Case Study – Digital Education

Salesforce Community Cloud, CPQ, Service Cloud, HubSpot.

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.

Data Accuracy and Efficiency

Streamlining Data Accuracy and Efficiency through Country and State Pick Lists

Industry Media Technologies Salesforce Sales Cloud  Client Location US  Technical Solution Salesforce State Country Picklist Functionality and Excel Functions Overview In the rapidly evolving landscape of data management, organizations often grapple with challenges related to data accuracy and consistency. This case study explores how a company successfully implemented a functionality involving Country and State pick […]

Bulk Merge for Contact Integrity

Bulk Merge for Contact Integrity: Identifying and Deleting Duplicate Contacts With Ease

Overview  An international nonprofit organization was struggling with the unwieldy number of contacts in its database. It specifically possessed 3,569,188 separate contacts. The initial analysis revealed that 33,742 of these entries were duplicate contacts.  The Organization’s Problem  This nonprofit needed a way to efficiently delete its duplicate contact data. The goal was to streamline the […]