Boosted CPQ adoption to <span class='font-bold'>90%</span> and halved the time spent switching between <span class='font-bold'>Excel and Salesforce</span>

Maximizing Salesforce CPQ Potential for Nonprofit Success

Boosted CPQ adoption to 90% and halved the time spent switching between Excel and Salesforce

90% Salesforce
CPQ
adoption across
fundraising teams

50% reduction
in
time switching between
Excel and Salesforce

$1 million contract
secured following system improvements

Who They Are

RKD Group supports nonprofits in driving growth and fundraising efficiency. Their portfolio spans more than 400 organizations, collectively raising billions of dollars through digital strategy, analytics, and operational guidance.

Salesforce Solution Summary

CUBE84 implemented Salesforce Sales Cloud and CPQ, focusing on:

Streamlined data model for scalable product setup
Simplified and intuitive UI design for faster navigation
Phased rollout strategy to ensure system stability, even for large quote line volumes

At A Glance

Before

After

Excessive record generation slowed operations

Streamlined data model reduced record overload

Inconsistent system performance

Phased rollout stabilized CPQ for all quote volumes

Complex, cumbersome UI hindered engagement

Simplified UI improved navigation and usability

Staff relied on Excel for calculations

50% time savings switching between Excel and Salesforce

Low confidence in system reliability

90% adoption rate and restored trust in Salesforce

Beyond The Surface Problem

RKD staff struggled with productivity due to the system’s complexity. Mindsets included:

“Salesforce CPQ is too rigid to handle our volume efficiently.”
“We must rely on Excel because Salesforce is unreliable.”

RKD’s Objective

Optimize the data model for scalable product setup
Simplify the user interface to increase adoption and engagement
Stabilize CPQ performance for large quote line volumes

We believe earning the trust and confidence of the customer’s teams in the system is pivotal to the success of any implementation project.

We believe earning the trust and confidence of the customer’s teams in the system is pivotal to the success of any implementation project.

Here’s How We Did It:

CUBE84 implemented a targeted approach. We streamlined the data model to reduce record overload, redesigned the UI for intuitive navigation, and established phased deployment “spikes” to tackle issues in manageable segments. Knowledge sharing and transition management ensured staff confidence during the rollout. Each step was validated through user feedback, ensuring measurable gains in efficiency and adoption.

Transformation In Motion

System performance improved immediately, supporting larger quote volumes without lag. Staff reclaimed 50% of the time previously spent switching between Excel and Salesforce. Adoption rose to 90%, reflecting renewed confidence in Salesforce CPQ. The structured, phased approach culminated in securing a $1 million contract, demonstrating both operational impact and client trust.

FAQs

Sales Cloud and Salesforce CPQ, implemented with a focus on scalable data models and simplified UI design.

Simplifying the interface and streamlining data reduced friction, raising adoption across teams to 90%

Phased deployment stabilized CPQ performance, even with large quote line volumes, while building staff confidence in the system.

An eight-year partnership allows the platform to evolve alongside programs, staffing models, and community needs.

The Adventure Project: Estimated Project

ANAD (National Association of Anorexia Nervosa and Associated Disorders): Estimated Project

ITUP: Quickstart

Maximizing Salesforce CPQ Potential for Nonprofit Success

Boosted CPQ adoption to 90% and halved the time spent switching between Excel and Salesforce

90% Salesforce
CPQ
adoption across
fundraising teams

50% reduction
in
time switching between
Excel and Salesforce

$1 million contract
secured following system improvements