Case Study: EPCVIP streamlines lead generation and sales operations with ATAK Interactive and HubSpot

Epcvip streamlines HubSpot adoption for 26 users with ATAK Interactive

EPCVIP, a leader in lead generation for the financial services industry, was struggling with a disorganized and underutilized Salesforce instance that caused inefficiencies in their sales and compliance processes. They partnered with ATAK Interactive to migrate to HubSpot Sales Hub Enterprise with the goal of streamlining operations, improving visibility, and automating key workflows.

ATAK Interactive implemented a tailored HubSpot solution, which included a custom data migration, the creation of custom objects for legal reviews, and an integration with PandaDoc to automate contract management. The vendor also built automations for notifications and implemented lead scoring and custom reporting. The results included significant time savings, improved cross-team collaboration, and enhanced data-driven decision-making, enabling EPCVIP to fully transition from Salesforce to a more efficient platform.

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