Establishing Salesforce Sales Cloud with Integrations

Copenhagen, Hovedstaden, Denmark
251-500
Education,SaaS

Labster is an innovative, interactive platform that provides virtual science labs, enabling students to engage in realistic experiments and simulations. Designed to enhance STEM education, Labster offers an immersive learning experience that allows users to explore complex scientific concepts in a virtual environment. With a wide range of subjects such as biology, chemistry, physics, and environmental science, Labster’s simulations provide a hands-on approach to learning without the need for physical lab equipment. It is used by schools, universities, and institutions around the world to enhance curriculum, foster curiosity, and offer a safe, accessible alternative to traditional lab work.

Labster engaged with StreamForce Solutions for an ambitious project to optimize 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.

Included Services

Challenges

Legacy Org with heavy technical debt.
Data warehouse needs with integrations across several systems.
Needed a replacement solution for the existing Customer Success due to the existing costs.
The complex sales process needs simplification.

Solutions

Developed a new Salesforce instance with a unified Sales process.
Performed an iPass integration between the data warehouse, licensing systems, and Salesforce.
Configured Revenue Intelligence for reporting.
Developed a custom Customer Success module to eliminate billing costs from Gainsight.
Data migration from legacy Salesforce quoting configuration.
Integration with DocuSign for automated quote delivery.
Integration with NetSuite for automated invoicing.

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Outcomes

Automated contract and invoicing processes have significantly reduced the customer sales process time.

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.