Industry: Education Technology
Headquarters: San Francisco, California
Founded: 2011 – 30 million monthly users. Used in over 80% of U.S. public schools.
The day Remind launched their new Salesforce CPQ system was the same day that schools began shutting down in response to the COVID-19 pandemic. Suddenly, their already-critical service for connecting educators, students, and parents became the primary tool for distance learning—and Remind was inundated with inquiries from schools and districts.
Remind’s mobile-first platform is often the only way teachers can keep in touch with students and their families, especially those without laptops or internet access.
COVID-19 made it crucial for Remind to help schools and districts get set up as quickly as possible.
With Salesforce’s robust CPQ platform, which enables seamless support for all types of transactions, quotes, renewals, pro-rating, and amendments, Remind replaced awkward workarounds and manual processes that were slowing down purchases—and the communication vital to supporting distance learning.
Sales teams sell more efficiently to customers.
Reduced the time to close opportunities.
New customers are on-boarded more efficiently.
Improved SKU management.
Supports more non-standard contract terms to suit customer needs.
Provides more robust reporting and analytics capabilities to track revenue and other key management metrics.
Increased sales productivity, quality and throughput of sales outputs and reduced manual processes. Remind is now able to serve more customers with a better buying and renewal process.
The right products, pricing, controls for discounting and generation of forms are all streamlined in Salesforce CPQ. This leads to shorter sales cycles and faster revenue recognition.
By moving quoting to Salesforce, Remind eliminated the time it takes for sales to manually input Opportunities and Quotes, and reduced errors.
Reduced discounting and approval errors, previously managed through email.
The ability to discount and get pricing is significantly improved. CPQ processes are now driving discounts, instead of manual calculations to an eighth decimal place.
Each renewable product is on the subscription, as opposed to a variation of each SKU for all of their product combinations.
Improvements in productivity allow Remind to serve more customers while increasing retention.
Contracts & Subscriptions
DocuSign for Quotes
Salesforce (Standard) Approvals (not CPQ+/ CPQ Advanced Approvals)
Parent/Child Accounts for school districts and schools, extended with student information that drives pricing
“Multi-Location CPQ” extensions so they sell 1+ bundles of services to the school district, but track which schools get which bundle and price the bundle based on total students in those schools
Automated migration of active customer subscriptions into Salesforce
Fully-Automated Subscription Renewals Process