Case Study: a higher education intelligence solutions company streamlines growth and sales operations with Tectonic and Salesforce

Higher Education Intelligence Solutions Company supports 1,700 institutions with Tectonic

A higher education intelligence solutions company, formed through multiple acquisitions and serving over 1,700 institutions, faced the challenge of unifying five separate organizations into a single Salesforce org. They needed to enhance their Salesforce environment to support future growth and transition to a subscription pricing model. The vendor, Tectonic, was engaged to address these challenges using Salesforce Sales, Service, and Experience Clouds.

Tectonic implemented Salesforce CPQ to standardize products and pricing, enabling the move to subscription pricing. The solution integrated Intacct for invoicing and DocuSign for contracts. For customer support, Service Cloud was configured with Email to Case, Web to Case, and Live Agent, while Experience Cloud was used to create a public help site. As a result, Tectonic delivered an enterprise solution that standardized processes, enhanced sales operations, and provided improved reporting to measure key performance indicators for both sales and support teams.