Upmotion Tech

BACKGROUND

Please describe your company and position.

 I am the Product Owner of an information technology company 

Describe what your company does in a single sentence.

Upmotion Tech empowers businesses with innovative technology solutions, streamlining operations and driving growth through tailored consulting and cutting-edge tools.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upmotion Tech to accomplish?

• we engaged Upmotion Tech to overhaul our outdated CRM system and boost operational efficiency. The specific goals were to implement a customized Salesforce-based solution to improve customer data management, automate sales workflows to reduce manual tasks by 30%, and integrate real-time analytics for better decision-making. Upmotion Tech’s partnership approach ensured these objectives were seamlessly executed, delivering a scalable system that cut response times and enhanced our team’s productivity.

SOLUTION

How did you find Upmotion Tech?

• Online Search
• Referral

Why did you select Upmotion Tech over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Upmotion Tech were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Detailed Scope of Work:

Key Deliverables:

Customized Salesforce Sales Cloud Implementation

Fully configured CRM with custom objects, workflows, and dashboards tailored to the client’s business needs.
Integrated System Architecture

Seamless connections with HubSpot, Google Analytics, Avalara Tax, and the client’s ERP system via REST APIs.
Automated Workflows

Lead assignment, email triggers, and contract renewal processes automated, reducing manual tasks by 30%.
Data Migration Completion

50,000 customer records migrated with 98% accuracy, including cleansed and validated data.
User Training Package

Training sessions for 40 users, plus user guides and video tutorials for ongoing reference.
Comprehensive Documentation

Project roadmap, system configuration details, migration procedures, and KPI recommendations.
Post-Launch Support Plan

60 days of performance monitoring, bug fixes, and a ticketing system for continued assistance.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Reduction in Manual Tasks by 33%

Objective: Automate sales workflows to cut manual tasks by 30%.
Outcome: Post-implementation, automated lead assignment, follow-up reminders, and contract renewals reduced manual workload by 33%, as measured by time-tracking reports. Sales reps saved an average of 10 hours per week, allowing focus on client relationships.

Improved Data Accuracy to 98%

Objective: Enhance customer data quality during migration.
Outcome: Migration of 50,000 records achieved 98% accuracy, with duplicates reduced from 12% to under 1% and standardized formats for contact details. This led to a 25% drop in data-related errors in sales quotes, verified by post-launch audits.

Increased Customer Engagement by 20%

Objective: Boost engagement through automated, behavior-triggered campaigns.
Outcome: Process builder flows in Salesforce drove a 20% increase in email open rates and a 15% rise in click-through rates within 60 days, as tracked by integrated HubSpot analytics. This translated to a 10% uptick in repeat customer purchases.

Faster Sales Cycle by 22%

Objective: Streamline workflows to improve efficiency.
Outcome: Real-time dashboards and automated lead scoring shortened the average sales cycle from 45 to 35 days, a 22% improvement, based on CRM pipeline reports. This enabled the sales team to close 15% more deals per quarter.

System Adoption Rate of 92%

Objective: Ensure effective user onboarding and system uptake.
Outcome: Training and change management efforts resulted in 92% of the 40 trained users actively using Salesforce within 30 days, measured by login frequency and task completion rates. User feedback surveys reported an 85% satisfaction score with the system’s usability.

Tax Calculation Error Reduction by 95%

Objective: Improve accuracy in sales quotes via Avalara Tax integration.
Outcome: Automated tax calculations eliminated 95% of manual tax errors, dropping discrepancies from 50 to fewer than 3 per month, as confirmed by finance team reconciliations. This saved approximately 5 hours weekly in corrections.

Operational Cost Savings of $40,000 Annually

Objective: Optimize processes to reduce overhead.
Outcome: Combined efficiencies from automation, error reduction, and faster sales cycles cut operational costs by $40,000 per year, primarily through reduced labor hours and improved resource allocation, as calculated by the client’s finance team.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Upmotion Tech’s project management for our Salesforce CRM implementation was a standout, blending structure, flexibility, and clear communication to deliver results that met our needs.

What was your primary form of communication with Upmotion Tech?

Virtual Meeting

What did you find most impressive or unique about this company?

What struck me as most impressive and unique about Upmotion Tech was their ability to blend deep technical expertise with a genuinely human-centered partnership approach, making complex solutions feel intuitive and tailored.

Are there any areas for improvement or something Upmotion Tech could have done differently?

Another opportunity lies in mid-project progress visualization. Upmotion Tech’s weekly status meetings and ClickUp updates were thorough, keeping us aligned on milestones like data migration and Avalara Tax integration. However, the updates were often text-heavy, with detailed reports that sometimes buried key insights.