$250K
Annual Cost Savings
136h
Hours Saved Per Week
100%
Quote Accuracy
$25K vs $250K/yr
Build Cost vs. License
The Situation & Approach
Context & Challenge
The Challenge
Karbon's team was sophisticated in software but didn't have a Salesforce team supporting their 350-person organization. The result: quotes weren't standardized, sales reps spent hours configuring quotes that often had incorrect pricing, and deals were being lost due to the dysfunction. They looked for pre-built solutions but all of them cost hundreds of thousands. Pre-engagement audit revealed that 37% of all outgoing quotes contained pricing errors.
Our Solution
After auditing the sales process and shadowing Karbon's sales team, Revenue Institute identified that the gap between where they were and what they needed was smaller than leadership assumed. A 30-day development sprint delivered the standardization, automation, and efficiency Karbon needed - for under $25,000 as a one-time build, compared to $250,000 per year for the Salesforce license. The team was onboarded in weeks.
The Results
136 Hours Saved Per Week
Karbon had 34 sales reps each spending time on custom quotes for every client. The new solution reduced quoting time by more than 4 hours per rep per week - saving 136 collective hours every week.
$250K in Annual Savings
Karbon paid for a one-time development project for under $25K that replaced an annual $250,000 Salesforce license. The savings were immediately redirected to hire additional sales reps focused on closing - not data entry.
100% Quote Accuracy
Pre-engagement, 37% of Karbon's quotes were found to contain inaccuracies through a Revenue Institute audit. Post-engagement, Karbon confirmed 100% accuracy across all outgoing quotes.
Outcomes
Key Results Achieved
136 Hours Saved Per Week
$250K in Annual Savings
100% Quote Accuracy
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