LevelShift Implements Salesforce CPQ for an Interactive Learning Management Services (LMS) Provider and Helps Enhance its Sales Process

The client is a global leader in interactive Learning Management Services (LMS) delivered across more than 1,200 educational institutions globally. Their services offer engaging learning experiences through cloud-based content creation, feedback, and real-time insights.

Managing an array of products without Salesforce CPQ is complex and time-consuming. It leads to difficulties in managing product configurations, pricing, and quoting. In addition, it can also result in longer sales cycles and pose challenges in product and service offerings. Manual processes increase the possibility of errors that can affect customer satisfaction and hinder organizational growth.

LevelShift implemented a comprehensive Salesforce CPQ system and incorporated the client’s existing products and services across all their business units. This improved their quotation process and eliminated manual errors in pricing and quotation. Our solution also ensured that the data generated during the sales process was in sync with their backend database, enabling faster access to more accurate data.

• Automated contract processes: LevelShift automated the contract process, which reduced manual intervention, eliminated errors, and improved overall process efficiency.
• Flexible pricing and discounts: LevelShift implemented Salesforce CPQ to enable flexible pricing across products, users, and diverse markets with multi-currency support and pricing strategies.
• Improved product catalog setup and bundling: We established a robust product catalog with product bundling configurations across product-optimized offerings to help sales representatives present comprehensive solutions.
• Enhanced sales operations: Integrating reporting tools, a standardized approval process, and creating eSignature-enabled quote templates improved efficiency and achieved compliance in sales operations.
• Real-time data sync: Our solution ensured the data generated during their sales process was in sync with their database. The new CPQ-powered dashboard enhanced data visibility and enabled insights derivation to be easy and accessible to all.
• Legacy Quote Data Migration: LevelShift also guided and enabled the business to successfully migrate/convert multiple legacy non-CPQ quotes into the newly established CPQ system, which ensures business continuity on key deals while migrating to the CPQ process.