Case Study
Optimized Moodle's partner ecosystem and sales efficiency.
Innovating solutions for seamless partner integration and success.
engagement type
Estimated Project
product
Sales Cloud, Service Cloud, Experience Cloud
industry
Education
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Moodle is a highly customizable online learning platform with its core Moodle LMS used worldwide, supported by additional tools and a network of expert service providers.
Overview
- Key Challenges: Addressing inefficiencies in partner sales and service processes.
- Key Solutions: Implemented a partner portal and streamlined sales and service workflows.
- Key Impacts: Achieved improved sales tracking and enhanced partner support efficiency.
challenges
- Partner Sales Tracking: Difficulty in monitoring educational partner engagements and managing academic licenses and commissions.
- Sales Process Alignment: Lack of coherent strategy in lead distribution and collaboration, hindering educational outreach and partnership potential.
- Ticket Management: Inadequate system for swiftly resolving educational partner inquiries, impacting satisfaction and efficiency.
Solutions
- Educational Partner Portal: Enhanced portal for streamlined partner interactions, improving lead management and deal closures in academia.
- Lead Allocation Protocol: Systematic approach for efficient educational lead distribution, enhancing internal and partner sales collaboration.
- Service Management Upgrade: Enhanced system for efficient resolution of educational inquiries, improving partner support and operational efficiency.
Impact
- Enhanced Partner Management: Improved tracking and management of educational partnerships, optimizing license and commission processes.
- Streamlined Sales Collaboration: Better lead distribution and sales teamwork, boosting educational outreach and partnership success.
- Improved Support Efficiency: Quicker and more effective resolution of partner inquiries, enhancing satisfaction and support quality.