Client Story

Our client is a prominent real estate training organization that provides essential continuing education courses for realtors. A significant portion of their business involves B2B sales, where external firms purchase bulk vouchers for their employees. Historically, these companies would buy these vouchers and distribute them to staff over the course of the year using manual spreadsheets, a process that was notoriously cumbersome, difficult to track, and resulted in low adoption rates.

Business Needs

To modernize their business model and improve operational efficiency, our client sought to move away from spreadsheet-based tracking and implement a digital-first approach. Their primary goals included:

• Modernizing Education Delivery: Efficiently maintaining and offering classes while managing the prerequisite vouchers.
• Replacing Manual Processes: Moving away from a spreadsheet-based system for managing bulk and prepaid vouchers.
• Integrated Sales Portal: Selling vouchers directly through their own web application and portal.
• Digital Inventory Management: Implementing a system where vouchers are issued and stored digitally under a member’s name for easy access.

What Did 5P Do?

5P Consulting implemented Salesforce Loyalty Management to serve as the engine for voucher lifecycle management, creating a customized digital “wallet” experience. We tailored this platform to fit their specific B2B training model:

• Automated Issuance: 5P leveraged the platform to automatically issue vouchers and attach them directly to the user’s loyalty member profile.
• Flow-Based Management: Because the client utilized a managed package with restricted Apex access, we used Salesforce Flows to monitor incoming transactions and manage the logic in the Salesforce module.
• Real-Time Discounting via Apex: 5P developed Apex code that identifies if a member has an applicable voucher when they purchase a class.
• Seamless Checkout: The system applies a real-time negative line item to the order, discounting the class automatically before the user even reaches the cart.

Results

By shifting from a manual, offline process to a broader automated narrative, the client has gained a sophisticated tool for coupon and voucher management.

• Offline to Online Transformation: Successfully transitioned a manual spreadsheet process into a fully automated online ecosystem.
• System Integration: The new process is fully tied into the organization’s financial systems.
• Improved Customer Experience: Real-time discounting provides a frictionless experience.
• Strategic Marketing Opportunities: Our client now has the visibility to see which vouchers haven’t been used, allowing it to push notifications to members to encourage redemption and course completion.
• Scalable Voucher Management: This solution addresses a common industry pain point by providing a robust framework for managing the inventory and redemption of coupons and vouchers at scale.

This digital transformation has successfully moved the organization away from fragmented manual tracking, replacing cumbersome tasks with an automated, real-time solution. Beyond just improving internal efficiency, the integration provides our client with a scalable framework to manage high-volume voucher inventory and identify untapped revenue opportunities by re-engaging users who have yet to redeem their credits.