Case Study: Education Management Leader streamlines quoting and contract configuration with SoftServe

Education Management Leader - Customer Case Study

Education Management Leader, an educational marketplace provider of professional development services, assessment and analytics, faced a sales process that was difficult to scale. The team struggled with time-consuming quoting, multi-year product delivery, tax calculations, and managing price term approvals.

SoftServe implemented a new quoting, pricing, invoicing, and payments workflow on the Salesforce CPQ platform. The solution improved quote creation, supported complex configurations and recurring revenue tracking, and reduced errors through templates and automated pricing rules, helping streamline approvals, speed decision making, and reduce manual work.