About the client
Our client is an educational publishing and consulting company that partners with thousands of schools to create customized educational programs that improve reading proficiency for students with poor reading skills.
Client challenges
With the legacy system to monitor the sales and renewal process, the client faced problems in sales configurations, quoting, and pricing accuracy. Renewal tracking and contract management consumed considerable time and cost. These challenges impacted their customer retention and operational efficiency.
LevelShift resolved these challenges by implementing Salesforce CPQ in the client’s system, which automated their sales process and ensured a more accurate quoting and pricing process. These improvements resolved their customer retention and operational challenges.
Solution
LevelShift implemented an automated sales process to streamline quoting, pricing, and proposal generation, improving efficiency and accuracy while enhancing customer satisfaction. The solution included:
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Automation of sales processes: Eliminated manual data entry, improving accuracy in quoting, pricing, and proposal generation.
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Increased customer retention: More productive operations led to higher customer satisfaction and retention rates.
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Reduced operational costs: Automation reduced the need for manual labor, allowing resources to focus on value-adding activities.
Benefits
By implementing Salesforce CPQ and automating the sales and renewal process, LevelShift enhanced operational efficiency and customer satisfaction. The benefits include:
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Improved customer retention: Streamlined processes led to higher satisfaction and loyalty.
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Enhanced sales operations: Automation increased accuracy, efficiency, and productivity in sales workflows.