-Intensive Businesses

We help asset-focused, knowledge-intensive, and regulation-heavy industries improve operations and drive revenue.

Driving Transformational Business Outcomes

"Uptima has been a critical partner in this process, without them, we would not have had the success we have today.“
Matthew
Senior Vice President, Operational Excellence
Utility worker reading from laptop computer in field

Built on Excellence

50%

Female Workforce

40%

Veterans and Military

170+

Employees Across the Globe

Group photo of Uptima leadership team members including John Teel, James Purl, and Brie Hintze
Selfie of Uptima leadership team members, Binish Munir and Mor Merzel
800+

Technical Certifications

75+

Agentforce Certifications

4

Product Advisory Board Members

Core Behaviors:

Curiosity, Stewardship, Team Player

Backed by
Industry Leaders

Ventures

Our Partners

We partner with the world’s leading AI platforms and partners

Make your business work smarter.