Uptima, a San Francisco, CA-based consulting firm, received funding from Salesforce Ventures and Docusign Ventures.
The amount of the deal was not disclosed.
With this investment, the firm will continue to enhance its IP-based accelerators (“Everything-to-Revenue”™), business transformation and global project delivery capabilities.
Founded in Israel in 2007 by co-founders Boaz Meridor and Sigi Wise and led by Adam Menzies, CEO, Uptima is a global consulting and system integration firm specializing in B2B Customer Experience Transformation in the areas of Quote to Cash, Field Service Management and Contract Lifecycle Management. It is recognized by Salesforce as a Navigator Expert in the Manufacturing sector and by DocuSign as a Platinum Partner. It is specialized and focused on Salesforce’s Revenue Cloud Solutions (CPQ, Subscription Management & Billing, also referred to as “Quote-to-Cash”), Service Cloud, Salesforce Field Service (SFS) Solutions, and DocuSign CLM (Contract Lifecycle Management).
The firm has grown its consulting team, which is now distributed across the United States, Canada, Israel, and Asia-Pacific.
FinSMEs
31/08/2022