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Technology Company Significantly Reduced Time From Quote to Approvals


What makes ClearDATA different

ClearDATA is the only provider of cloud security and compliance software and services purpose-built for healthcare, enabled by the powerful CyberHealth™ Platform. Their cloud security posture management (CSPM) and Managed Detection & Response (MDR) solutions offer full visibility, protection, and enforcement of security and compliance measures to protect PHI and other sensitive healthcare data in the public cloud.

"We had a great experience working with the DoubleTrack team. The scoping process was spot on and even when we had unexpected issues, the whole team pitched in and we were able to complete the project successfully and on time."

- Pepe Chavez– Business Analyst, Deal Desk

Their Need

Client historically completed their price quoting manually using spreadsheets.  

  • Challenges that impacted their business:

  • Lacked pricing version control 

  • Inability  to track approval status

  • Potential lost revenue opportunities

Salesforce recommended that ClearDATA engage with DoubleTrack based on our deep Salesforce CPQ implementation and integration experience.  This would ensure the new implementation would align with best practices and mitigate potential issues. 

Our Solution

DoubleTrack engaged and quickly came up to speed on ClearDATA’s pricing model, structure and approval processes to derive the recommended solution, which included:

  • Sales Cloud

  • Salesforce CPQ Plus

  • Conga Composer for Salesforce CPQ

  • Advanced Approvals

  • Salesforce features: Product Bundling, Variable based pricing, Price rule, QCP, Parallel approvals, Approval delegation

  • NetSuite integration for billing


The Outcome.

  • Significantly reduced time from quote to approval    

  • Full visibility to approval status

  • Increased quote accuracy  and completeness


Out of 5 CSAT


Customers like you are on the right track

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Learn How NISC Reduced Quote Time by 70%

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Flexi-Van Reduced Approval Time by 80% with Salesforce CPQ

Let’s build something together

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