Customers >

How Trintech Replaced Salesforce CPQ and Reduced Time-to-Quote by 90%

Trintech gives people time back for what matters most. Our cloud-based platform helps finance teams worldwide drive efficiency, ensure accuracy, reduce risk, and focus on strategic decision-making.

SaaS

600+

90%

Faster Quote Generation

40%

Reduction in Annual CPQ Spend

75%

Faster Global Pricing Updates

Solution they used

CPQ

DealRoom

CRM
they use

Salesforce

Challenge

9 years of Salesforce CPQ = complexity, delays, and technical debt.

After nine years with Salesforce CPQ, Trintech outgrew the platform. As global operations expanded, fragmented price books, complex approvals, and slow updates turned CPQ into a bottleneck. Manual workarounds and coding were needed to maintain quote accuracy, delaying deals and renewals while draining revenue operations.

Solution

A modern CPQ built for scale and speed.

Trintech switched to DealHub CPQ to escape maintenance headaches and speed up sales. With out-of-the-box flexibility, fast value, and unified quoting, docs, and eSign, a three-person team deployed globally in six months—vs. 18 with Salesforce. Minimal customization kept CPQ aligned with GTM goals.

Challenge

Customizations slowed quote delivery and broke at scale.

Salesforce CPQ required layers of manual pricing logic to support Trintech’s acquisitions and global deals. Even small changes meant updating thousands of price entries across multiple pricing engines.

Solution

DealHub’s configurable pricing engine slashed update times.

DealHub removed the burden of custom development. Using conversion tables and dynamic discounting, Trintech reduced pricing update cycles from four weeks to just two days.

It wasn’t a single breaking point. It was a slow degradation, every update added more complexity. When we saw DealHub, it checked all the boxes we were looking for.”

Kellen McGuar

Business Applications Leader & Salesforce Architect

Challenge

Inconsistent buyer experience hurt momentum.

Static PDFs forced customers to chase follow-ups and delayed buying decisions. The quoting process lacked transparency and alignment.

Solution

DealRooms created a seamless buyer journey.

With DealRooms, Trintech unified pricing, content, and sales assets in one collaborative workspace. Prospects now have everything they need to move forward quickly..

Challenge

Sales stalled due to disconnected approvals.

Reps waited on RevOps to create documents. Executives had to log into Salesforce to approve quotes. Licensing costs ballooned because even basic quote visibility required paid access.

Solution

Self-service quoting and frictionless approvals accelerated deal velocity.

With DealHub, reps generate and send quotes independently, and execs approve via email, no extra license needed. Trintech saw an immediate 40% decrease in annual spend, license for license, by eliminating the need for view-only access fees.

We sped up time-to-quote by 50 to 90%. Reps now generate quotes themselves, and we’re no longer the last to respond, we’re one of the first in front of customers.”

Kellen McGuar

Business Applications Leader & Salesforce Architect

Challenge

Renewals drained RevOps time and focus.

Renewals required manual work and excessive time. In Salesforce CPQ each renewal took 15+ minutes and pulled focus from strategic projects.

Solution

Guided workflows cut renewal time by 70%.

DealHub’s automated renewal process now takes under five minutes and four clicks. RevOps reclaimed time to focus on revenue-driving initiatives.

Challenge

Outdated tech couldn’t keep up with go-to-market speed.

Salesforce CPQ had grown unwieldy, more tech debt than seller enablement. Trintech needed a leaner, more agile approach to support how they sell today.

Solution

Simplicity that scales with no compromises.

Trintech didn’t migrate out of obligation. They chose DealHub because it fit their vision for a faster, more focused sales motion.

We didn’t make the move to DealHub out of obligation. We wanted something that empowered our reps, streamlined document creation, and gave our executive team full visibility into every deal.”

Kellen McGuar

Business Applications Leader & Salesforce Architect