Case Study: Gaviña boosts revenue forecasting with ATAK Interactive and HubSpot-Salesforce integration

Gavina reduces sync errors and improves revenue forecasting with ATAK Interactive

Gaviña, a coffee company, faced challenges with disjointed systems and manual processes that hindered their revenue forecasting and deal tracking. They lacked visibility into projected revenue because critical business class data in Oracle was not consistently mapped to opportunities in Salesforce, and their primary CRM, HubSpot, was disconnected. ATAK Interactive was engaged to address these inefficiencies and data gaps.

ATAK Interactive implemented a comprehensive solution integrating Oracle, Salesforce, and HubSpot. They automated data synchronization with custom fields and Salesforce Flows to ensure opportunities were automatically populated with business class and projected revenue data. This streamlined operations and provided accurate, real-time insights. The results for Gaviña included enhanced revenue projections, seamless data integration, and dramatically reduced sync errors, giving leadership reliable dashboards for forecasting and strategic planning.

Gavina