Professional Services Sales Cloud Customization WeLearn is an edu-tech consulting company founded in 2022 by Davide Delgrossi and Diego Beccarelli, former managers at Google and Meta. WeLearn helps video creators produce engaging digital content, grow their social media presence, and optimize their sales strategy. With WeLearn’s guidance, creators are successfully designing educational courses and turning their expertise into revenue. Just like many startups, WeLearn didn’t use any CRM until 2023. Google Suite and Zapier integrations met the company’s needs in the early stages. However, with the business’s growth and the increasing number of creators, WeLearn decided to automate sales and financial processes using Salesforce. Apart from Salesforce implementation, ENWAY’s team was in charge of delivering financial tracking using Sales Cloud. During this ambitious project, ENWAY’s skilled team developed a Financial App to track income and expenses. The main steps included: ENWAY assisted WeLearn in building a centralized location for storing and managing income and expenses connected with creators. Now, every transaction in Salesforce is linked with the creator, product, and allocation group. Additionally, all transactions have their status and an automatically calculated net amount. Also, ENWAY implemented the tracking of installment payments to forecast the income and enhance the payment policy. All this has reduced manual actions and enables managers to track financial data correctly for data-driven decision-making.
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“Working with ENWAY on our Salesforce project was a very positive experience. Their team helped us integrate Stripe and PayPal with the Salesforce CRM smoothly, which was a big improvement for WeLearn’s financial management. They also supported us with other customizations, such as automated VAT calculations and exchange rate recalculations. I appreciated how responsive the ENWAY team was, as any questions we raised were answered quickly and with attention to our business processes.”
Pietro Betti
Global Strategy Lead at WeLearn
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