CASE STUDY
How The Automation Company helped Altvia bring clarity, structure, and scalability to a complex RevOps ecosystem.
How The Automation Company helped Altvia bring clarity, structure, and scalability to a complex RevOps ecosystem.
Altvia delivers CRM and data solutions designed specifically for firms operating in private capital markets, including private equity, venture capital, and private credit. As a fast-growing SaaS organization, Altvia relies on a sophisticated go-to-market technology stack to support demand generation, sales execution, and revenue reporting across multiple teams.
As Altvia scaled, their RevOps environment grew increasingly complex. While HubSpot and Salesforce remained central to their operations, overlapping automations, inconsistent data, and disconnected attribution made it difficult to answer critical questions about pipeline performance and marketing impact.
Key challenges included unclear ownership between marketing and sales, inconsistent lead scoring and routing behavior, data gaps across enrichment tools, and limited insight into which campaigns were truly driving revenue. Altvia needed a structured reset to support growth without disrupting ongoing operations.
The Automation Company engaged with Altvia on a multi-phase RevOps optimization initiative focused on auditing existing systems, redefining core processes, and implementing scalable improvements.
The engagement began with a full review of HubSpot, Salesforce, and supporting tools including Outreach, ZoomInfo, 6sense, and UserGems. From there, The Automation Company mapped existing lead and lifecycle flows, clarified handoff points across teams, and designed a streamlined automation and attribution framework.
Execution focused on simplifying workflows, tightening sync logic, improving enrichment and deduplication, and building reporting that tied marketing activity directly to pipeline and revenue. All improvements were documented through clear SOPs to ensure long-term maintainability.
The project delivered measurable improvements across efficiency, data quality, and visibility into revenue performance:
reduction in time from lead creation to sales engagement
increase in leads meeting defined sales qualification criteria
improvement in contact and account data completeness
increase in campaign-attributed pipeline visibility
With cleaner data, clearer routing, and reliable attribution, Altvia’s teams gained confidence in their reporting and improved alignment across marketing and sales.
By taking a deliberate, audit-first approach, The Automation Company helped Altvia move from a reactive RevOps setup to a scalable operating model built for growth. With streamlined processes, improved data integrity, and actionable performance insights, Altvia is now better equipped to support expansion and make data-driven decisions across their go-to-market teams.
Looking to bring structure and clarity to your RevOps foundation? The Automation Company can help.
Don’t miss out on the opportunity to take your business to the next level. Contact us today to learn more about how The Automation Company can help you achieve your business goals.
