Implemented data cleansing and enrichment solutions, optimized lead and opportunity management, and advanced CPQ capabilities. Refreshed the customer community, and integrated 15+ cloud solutions with an IPaaS solution.

  • SalesForce Sales Cloud
  • SalesForce Experience Cloud
  • JIRA
  • SalesForce Revenue Cloud (CPQ)
  • Marketo
  • SalesForce Development (APEX / LWC)
  • Parley Pro
  • SalesForce Service Cloud
  • Sage Intacct

The Challenge

  • Poor data quality resulting from legacy M&A activities.
  • Inconsistent processes across siloed operations.
  • Manual reports / consolidation of data with PowerPoint as the source of truth.
  • Over-investment in BI initiatives with data transformation masking operational issues.
  • No integration connecting sales and finance systems.

The Solution

  • Implemented data cleansing and enrichment solution.
  • Enabled new Go-To-Market engine with end to end management of Leads, Optimized Opportunity Management and Forecasting, advanced CPQ/quoting capabilities (Asset/Subscriptions/Automated Renewals, sophisticated, yet flexible product pricing and bundle configuration, automated sales order/contract generation).
  • Replaced data lake, ETL and reporting package with a lower cost BI solution to enable end users to build reports from a consistent data set.
  • Refreshed Customer Community to increase Customer Self-Service/case deflection, including single sign on and chat capabilities.
  • Implemented IPaaS solution to drive consistency in integrations of 15+ cloud solutions.

The Outcome

  • Built the foundation to drive cross-functional collaboration.
  • Created process uniformity for better predictability of results.
  • Simpler, easier, faster Sales quoting.
  • Greater efficiency for sellers, allowing them to focus on selling vs admin and “workaround” type activities.
  • 360-degree view of the customer in SFDC.
  • Upsells and cross-sells can be contracted anytime.
  • Seamless integration between SFDC and intact.
  • Streamlined the approval process including implementing DealDesk.
  • Enabled success planning to monitor and track customer outcomes.
  • Integrated project creation for implementation services and management.
  • Streamlined ticket management processes with information sharing between applications.
  • Greater data integrity and improved reporting, opening the door to more easily prospect and close new business, cross-sell products, and upsell into a larger portion of our current customers.

Services Provided

  • Enterprise Transformation Services
  • Mergers & Acquisitions
  • Customer 360

  • Watermark Insights is a leading provider of educational software solutions aimed at improving student learning outcomes and institutional effectiveness. Their suite of products includes tools for assessment, accreditation, faculty activity reporting, course evaluations, and learning outcomes measurement. Watermark’s platform helps educational institutions gather and analyze data to inform decision-making, enhance teaching and learning, and demonstrate accountability. By streamlining these processes, Watermark Insights supports schools, colleges, and universities in achieving their goals of continuous improvement and academic excellence.

    New York City, NY

    200 - 500

    K-12 & Higher Education

  • “StreamForce was the right partner in consolidating, streamlining our processes. They are customer-focused and allowed us to build a great foundation for us to grow our business efficiently. I highly recommend partnering with the team for all of your application and integration needs.”

    Steven Ballantyne

    COO

    Watermark