Strategic CRM implementation elevates client service delivery across complex project lifecycles
sales pipeline.”
NEWPORT BEACH, CA, UNITED STATES, March 3, 2026 /EINPresswire.com/ — Atlantic Technology Group (ATG), a leading provider of structured cabling and technology infrastructure solutions, has successfully implemented HubSpot with Orange Marketing, replacing email and spreadsheet-based workflows with an integrated platform that enhances client service delivery and provides complete pipeline visibility.
When D.C. Moore and his investment group acquired Atlantic Technology Group in May of last year, they saw an opportunity to improve the company’s use of technology to better service clients. The company managed sales, execution, accounts receivable, and reporting through multiple Google Sheets and email threads; a system that worked but limited visibility as the business scaled.
“The first thing investors ask is, ‘What’s the pipeline for the business?’ And we had difficulty answering that question,” Moore explains. “We knew we needed to build a stronger foundation, not just for reporting, but to serve our clients better.”
HubSpot Diamond Partner Orange Marketing designed a custom dual-pipeline system that mirrors ATG’s sales-to-execution workflow, with automation that eliminates manual handoffs between stages. Rebecca Gonzalez, CEO of Orange Marketing, notes the firm’s approach: “We focused heavily on how ATG could serve their clients better. When you look at implementation through that lens, you naturally drop a lot of off-the-shelf features and make it more adaptable and customizable for your client and your client’s situation.”
The implementation included mobile-friendly access for field teams, automated client reporting, and centralized communication tracking, all configured to match how ATG’s distributed team naturally operates.
The results have been immediate: ATG now generates weekly client reports automatically, maintains complete visibility into all client interactions without email searching, and provides leadership with real-time insight from initial opportunity through project delivery and payment. Team adoption took just two meetings, with the system going live seamlessly alongside ongoing client work.
The implementation reflects Orange Marketing’s methodology for complex revenue operations projects, combining technical expertise in HubSpot customization with strategic consulting that prioritizes client service outcomes over standard configurations.
For the complete Atlantic Technology Group case study, including detailed implementation insights and measurable results, visit orangemarketing.com.
About Atlantic Technology Group
Atlantic Technology Group is a leading provider of digital infrastructure solutions, particularly cellular connectivity solutions, serving data centers, corporate offices, hospitals, schools, and organizations across multiple sectors. ATG delivers comprehensive communication infrastructure that powers modern business operations. For more information, visit https://atlantictechnologygroup.com.
About Orange Marketing
Orange Marketing is a HubSpot Solutions Partner specializing in revenue operations, CRM implementation, and strategic sales enablement for growing businesses. Combining technical expertise in complex integrations and custom automation with revenue operations consulting, Orange Marketing helps companies transform their go-to-market systems to drive sustainable, scalable growth. The firm’s client-first implementation methodology focuses on building systems that support unique business models while eliminating operational friction. For more information, visit https://www.orangemarketing.com.
Monica Caraway
Orange Marketing
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