A leading education organization partnered with Astreca to modernize its enrollment, sales, fulfillment, and customer support operations. With 230 users and complex program pricing, the client needed a unified CRM infrastructure to automate quoting, improve data accuracy, streamline lead management, and deliver a better self-service experience for teachers and parents. Over 12 months, Astreca implemented Salesforce Sales Cloud, Salesforce CPQ, and Experience Cloud to transform the complete business lifecycle.
The client offers a wide range of educational programs across multiple regions. Their internal teams relied heavily on spreadsheets, manual price calculations, disconnected systems, and legacy Salesforce Classic functionality, leading to inefficiencies and operational bottlenecks.
The organization managed multiple program-specific and region-specific pricing models. Manual quote creation often led to inconsistent pricing and delays in closing opportunities.
Support volume was extremely high because teachers and parents lacked a portal to raise or track cases or search knowledge articles independently.
The presence of duplicates, incomplete addresses, and inconsistent naming conventions impacted reporting, customer communication, and the ability to segment users accurately.
Order processing required manual communication with external vendors, causing delays and occasional mismatches.
Vendor selection was done manually based on region and program type, making the process slow and error-prone.
HubSpot-generated leads were not syncing properly into Salesforce, resulting in poor lead qualification and limited visibility into conversions.
The client’s teams were still operating in Classic, restricting access to modern UI, productivity tools, and automation capabilities.
Astreca implemented Salesforce CPQ to automate pricing, enforce discount rules, streamline approvals, and support renewals. Guided selling reduced manual effort and eliminated pricing errors, enabling the sales team to generate accurate quotes within minutes.
A fully branded Experience Cloud portal allowed users to raise and track cases, browse a structured Knowledge Base, and access chatbot-driven assistance. The portal reduced dependency on support agents and significantly improved service response times.
Astreca executed enterprise-grade cleansing using Salesforce data cleansing best practices. This included deduplication, data normalization, address enrichment, and data standardization. As a result, the CRM achieved more than 90 percent data accuracy.
A real-time integration with SAP automated order submission, confirmation tracking, and fulfillment updates. This eliminated manual handovers and ensured end-to-end visibility.
A custom rules engine automatically selected the appropriate fulfillment vendor based on customer location, program type, and vendor capabilities. This reduced turnaround times and improved operational accuracy.
Astreca implemented a synchronized connection between HubSpot and Salesforce, using structured lead qualification and scoring criteria. This ensured a clean flow of marketing-qualified leads into the sales pipeline and improved alignment between sales and marketing teams. The integration followed Astreca’s HubSpot Salesforce integration framework.
The organization migrated completely from Classic to Lightning. All JavaScript buttons and custom logic were rebuilt, Lightning record pages were optimized, and 230 users were trained to adopt the modern interface.
40% Faster Quote Generation
Automated pricing and approval rules streamlined the entire quoting process.
90%+ Data Accuracy
Clean, enriched CRM data improved segmentation, reporting, and communication.
35% Reduction in Support Tickets
The Experience Cloud portal enabled teachers and parents to self-serve.
50% Faster Order Fulfillment
Automated vendor assignment and SAP integration accelerated order processing.
Improved Sales and Marketing Alignment
Unified systems improved MQL-to-SQL progression visibility.
Complete Lightning Adoption
All users transitioned successfully, improving productivity across departments.
Astreca transformed the education organization’s end-to-end sales, enrollment, and customer service processes through a unified Salesforce ecosystem. With automated quoting, enriched data, structured integrations, automated fulfillment assignment, and a modern self-service portal, the client now operates on a scalable and efficient CRM foundation designed for long-term growth.
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