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 of creating a streamlined system that would work for its global operation, providing the same system and structure to all locations of its 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.
Included Services
Challenges
- Complex Product Catalog with a 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 systems.
Solutions
- 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.
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Outcomes
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 the 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.