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 Implemented Salesforce for a Leading International Organization Case Study
Case Study

An Edu-Tech Company Automated Its Entire Sales Process Across Multiple Business Lines And Went Live In Eight Weeks For Over 100 Users

Client

The client is an advanced Ed-Tech platform that offers high-quality, multilingual content tailored to various curricula. It utilizes patented AI to identify and address learning gaps, ensuring optimal user performance.

Industry

Education


Region

APAC

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Challenges

The client was faced with the formidable challenge of automating an extensive sales process for over 100 users across multiple business lines, all within a strict eight-week deadline.

They encountered significant obstacles in providing a streamlined sales, customer onboarding, and support process to their employees dispersed across various locations and business streams (B2B, B2C & B2G).

Solution

The Datamatics team successfully implemented a comprehensive system using Salesforce that integrated the client’s business operations, including sales, customer onboarding, and support processes.

This was accomplished through the development of over 40 unique processes, the generation of 76 distinct reports, and the creation of 7 dashboards.

The system was designed to support a reporting structure for over 60 users and incorporated 6 integrations with external systems and interfaces.

Impacts

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Improved lead management process

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Streamline customer on-boarding and Support process

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Integrated Customer Issue Resolution

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Performance overview with a single click

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