Berlitz has partnered with StreamForce Solutions to implement a new SalesForce organization with CPQ, streamlining the Sales to Education Delivery process. Berlitz set the goal to create a streamlined system that would work for the global operation, providing the same system and structure to all locations of Berlitz training centers. Berlitz desired a Lead to Revenue operation, streamlining the enrollment and delivery process, and providing a single system for sales and lesson delivery.

• SalesForce Sales Cloud
• Docusign
• Stripe
• SalesForce Revenue Cloud (CPQ)
• Netsuite with Celigo
• Salesforce Experience Cloud
• Avalara AvaTax
• Salesforce Education Cloud
• Custom Education System Integration

The Challenge

• Complex Product Catalog with large product list.
• Enrollment process required multiple systems, data entry into multiple programs, and heavy employment costs.
• Scheduling process required multiple employees, manual data entry into multiple systems.
• No ability for the students to see their progress or communicate with Berlitz without calling.
• No ability for the teachers to communicate directly with students outside of classes or provide status updates.
• No standardized processes for taxes, payment gateways, and no integrations for the various number of systems.

The Solution

• Developed a Revenue Cloud Sales Solution to minimize the product list and allow pricing via configuration options.
• Developed an automated enrollment process that enrolls students into programs upon a successful closed/won opportunity.
• Created a custom Scheduling process to schedule programs with minimal effort.
• Created a custom Learner Portal, allowing learners to view and maintain their schedule, see instructor profiles, schedule meetings with Sales Personnel, create support cases, communicate with their instructor, and receive certificate updates.
• Created a custom Teacher Portal, allowing teachers to view and maintain their schedule, see student profiles, communicate with their students, and enter progress pedagogy records.
• Integrated Salesforce with DocuSign, Avalara AvaTax, Stripe, NetSuite, and custom teaching solutions developed for Berlitz to streamline the education process.

The Outcome

• Reduced the language product list to just 3 products, and reduced the sales process to a filtered list of materials to associate with the products based on the configuration options of the language courses.
• Removed the manual data entry to enroll the learners into programs entirely via use of flows and automation.
• Streamlined the Scheduling process for programs, reducing the overhead needs and simplifying the process by showing instructor availability.
• Created a one-stop Learner’s portal for all course related activities, including workbook downloads, scheduling maintenance, payments, and communication.
• Created a one-stop Instructor’s portal for all courses they are instructing, including progress tracking, scheduling maintenance and communication.
• Integrations created an automated tax calculation, payment gateway, and custom education system removed the needs for manual data entry and improved data reliability.

Services Provided

• New Salesforce instance, including SalesForce CPQ.
• Experience Cloud Development for Students and Instructors.
• Education Cloud configuration.
• OmniScheduler custom scheduling development.
• DocuSign Integration.
• NetSuite Integration with Celigo.
• Avalara AvaTax Integration.
• Stripe Integration.
• Custom Education System Integration.