How a Growing EdTech Company Transformed Lead Management, Service, and Marketing With Salesforce

Modern education software companies depend on fast response times, clean data, and coordinated handoffs between sales, service, and marketing. This client came to us with fragmented systems, manual processes, and no clear visibility across the customer lifecycle. Blackmore rebuilt their entire operational flow on Salesforce - turning disconnected steps into a unified, automated engine for growth.

Education

Industry: Education / Software

Products Used: Sales Cloud, Service Cloud, Marketing Cloud, Custom Development

Challenge

The company’s lead management and demo request process was bottlenecked by inconsistent website submissions and manual routing. Sales teams lacked visibility into lead status, marketing couldn’t segment effectively, and customer service had limited context for supporting existing users. Their subscription management system was siloed, requiring repetitive data entry and causing delays.

With no unified source of truth, teams were spending more time managing spreadsheets and chasing information than engaging with prospects and supporting their users.

Solution

Blackmore implemented a complete Salesforce transformation across Sales Cloud, Service Cloud, and Marketing Cloud - supported by targeted custom development and integrations. We redesigned their entire lead-to-sales workflow, building a structured process from website form submission to qualified opportunity. Automated routing, task creation, and follow-up sequences replaced manual work, freeing teams to focus on conversations instead of clicking around.

We also integrated Salesforce with their internal subscription management tool, syncing customer and entitlement data for real-time visibility. Marketing Cloud was configured to manage campaigns, nurture sequences, and user onboarding journeys, giving the team a modern, automated foundation to scale their outreach and engagement.

Impact

The company now operates on a single, unified CRM that supports sales, service, and marketing with clean data and automated workflows. Lead response times improved dramatically, demo requests follow a consistent and trackable process, and marketing can finally run targeted, effective campaigns with accurate segmentation.

Automations replaced hours of manual effort each week, and leadership gained clear visibility into pipeline, customer health, and subscription activity. With Salesforce as their backbone, the organization can now scale confidently with the operational discipline of a mature EdTech provider.