Case Study – Digital Education

Salesforce Community Cloud, CPQ, Service Cloud, HubSpot.

image1

Industry

Project Duration

Users

Products Used

Pain Point

Solutions

Customer had complex Pricing and discounting rules that complicated the quote process.

Implemented Salesforce CPQ to handle complex pricing structure and auto renewals.

Needed a self-service portal for teachers/parents to log/update cases and search knowledge base so that.

Implemented Salesforce Customer Community equipped with chatbot, self service capabilities and Knowledge base..

Poor Data Quality (incomplete address and duplicate data) issues impacting Sales and Support teams. Wanted to integrate CRM with external vendor systems for Order Processing.

Improved the data quality to 90% accuracy level using external sources for data enrichment.
Used Web services to integrate Salesforce with SAP for order fulfilment.

Faced challenges assigning orders to fulfilment partners based on expertise and geographical location causing delays in processing.

Implemented custom solution that used product types and customer location to identify a matching vendor for fulfilment.

Customer struggled with tracking qualified leads, lead conversion from marketing hub. The Sales and marketing platform were out of sync which impacted the ability to close deals and overall revenue.

Implemented HubSpot and built custom integration with Salesforce based on lead qualification criteria.

Migration to Lightning Experience.

Converted java script functionality and buttons to Lightning experience and migrated all the users (250+) from Classic to Lightning.

Pain Point : Customer had complex Pricing and discounting rules that complicated the quote process.

Solution : Implemented Salesforce CPQ to handle complex pricing structure and auto renewals.


Pain Point : Needed a self-service portal for teachers/parents to log/update cases and search knowledge base so that.

Solution : Implemented Salesforce Customer Community equipped with chatbot, self service capabilities and Knowledge base.


Pain Point : Poor Data Quality (incomplete address and duplicate data) issues impacting Sales and Support teams. Wanted to integrate CRM with external vendor systems for Order Processing.

Solution : Improved the data quality to 90% accuracy level using external sources for data enrichment.
Used Web services to integrate Salesforce with SAP for order fulfilment.


Pain Point : Faced challenges assigning orders to fulfilment partners based on expertise and geographical location causing delays in processing.

Solution : Implemented custom solution that used product types and customer location to identify a matching vendor for fulfilment.


Pain Point : Customer struggled with tracking qualified leads, lead conversion from marketing hub. The Sales and marketing platform were out of sync which impacted the ability to close deals and overall revenue.

Solution : Implemented HubSpot and built custom integration with Salesforce based on lead qualification criteria.


Pain Point : Migration to Lightning Experience.

Solution : Converted java script functionality and buttons to Lightning experience and migrated all the users (250+) from Classic to Lightning.

Creating a Smarter Return Management System with Salesforce

Creating a Faster, Smarter Way to Handle Product Returns 

Client Overview This company is a global leader in laser technology. Their advanced laser systems are used in aerospace, defense, healthcare, and scientific research. These lasers cover a wide range of light—from ultraviolet to infrared—and are known for being powerful, precise, and adaptable. The company works closely with scientists, engineers, and government agencies to support […]

Real-time Salesforce dashboard replacing manual Excel sales tracking for improved visibility and accuracy.

How We Replaced Manual Sales Tracking with a Real-Time Salesforce Dashboard

Client Overview A growing organization needed a more efficient and accurate way to track and analyze their sales performance. Their existing manual, Excel-based system was slowing down decision-making, creating inconsistencies, and limiting visibility across the organization. Business Challenge Before engaging Astreca Consulting, the client faced several operational bottlenecks: Manual & Error-Prone Tracking – Sales data […]

Illustration showing seamless customer support process with automated case creation, user submitting issue, and support agent responding quickly

Case Study: Improving Customer Support Through Seamless Case Creation

About the Company This company is a global leader in advanced laser technology. Their products are used in a variety of industries—including aerospace, defence, life sciences, and scientific research. These lasers help professionals perform highly specialized tasks, from material analysis to medical innovations.  Their team is known for developing cutting-edge solutions that support critical research […]