Case Study: Level Data scales K-12 renewals and unifies 4 acquisitions with DealHub CPQ

Level Data Scales K-12 Renewals While Unifying 4 Acquisitions with DealHub CPQ

Level Data, a leading technology service provider for K–12 school districts, needed a better way to handle its high-volume July renewal season. With 900–1,200 quotes to send in a single month, its HubSpot-based process was slow, error-prone, and difficult to govern, especially after four acquisitions added conflicting pricing models and manual workarounds. Level Data used DealHub’s CPQ, CLM, and DealRoom alongside Salesforce.

With DealHub, Level Data cut quote creation from about 10 minutes to roughly 2 minutes, enabling the team to generate 900+ accurate, governed quotes in a single month. DealHub also unified multiple pricing models, reduced reliance on IT, automated approvals and calculations, and improved visibility into churn and discounting. Level Data was live in 60 days with full sales adoption, achieving 70% faster quoting and a more professional, collaborative customer experience.

Level Data

Madelyn Betts

Sales Operations Specialist