Case Study: RecWest Outdoor Products modernizes operations with ATAK Interactive's custom Salesforce ecosystem

RecWest Outdoor Products modernizes 30+ years of operations with ATAK Interactive

RecWest Outdoor Products, a Southern California-based designer and installer of custom outdoor recreation spaces, faced the challenge of modernizing its decades-old, paper-based operations. Their outdated and unused Salesforce instance provided no visibility into their sales pipeline or standardized processes. They partnered with ATAK Interactive for a complete operational transformation built on the Salesforce platform.

ATAK Interactive designed and implemented a fully custom Salesforce ecosystem to address RecWest's specific needs. The solution included automated territory management and lead routing, real-time dashboards for leadership, a standardized quoting process integrated with PandaDoc, and a connection to QuickBooks for quote-to-cash automation. This eliminated manual errors, provided critical business visibility, and created a single, accountable system from lead to invoice. The project significantly streamlined operations and empowered RecWest's new ownership with data-driven decision-making capabilities.

RecWest Outdoor Products