Sales and Service Management

IMPROVE SALES AND SERVICE PROCESSES FROM SHOP TO FIELD.

We bring industrial AI to your sales and service processes to equip you with real-time, asset-centric insights. Increase the availability and performance of critical equipment and deliver efficient, differentiated sales and services in the field.

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Sales and Service Management

DATA-DRIVEN DECISION-MAKING HAS ARRIVED.

Whether you’re an equipment dealer or OEM, Uptake Sales and Service Management uses industrial AI to optimize key processes surrounding your customers and their assets.

Results and Outcomes

IMPROVE THE PRODUCTIVITY OF YOUR SALES AND SERVICE OPERATION.

Centralize and Monitor Work Order Demands

Gain clear visibility into work orders, including the parts, tools and skills that are necessary for success. Prevent delays and increase the number of jobs completed in a day.

Optimize Service Scheduling

Improve visibility into the work progress of technicians across your business, optimizing scheduling and labor force planning. Decrease poor scheduling decisions and eliminate wasted time.

Improve Technician Efficiency

Access core historical and machine data in the field, arming technicians with the insights they need to arrive on site prepared to complete jobs quickly. Reduce administrative burdens, ensuring more time is spent on revenue-generating activities.

Modernize Work Order Processes and Improve Cash Flow

Seamlessly integrate data from systems across your business to consistently deliver fast, accurate service. Easily manage a high volume of service contracts in a centralized repository and significantly shorten the time from service to invoice.

Drive New Operational Efficiency

Streamline the management of customer contracts, entitlements, billings and warranties. Ensure profitability and success with detailed insight into records of equipment components, coverage and planned maintenance tasks, as well as requirements for parts and tools.

Analyze Performance and Improvement Opportunities

Continuously measure field performance and identify areas for improvement. Our machine learning leverages historical data plus real-time, condition-based monitoring to predict failures and inform precise servicing, reducing costs and preventing breakdowns.

See our applications built specifically for equipment dealers.

Equipment Dealers

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Ready to take your sales and service management to the next level?

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