What results did Proven ROI achieve for eLuma?

Proven ROI helped eLuma achieve 20+hrs weekly time saved, 90% fewer data errors, 15% better customer retention, 100% data visibility within 8 weeks. Services delivered included API Integration, Salesforce Customization, Data Architecture, Automation. eLuma operates in the SaaS / EdTech industry.

SaaS / EdTech8 weeks

eLuma Salesforce & Tracker API Integration

eLuma is an EdTech SaaS company providing online therapy and special education services to school districts nationwide. They needed a custom API integration between their proprietary Tracker platform and Salesforce to unify their sales, service delivery, and customer success operations.

Client:eLumaeluma.com
eLuma Salesforce & Tracker API Integration | case study by Proven ROI
20+hrs
Weekly Time Saved
Eliminated manual data transfer between Salesforce and Tracker
90%
Fewer Data Errors
Automated sync reduced human entry errors from 12% to under 1.2%
15%
Better Customer Retention
Proactive renewal tracking prevented churn across 200+ accounts
100%
Data Visibility
Unified dashboards replaced fragmented views across 2 platforms

The challenge

What they were facing

eLuma's sales team operated in Salesforce while their service delivery team used the Tracker platform. Critical customer data was siloed between systems, causing duplicate data entry, missed renewals, and incomplete visibility into customer health. Manual data transfers consumed 20+ hours per week across teams.

The solution

How we helped

Proven ROI designed and built a custom bi directional API integration connecting Salesforce with eLuma's Tracker platform. We implemented real time data synchronization for customer records, service delivery metrics, and contract information. The integration included automated alerts for renewal opportunities, churn risk indicators, and executive dashboards combining sales and delivery data.

The results

Measurable impact

The integration eliminated 20+ hours of weekly manual data entry, reduced data errors by 90%, and gave leadership unified visibility across sales and service delivery for the first time. Customer retention improved by 15% through automated renewal tracking and proactive engagement workflows.

Services delivered

API IntegrationSalesforce CustomizationData ArchitectureAutomation
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