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Case Study

LearnZillion: Managed Services

Case Study

Streamline sales and customer service processes

Suboptimal lead and upsell management was improved by automating renewals and streamlining processes, leading to better forecasting and customer satisfaction.

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engagement type

Managed Services
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product

Service & Sales Clouds
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industry

Education
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LearnZillion (now Imagine Learning Classroom) empowers educators to spend less time building student-facing materials from scratch and invest more time meeting their students' unique learning needs.

Overview
    • Key Challenges: Suboptimal Lead and Upsell management
    • Key Solutions: Automated renewals and streamlined processes
    • Key Impact: Improved forecasting & customer satisfaction
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challenges
    • Sub-optimal leads and opportunities management
    • Lack of effective management of upsell and opportunity renewals
    • Absence of reliable customer support system
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Solutions
    • Streamlined lead and opportunity management
    • Set up an automated solution for renewal management
    • Implemented an efficient case management channel with a knowledge-based public portal
    • Created dashboards and reports for the Service and Sales teams
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Impact
    • Process optimizations: reduced errors, turnaround times, and need for manual intervention
    • Boosted process outcomes: improved customer experience, satisfaction and retention
    • Unified data management: improved forecasting, result quantification and optimized report generation

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