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CASE STUDY

Billing Solution for Education Tech Platform SchooLinks

Addition of Salesforce Billing to CPQ completes and optimizes revenue cloud solution for SchooLinks

Results at a Glance

Improved efficiency from platform alignment
Better insights from more accurate financial reporting
Increased internal user satisfaction
Thunder did a great job making sure that we were solving for the correct problem and solving in a way that made sense long term. Everything went smooth from the planning to go live.
SchooLinks
Thomas West
Accounting Mgr.

SchooLinks is a complete set of tools to enable K-12 school districts to improve student performance and empower educators.

SchooLinks had Salesforce CPQ and needed a more robust billing tool than QuickBooks that would align with the Salesforce-based quoting system (CPQ). In moving to Salesforce Billing, SchooLinks wanted alignment across their quoting and billing systems to make invoicing customers and reporting on financials more accurate and efficient.

SchooLinks partnered with Thunder to implement Salesforce Billing and integrate Billing Invoices and Invoice Lines, Revenue schedules and Revenue Transactions into Quickbooks. The implementation leveraged the benefits of a quoting and billing system that utilize the same architecture including:

  • Aligned proration and partial periods
  • Revenue recognition reporting and consistency enhancements
  • Provides an on-platform snapshot of Account health and AR data to drive down churn
  • Enhanced customer facing documents that provide more details and prevent billing questions
  • Improved efficiency from platform alignment

  • Better insights from more accurate financial reporting

  • Increased internal user satisfaction

Thunder earned a 5-star CSAT review for the engagement.

Want To Know how thunder can help transform your Billing solution? Simply Contact Us And We’ll Get Back To You In A Flash – It’s As Easy As Boom.