ATAK Interactive
65 Case Studies
A ATAK Interactive Case Study
PURE Property Management, a dynamic property management company with a national footprint, faced significant operational challenges due to using multiple, disjointed CRM instances across its various markets. This fragmentation created a need for a single source of truth. To overcome the intricacies of migrating these numerous instances into one holistic environment, PURE approached vendor ATAK Interactive for a solution involving HubSpot.
ATAK Interactive built a comprehensive strategy to migrate nearly 30,000 records from 22 separate LeadSimple instances into a single HubSpot portal. The solution included creating unified pipelines, custom objects for property data, tailored user permissions, and an integration with RingCentral. The results were a seamless transition, streamlined reporting, enhanced data accuracy, and improved leadership visibility across all markets. The vendor's efforts successfully unified PURE's operations, ensuring geographical segmentation and ongoing operational efficiency.