LearnZillion – Managed Services
Enhanced lead and upsell management through Salesforce automation
Greater forecasting
accuracy with cleaner data & process flow
Improved customer satisfaction from streamlined sales operations
LearnZillion faced suboptimal lead handling and upsell management that hindered forecasting and customer growth. Manual processes and fragmented data reduced sales productivity and visibility.
CUBE84 provided Salesforce Managed Services to automate renewals, streamline business processes, and improve forecasting accuracy.
The engagement delivered better operational alignment, improved customer lifecycle insights, and boosted sales efficiency.
LearnZillion is a learning platform that delivers curriculum solutions and online curriculum support for educators. Facing growth in users and clients, they needed a Salesforce ecosystem that could scale with their business and support ongoing sales operations.
CUBE84 provided Salesforce Managed Services — a continuous partnership that extends LearnZillion’s internal team with certified Salesforce experts. The focus was on system optimization, data hygiene, automation of sales processes (including renewals and upsells), and structured forecasting support inside Sales Cloud.
On the surface, LearnZillion needed better sales operational outcomes.
The deeper issue was fragmented sales workflows and limited internal capacity to scale processes such as renewals, upsells, and forecasting. These gaps led to inconsistent revenue visibility and slower sales velocity.
The customer felt they were not able to manage growing upsell volume without automation. Forecasts were inaccurate since data that was being analyzed was not complete or errorfree.
LearnZillion needed an operational rhythm supported by Salesforce expertise.
CUBE84 began with a comprehensive assessment of LearnZillion’s existing Salesforce setup and sales workflows.
Automation rules were configured for renewals and upsell triggers, reducing manual handoffs and errors. Validation and cleanup of critical sales fields ensured higher data quality. Reporting and dashboards were configured to give leadership clearer forecasting insights.
Through the Managed Services engagement, CUBE84 maintained system health, optimized workflows over time, and supported change management to help adoption across teams.
The impact was felt within weeks. Automated lead and renewal processes replaced manual tracking, freeing up sales reps to focus on customer engagement rather than admin work.
Forecast accuracy improved as leadership teams began relying on consistent, trustworthy data rather than patchwork reports. Insights from dashboards enabled faster decision-making, and productivity gains helped teams handle higher volumes without adding headcount.
Sales operations moved from reactive to deliberate, supported by a stable and continuously optimized Salesforce environment.
“Our Salesforce system now works as an extension of our sales team. Renewals and upsells run with less friction, and we finally have forecasting confidence. The Managed Services model means we always have expert support when we need it.”
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