Every figure below came from a StreamForce engagement, from global EdTech rollouts through PE-backed carve-outs to enterprise CPQ, published with our clients’ permission.
Case studies
End-to-end Revenue Cloud and Education Cloud rollout for a global corporate language provider. Enrollment, ERP, e-signature, payments and tax automated across every region, with no business downtime.
Legacy CRMs with manual, non-standard processes across multiple acquired companies, invoice errors and a five to seven day lead-to-quote cycle. We consolidated the post-acquisition landscape onto Salesforce with data quality controls, rebuilt quoting with CPQ and guided selling, and integrated CLM, Gainsight and BI. Quote approval time fell 34%, average ACV per sale rose 4%, automated PS project setup saved 4 FTE, and the Salesforce development and support team came down to 2 FTE on a no-code, click-to-complete model.
Patient-to-revenue transformation following acquisition, automating billing, revenue recognition and ERP journal entries so finance could close on schedule rather than on overtime.
Data cleansing, advanced CPQ and 15+ cloud integrations unified through iPaaS, which finally replaced PowerPoint as the reporting source of truth for a K-12 and higher education data platform.
New Salesforce implementation with full NetSuite and HubSpot integration, unifying the marketing-to-revenue view with real-time financial visibility. Reps were pulled off administrative work and back onto selling, which showed up directly in quota attainment.
Two business integrations delivered for their acquisitions, alongside a full lead-to-revenue reimplementation including a complex pricing methodology in Salesforce CPQ. Improved data quality, reporting and SKU rationalization cut the time it takes to prepare a board meeting from twelve days to four.
Finance transformation on Revenue Cloud. Billing and invoicing automated end to end, month-end close automated, and guided selling introduced so reps could upsell the right SKUs. On-time invoice generation improved AR collections, and eliminating invoice errors showed up in customer satisfaction.
Twelve business integrations delivered across an acquisition programme, then lead scoring and routing rebuilt with just-in-time automation so no lead sat waiting for follow-up. Better scoring put reps on the right deals, closing the upsell opportunities and revenue leakage that had been going unnoticed.
Redesigned the Snowflake RBAC security model into something scalable and maintainable, with governance guidance for the team who run it day to day. Configured secure Snowflake connectivity for Tableau Cloud using key pair authentication, then worked alongside Purdue's Identity Management team to implement Single Sign-On, an area where the foundation had no internal expertise.
A six-year embedded technology partnership providing integration infrastructure, production support and institutional knowledge for an association with a major annual event to run.
Note$30M+ covers the two M&As executed at LRN. $240M+ is total enterprise value generated across all clients to date.
In their words
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