Case Study – Digital Education

Salesforce Community Cloud, CPQ, Service Cloud, HubSpot.

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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.

Our Valued Customers

What Our Clients Say

Five stars on customer satisfaction and Salesforce appexchange ratings.
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