Case Study: Osano achieves faster, data-driven CRM decisions with Equals

Osano makes daily CRM forecasting with Equals

Osano, a leader in data privacy solutions, faced a challenge with its rigid CRM reporting. Their CFO, Jonathan Grant, had to manually compile data from HubSpot into spreadsheets to generate essential insights, a time-consuming process. They turned to Equals to find a better solution.

By implementing Equals, Osano automated its data connections and integrated directly with HubSpot without writing SQL. The solution enabled automated, scheduled report refreshes and provided access to historical data. This allowed Osano to make faster, data-driven decisions, improve alignment between sales and marketing teams with real-time insights shared via Slack, and significantly reduce the time spent on manual data maintenance.

Osano