Avocado Green Mattress

Avocado Mattress, a company known for its eco-friendly mattresses, was managing its sales processes using spreadsheets, which led to inefficiencies and a lack of visibility into sales activities. With a large sales team and flexible sales processes, tracking individual performance and maintaining a holistic view of the pipeline became increasingly challenging. Avocado sought to streamline their sales operations, improve data organization, and gain better visibility into their sales processes. They turned to ATAK for their first CRM implementation, choosing HubSpot as their platform.

ATAK partnered with Avocado Mattress to design and implement a tailored CRM solution in HubSpot. The project included:

1. Sales Pipeline Redesign:

   • ATAK redesigned Avocado’s sales pipeline to align with their unique sales processes, ensuring clarity and consistency across the team. Custom properties were created to capture relevant data points specific to Avocado’s business.

2. Data Migration and Normalization:

   • ATAK migrated data from spreadsheets and ZoomInfo into HubSpot, normalizing the data to ensure consistency. This included contact information, company details, and deal records, providing a centralized and organized database.

3. Automations and Task Management:

   • ATAK implemented automations to streamline workflows, such as task creation and email reminders for incomplete steps in the sales process (e.g., NDAs, DocuSign agreements). These automations ensured that sales representatives stayed on track and completed necessary actions.

4. Training and Adoption:

   • ATAK conducted training sessions for Avocado’s sales team, covering basic HubSpot functionality and the newly designed processes. This ensured a smooth transition and encouraged adoption of the CRM.

5. Dashboards and Reporting:

   • Custom dashboards were created to provide management with a holistic view of sales activities, enabling better decision-making and performance tracking.

The implementation of HubSpot as Avocado’s first CRM delivered significant improvements:

1. Streamlined Sales Processes:

   • The redesigned pipeline and automations eliminated inefficiencies, ensuring a consistent and organized sales process.

2. Improved Data Visibility:

   • Centralized data and custom dashboards provided Avocado’s management with real-time insights into sales activities and team performance.

3. Enhanced Team Collaboration:

   • With a unified platform, sales representatives could easily track their tasks and progress, fostering better collaboration and accountability.

4. Increased Adoption and Efficiency:

   • The training sessions and user-friendly design led to high adoption rates, while automations reduced manual effort and improved productivity.

5. Scalable Foundation:

   • The new CRM system provided a scalable foundation for Avocado’s growth, enabling them to build on their processes and data as their business expanded.

ATAK’s collaboration with Avocado Mattress transformed their sales operations by introducing a structured and efficient CRM system. By migrating and normalizing data, implementing automations, and providing comprehensive training, ATAK enabled Avocado to gain better visibility, streamline processes, and lay the groundwork for future growth. The project marked a significant step forward in Avocado’s journey toward operational excellence.