About Client
The client is a rapidly growing global company delivering subscription-based products across multiple regions with localized pricing and custom contracts. To scale efficiently, they required a unified system that maintains pricing accuracy, operational efficiency, and a consistent customer experience across teams.
Location: USA
Platform: Salesforce (Revenue Cloud)
Industry: Education (e-learning)
The Challenges
Multiple pricing tiers, regional discounts, and custom contracts led to inconsistencies and revenue leakage.
Disconnected systems across Sales, Finance, and Operations caused misalignment and manual errors.
Manual processes delayed activation and reduced overall customer experience.
Managing multiple products without integrated tools increased complexity and errors.
Slow, inaccurate processes affected financial reporting and strategic decisions.
Existing systems required heavy manual effort to support new products or regional expansion.
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