sales_ops · saas · workflow

Atlan accelerates growth and improves forecasting with Gong Revenue AI OS

Atlan's manual, inbound-only sales process could not keep pace with rapid growth. Forecasting suffered from inconsistent formats, limited deal visibility, and no accountability mechanisms, while Salesforce dashboards lacked the sophistication to track rep performance or pipeline risks.

How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Customer calls recorded in Gong
Customer calls are captured in the Gong Revenue AI OS as the source of key quotes, challenges, and insights.
Tools used
Gong Revenue AI OSGong ForecastAI Deal PredictorAI TrackerAI BrieferSalesforce · partner
Outcome

Atlan achieved increased forecast accuracy, won large deals at a higher rate, and accelerated deal cycles. Reps benefit from smoother handoffs and more prepared customer interactions, and leadership has a unified view of the revenue organization.

What failed first

Manual Salesforce dashboards lacked the granularity to track rep performance and pipeline risks, and the absence of week-over-week or quarter-over-quarter tracking hindered leadership's ability to monitor business performance.

Results
Volumeincreased forecast accuracy
Source

https://www.gong.io/customers/case-studies/how-fast-growing-data-and-ai-governance-platform-atlan-accelerated-growth-and-improved-forecasting-with-gong

How we source this →

Grounding & classification
Source type: vendor customer story
33 fields verified against source quotes.
content generationforecastingpredictive analyticssummarizationcall recordingknowledge basehuman review describedmetric backednamed customerproduction runtime claimedtools describedworkflow describedsoftwareaccuracy improvementconversion increasecycle time reductionemployee productivityvendor customer storysales opssales outreachai draft human approvaldata sync enrichment