When Gather AI hired Chris Visnic as their new Head of Sales, one of his first moves was to push for a transition from HubSpot to Salesforce. The team had outgrown HubSpot, and it was slowing down their ability to operate like a true enterprise sales organization.

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HubSpot’s UI made even basic sales oversight painful. Reps had to scroll endlessly to view deal stages, making it hard to inspect the pipeline or coach effectively. They were also missing several critical integrations, most notably Lucidchart, which the team relied on for mapping political structures and influence lines inside enterprise accounts.

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But the biggest blocker was quoting. HubSpot simply couldn’t handle their complex, high-value, subscription-based pricing. Without the ability to quote accurately or support multi-dimensional pricing for deals often exceeding $1M, the team didn’t have the infrastructure they needed to sell at scale.

Chris knew they needed a platform built for enterprise selling, not a starter CRM. Implementing Salesforce Sales Cloud and Revenue Cloud was the obvious next step, and he needed a partner who could move quickly and get it right the first time.

With a lean team and a tight timeline, Gather AI partnered with Operatus to lead the migration and set the foundation for scalable revenue operations. Together, they focused on speed, clarity, and establishing the right building blocks for enterprise sales execution.

Rapid migration from HubSpot to Salesforce Sales Cloud
Operatus’s technical expertise and process guidance, paired with Gather AI’s familiarity with Salesforce, enabled a fast, efficient migration. The team went live on Sales Cloud in about one month, giving their rapidly growing sales org the structure and visibility it desperately needed.

Set up a foundational Revenue Cloud instance
Soon after the Sales Cloud deployment, Gather AI purchased 10 Revenue Cloud licenses. Operatus helped them set up a product catalogue and basic quoting automation so reps could finally generate accurate quotes for subscription services and high-value, multi-layered deals. This established a strong foundation for Gather AI to continue expanding its use of Revenue Cloud.

Significantly improve their reporting capabilities
HubSpot had made reliable reporting nearly impossible due to duplicates and inconsistent data. Operatus rebuilt Gather AI’s reporting engine in Salesforce, delivering clean, exportable views such as product-by-deal, product-by-industry, and margin analysis. This immediately improved forecasting, planning, and internal visibility.

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Integrated Salesforce with other business-critical tools
Connecting Salesforce with Lucidchart gave the sales team a strategic advantage in enterprise deals, making it easier to visualize decision-makers and influence paths. Operatus also integrated Salesforce with HubSpot for marketing, improving visibility and alignment across the entire revenue funnel.

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By focusing on the essentials: clean data, scalable quoting, strategic integrations, and a CRM built for enterprise selling, Operatus helped Gather AI establish a solid revenue operations foundation in a fraction of the time typical of similar migrations.

Within weeks, Gather AI had a functional, scalable Salesforce environment, and within months, they started seeing measurable improvements across deal velocity, win rates, and reporting quality.

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• >2x increase in win rate: Over the course of the year, the team’s win rate jumped from 14% to ~32%. While improvements in ICP clarity and GTM strategy played a role, the Salesforce and Revenue Cloud implementation provided the structure, visibility, and process discipline that helped the sales team execute more effectively.
  
  
• Elite forecasting accuracy: Over the course of 2025, Salesforce enabled the Gather AI sales process and forecasting methods. The final result was annual recurring revenue within 5% of the forecast. Salesforce helped provide the needed visibility and diligence to drive this very important result.
  
  
• Data that supports fundraising: Salesforce’s reporting and export capabilities have become essential for investor conversations. Detailed, accurate reporting (previously impossible in HubSpot) now feeds directly into their data room with clean pivot tables and performance metrics.
  
  
• Faster sales cycles: Salesforce gave the team transparency into key deal drivers, including clearer tracking of key decision-makers within target accounts. This allowed them to be more proactive in engaging the right people to progress deals faster.
  
  
• Easy Team Ramp: Over the past 10 months, Gather AI has increased the sales team by 10x. The structured Salesforce process allows new hires to ramp quickly, understand the playbook, and adopt consistent activity tracking from day one.

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By moving to Salesforce and laying a scalable RevOps foundation, Gather AI now operates with the visibility, discipline, and tooling of a true enterprise sales organization.

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The team continues to iterate with their RevOps as a Service contract still active for ongoing refinement, fueling higher win rates, faster cycles, stronger reporting, and a sales team built for long-term success.