Case Study: Midwest Growth Partners achieves faster stakeholder communications and increased deal referrals with Altvia

Email Marketing-CRM Integration Delivers Quick Results for Midwest Growth Partners

Midwest Growth Partners, a West Des Moines/Omaha-based private equity firm, was hampered by “stale and dispersed” data in spreadsheets, Outlook, and ad hoc contact records and needed a centralized way to manage pipeline and communications. In 2019 the firm partnered with Altvia to implement Altvia’s CRM and Email Marketing tool to replace spreadsheet-driven processes and provide a unified platform for deal origination, tracking, and stakeholder communications.

Altvia consolidated MGP’s data, trained users with quick-hit refreshers, and integrated email marketing with the CRM so the team could generate dynamic reports, pull targeted calling lists, and speed deal and team announcements. The result was cleaner pipelines, faster market-focused communications, measurable lead generation (including a dozen new deal referrals from a recent announcement), and improved ROI and operational efficiency for the nine users on the platform.

Midwest Growth Partners

Colleen Dougherty

Office Manager