UptimaSalesforce Ventures and Docusign Ventures funded a consulting firm based in San Francisco, CA.
The deal’s amount 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. Salesforce has designated it a Navigator Expert in Manufacturing and DocuSign as 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.