Sales Process Integration

THE CLIENT

  • A $55M educational services business, acquired by a large K-12 learning company

THE PROBLEM

  • With both Sales and Services teams operating in a separate system

THE SOLUTION

  • Data migration

  • Salesforce process mapping and integration

  • SAP order to cash integration

THE RESULTS

  • 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 orders were processed separately into different ERP systems.

  • Redesigned the Services order fulfillment process and integrated it into the acquiring organization.

Education, Professional ServicesWebsite LevelUpCRMIntegration, merger, Salesforce, Sales Process, Sales Cloud, Sales Productivity