Case Study: Atlantic Data Security achieves 50% lower CRM costs and faster, more accurate reporting with Workbooks

Workbooks Supports Growth Of Atlantic Data Security

Atlantic Data Security, a US cyber security provider serving enterprises and SMBs, faced rising complexity after growth and an acquisition and found its Salesforce CRM cost‑prohibitive, poorly supported and limited in reporting and lead-to-cash integration. The business needed a unified, easy-to-use system that would connect sales and marketing, improve forecasting and reporting, and be implemented quickly before Salesforce licenses expired.

In April 2018 Atlantic switched to Workbooks, rolling out sales automation, quoting, contract and order management plus email marketing, Web Insights, event management and mapping (with an initial six‑week sales-focused implementation). The change cut license costs by about 50%, delivered superior forecasting and reporting, created a single customer view, streamlined processes across sales and marketing, improved visibility for managers and will pay back implementation costs in under two years.

Atlantic Data Security

Rick Romkey

Principle