Full CRM and CPQ transformation for a North American EdTech SaaS leader
A North American EdTech SaaS leader serving K-12 globally, with around 5,000 employees and tens of thousands of school customers.
The challenge
Years of acquisition had left a patchwork of CRMs, billing models and quoting tools. Reps could not get a clean view of a district, a school or a renewal. Finance could not close the books without heroics.
What was delivered
Designed one customer hierarchy that respected the way K-12 actually buys, from district down to building.
Rebuilt the sales motion in CRM with a CPQ that handled subscription, term and bundle pricing.
Joined CPQ, billing and renewals so amendments stopped being recreated by hand each cycle.
Stood up a clean reporting layer for revenue, retention and net retention.
Outcomes
Reps gained a single view of the district and the buying journey.
Quote turnaround compressed across the priority motions.
Renewals visibility lifted, with risk surfaced earlier each quarter.
Finance close pain reduced because billing followed the new contract data.
Delivered by Impactron team members in prior roles at global system integrators and product companies.
Meet the people who deliver outcomes like this.
Senior practitioners. Decades of hard-won expertise. Ready to talk.
Akhil Sachan
CPQ Consultant
Vinod Kumar Vattikuti
CPQ Technical Architect
Suhasini K V
CPQ Specialist
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