Establishing Salesforce Sales Cloud with IntegrationsK-12 & Higher Ed

Labster is a fast-moving, award-winning company that focuses on revolutionizing the way science is taught to students all over the world. Virtual labs are simulated learning environments that allow students to complete laboratory experiments online and explore abstract concepts and difficult theories without stepping into a physical science lab. Labster’s labs are based on mathematical algorithms supporting open-ended investigations and are combined with gamification elements such as an immersive 3D universe, storytelling and a scoring system that stimulates students’ natural curiosity and highlights the connection between science and real-world issues.

Denmark
500+ employees
Education

Project Overview

Labster engaged with StreamForce Solutions for an ambitious project aimed at optimizing its sales operations. The project involves the establishment of a new SalesForce instance, migration of data from the legacy system, CSI, and the implementation of Sales Cloud and Revenue Cloud for sales processes. Additionally, integration with DocuSign for eSignatures, NetSuite for billing, and the addition of the Revenue Intelligence module for advanced reporting are key components of the project. Labster also aims to maintain the functionality of the CSI system through integration with SalesForce to facilitate licensing within CSI. Labster also desires to  reduce costs associated with its current Customer Experience application, Gainsight.

  • SalesForce Sales Cloud
  • CSI
  • SalesForce Revenue Cloud
  • UbiSim
  • DocuSign
  • NetSuite
  • SalesForce Revenue Intelligence
  • Workato

The Challenge

  • Legacy Org with heavy technical debt
  • Data warehouse needs with integrations across several systems
  • Needed a replacement solution for existing Customer Success due to existing costs
  • Complex sales process needing simplification

The Solution

  • Developed a new Salesforce instance with a unified Sales process
  • Performed an iPass integration between the data warehouse, licensing systems, and Salesforce
  • Developed a custom Customer Success module to eliminate billing costs from Gainsight.
  • Integrated Salesforce with DocuSign and NetSuite for simplified seamless sales process

The Outcome

  • Customer Sales Process time reduced significantly with automated contract and invoicing processes.
  • Simplified the licensing software process across all systems, allowing licensing to be automated by the contract terms.
  • Provided a central system architecture through integrations, allowing one time entry of data cascaded to all necessary systems, and a single source of truth for reporting.
  • Provided a new Customer Success solution, eliminating all costs from Gainsight for future cost savings

Services Provided

  • Implementation and configuration of Salesforce CPQ
  • Integration with Labster’s custom license systems.
  • Integration with a data warehouse
  • Configuration of Revenue Intelligence for reporting.
  • Integration with DocuSign for automated quote delivery.
  • Integration with NetSuite for automated invoicing.
  • Data migration from legacy SalesForce quoting configuration. 
  • Salesforce Health Check
  • Maintenance and Support