Due to the imminent expiration of Atlantic’s Salesforce licenses, the project had to be implemented in just five weeks.
It was already a tight turnaround and then during the discovery phase, Atlantic Data Security acquired an IT security firm called Netanium, which already had 12 people using Salesforce and Pardot B2B Marketing Automation software. Atlantic’s users were mostly using Salesforce for quoting, so the differing approaches had to be integrated seamlessly during implementation.
This was a complex project but the Workbooks team delivered it in just 20 days. It successfully merged the Atlantic and Netanium solutions, migrating and de-duping data from the two separate Salesforce solutions, and aligning the sales and marketing teams onto one platform to provide end-to-end visibility behind a common set of practices and processes, all the while ensuring the continuity of the business.
For Workbooks it was an exciting milestone, and to have completed its first US implementation so soon after its expansion from the UK suggests there will be significant demand for its CRM platform in the US.
For Atlantic Data Security it has been transformative. Romkey says: “Thanks to the increased functionality, we’ll recoup implementation costs in less than two years and continue significant saving on license costs beyond that. And the improved functionality is producing results: it’s rapidly delivering clarity from complexity.”
He concludes: “This was the right decision for us.”
Contact one of our team today to discuss how Workbooks can also drive the future growth of your business.