$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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Frequently Asked Questions
What is Karbon?
Karbon is a cloud-based work management platform designed to help accounting and professional services firms streamline their workflows, improve team collaboration, and enhance client service.
What features does Karbon offer?
Karbon offers features such as task management, client communication, team collaboration, workflow automation, reporting, and integrations with popular accounting and productivity tools.
How does Karbon improve productivity for accounting firms?
Karbon helps accounting firms improve productivity by centralizing all client work, automating repetitive tasks, and providing real-time visibility into team workloads and deadlines, allowing firms to work more efficiently and deliver better client service.
What are the benefits of using Karbon?
The key benefits of using Karbon include increased team collaboration, improved client communication, streamlined workflows, better visibility into work progress, and enhanced productivity for accounting and professional services firms.
How does Karbon integrate with other accounting software?
Karbon integrates with a variety of popular accounting and productivity tools, such as QuickBooks, Xero, Microsoft 365, Google Suite, and more, allowing firms to seamlessly incorporate Karbon into their existing technology stack.
Who are the typical users of Karbon?
Karbon is primarily used by accounting firms, bookkeeping services, tax preparation businesses, and other professional services firms that need to streamline their workflows, improve team collaboration, and enhance client service.
How does Karbon compare to other work management platforms?
Compared to other work management platforms, Karbon is specifically designed for the unique needs of accounting and professional services firms, offering features and integrations tailored to their workflows and requirements.