How Qualtrics saved thousands of dollars per year on redundant tools with Coda
With a clutter of tools to navigate, the Qualtrics team were juggling logins, drives, and permissions at every turn.
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Case studies > Qualtrics
The problem: Obscured views.
Tools also varied between teams, further isolating departments and making it difficult for anyone to see the whole picture. To align on a project, teams would need to sift through dozens of documents in as many locations. What’s more, leadership couldn’t easily access the latest information, or track projects across multiple teams.![](https://sanity-images.imgix.net/production/80cab259c2b37d2ba958d3ed5348f4670f38c622-1276x1029.png?w=2000&auto=format%2Ccompress)
The solution: Consolidated collaboration.
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A single source of truth for Product, Design, and Engineering.
For the Product, Design, and Engineering (PDE) team, the documents in their remit represent many of the highest-use docs in the organization – Quarterly Planning, Portfolio, and Resource planning, and customer tracking. Rather than updating multiple docs in different drives several times a day, Coda was able to help PDE create a document template that each team could duplicate, and that required updating only in one place, syncing in real-time across the organization. For example, making sure updates made by an engineering manager on their page are immediately reflected in the master rollup consumed by leadership. In other words, a single source of truth that would effectively communicate business-critical information across the organization, without delay, and without needing to remember particular drive pathways, logins, or file naming conventions.One account plan for Sales Account and Territory Planning transformation.
Previously, Qualtrics had tried to standardize globally on an effective account planning process and template. Plans were done in multiple tools, fragmented across team members and their stakeholders. This led to outdated and inaccessible information, suboptimal adoption and quality of planning, and a lack of visibility and transparency. As a result, account executives spent most of their time focused on active opportunities instead of generating new deals across their books. Managers didn’t have the data or process to coach their AEs on the kinds of activities they needed to be doing to generate a strong, healthy, and diversified pipeline of deals. After fully deploying on account planning in Coda in January 2024, Qualtrics Account Executives can see, prioritize, and set goals for their full account list in a personal “Coda Territory Planning” document that syncs with and updates Salesforce in real-time—no duplicated effort required. They can also generate new account plans for any of their accounts, which are also two-way synced to Salesforce, producing a single source of account planning truth that all presales, marketing, and support functions can see, access, and collaborate on.![](https://sanity-images.imgix.net/production/1f5d7165a17935b992690195b0173b8352ccd06f-1276x821.png?w=2000&auto=format%2Ccompress)
A streamlined solution for X4 event marketing.
X4: The Experience Management Summit, is Qualtrics’ largest event that teams work year-round towards which showcases high-profile speakers like Michelle Obama and Oprah Winfrey. In previous years, the event has been a wild success through people being the glue of manual coordination. The process needed centralized information with communication spread across multiple docs and sheets. With such a large event taking place, multiple workflows and stakeholders were always in flight which left room for delays, inefficiency, and duplicative work. The team turned to Coda to help bring to life a process they’ve long wished for. To create one single source of truth, Coda helped increase visibility and accountability of all team members and stakeholders—so everyone could understand the unified strategy and be able to tackle last-minute requests with ease.Request a demo
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