Saved $250K in Salesforce Licenses

Karbon is a leading practice management platform specific to the accounting industry. While the platform is incredibly effective, they needed a quicker solution to configuring, pricing, and quoting (CPQ) for prospects. Depending on the size of the practice they were working to close, pricing would get extremely complex and time consuming. To fix this, the Salesforce quote they received was right at $250,000 per year.

The team was sophisticated in software, but did not have a Salesforce team supporting their 350-person organization before partnering with the Revenue Institute. That left a series of problems for leadership: quotes were not standardized, the sales team spent hours configuring quotes that turned out incorrect pricing, and deals were lost due to the dysfunction. They looked for pre-built solutions, but they all cost hundreds of thousands.

The functionality they needed was not as far off from the systems Karbon had as leadership thought. After auditing the sales process and shadowing the sales team, Revenue Institute realized that a 30-day development sprint would get leadership the standardization, automation, and efficiency they needed to scale. This enabled the team to spend less than $25,000 one time instead of paying 10x that every year. They were able to avoid licensing and get the team onboarded in mere weeks.