Case Study: Qualtrics saves thousands with Coda

How Qualtrics saved thousands of dollars per year on redundant tools with Coda

Qualtrics used Coda to reduce the clutter of disconnected tools, drives, and permissions that were slowing down work across teams. The company struggled with obsolete documents, fragmented information, and poor visibility for leadership, making it hard to align Product, Design, Engineering, Sales, and events teams on a shared view of progress.

With Coda, Qualtrics created a single source of truth for planning and collaboration, including real-time synced templates for PDE, account planning integrated with Salesforce, and centralized workflows for its X4 event marketing team. The result was better visibility, less duplicated effort, and improved accountability, with over 2,000 Coda account plans created in just one month and meaningful savings from eliminating redundant tools.

Qualtrics

Drew Holman

Senior Product Manager