Education Solution Providers

 

At Level Up CRM, our education industry experience runs deep, making us uniquely qualified to meet the needs of your Sales, Services, Marketing and Customer Success teams. Below are some of the brands we have worked with, helping them navigate through mergers and acquisitions, integration of Sales, Services, Marketing, and Customer Service teams, data clean up and data migration, upgrading to Salesforce, integrating Salesforce with ERP systems and additional apps and enhancements.

 

Customer Success Stories - Education Solution Providers

 
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Customer Engagement Improvement
Customer Engagement Improvement

Customer Engagement Improvement

K-12 EdTech & Professional Services Provider

Implementation of an end-to-end process for collecting customer feedback, integrating it in real-time with Salesforce professional services events, and reporting on the results to measure CSAT and define follow ups.

Sales Process Integration
Sales Process Integration

Post Merger Integration

Professional Development Services

Created a joint sales process to support the acquisition integration of an EdTech business into a learning solutions company, allowing the new sales team to go to market as one, while fulfillment processes remained separate.

Sales Process Optimization
Sales Process Optimization

SALES PROCESS OPTIMIZATION

Leading K-12 Education Publishing & Technology Company

Level Up CRM increased sales productivity by 8 - 10% at a leading K-12 education company, by implementing a combination of business process improvements, Salesforce system optimizations, establishing KPIs and reporting to monitor progress, and introducing a coaching program.