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.
engagement type
Managed Services
product
Service & Sales Clouds
industry
Education
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
challenges
- Sub-optimal leads and opportunities management
- Lack of effective management of upsell and opportunity renewals
- Absence of reliable customer support system
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
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