Case Study: Pivot Group improves team collaboration and visibility with Accelo Forecast

Pivot Group saves 30 minutes to 1 hour per custom project with Accelo

The customer, Pivot Group, a marketing and customer experience agency, was facing challenges with disconnected teams and inefficient workflows. Their sales and project delivery teams operated in separate platforms, creating silos that hindered communication and project scoping. To solve this, they turned to Accelo and implemented its Forecast product.

Accelo's solution integrated its Forecast platform with Pivot's existing HubSpot system. This integration automatically turned HubSpot deals into Forecast projects, connecting the sales and delivery teams and providing complete visibility across the project pipeline. The results were significant time savings of 30 to 60 minutes per project and the elimination of communication silos, allowing the entire organization to work within a single, unified system.

Pivot Group