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A global HubSpot revamp for ALTA

Narrate this article
A global HubSpot revamp for ALTA
0:18

15%

increase in monthly web traffic

11%

increase in revenue

2X

more marketing emails per month

2X

more deals created

ALTA’s mission is to help ordinary people achieve extraordinary results by training like MMA athletes. But as the business scaled internationally, their HubSpot portal became bloated, inefficient, and misaligned with their new brand. They needed a unified, scalable system to match their ambitions.

 

The problem

ALTA was expanding rapidly, but their HubSpot portal hadn’t kept pace. Years of fast growth, staff turnover, and patchwork fixes left their CRM tangled, inefficient, and underperforming. Instead of powering global expansion, HubSpot had become a daily frustration for the team.

Problem 1:

Dozens of outdated workflows and manual processes slowed teams down. Nothing was easily replicable, and Marketing and Sales Hubs weren’t working together—leaving the business without a scalable foundation.

Problem 2:

A major global re-launch with a new name and branding rendered their existing templates obsolete. Without updated, easy-to-use assets, marketing teams struggled to keep campaigns consistent and on-brand.

Problem 3:

Reliance on external tools like Commerce Tools (ecommerce), Sakari (SMS), and Aircall (outbound calling) meant there was no single source of truth. Critical business data was siloed, making reporting and visibility difficult.

The Solution

Engaging.io worked with ALTA to reset their HubSpot portal from the ground up. We began with a two-week sprint to clean up the basics—updating forms, pipelines, lists, and reports—so the team could operate more effectively right away.

From there, we ran a structured five-step program: auditing existing data and processes, reconfiguring HubSpot to match business needs, developing a bespoke CRM extension, integrating external systems, and delivering training to ensure adoption. The outcome was a unified CRM that not only streamlined sales and marketing operations but also brought Commerce Tools, Sakari, and Aircall into one ecosystem.

New, brand-aligned templates gave marketing the tools to move faster, while replicable processes created efficiency and scalability across the business.

The Strategic Plan
The Implementation
HubSpot Audit & Quick Wins
  • Two-week sprint to update settings, forms, pipelines, and reports

  • Delivered immediate improvements while the full audit ran in the background

HubSpot Audit & Quick Wins
HubSpot Audit & Quick Wins
  • Two-week sprint to update settings, forms, pipelines, and reports

  • Delivered immediate improvements while the full audit ran in the background

Reconfigure & Extend HubSpot
Reconfigure & Extend HubSpot
  • Process mapping to identify key workflows and relevant custom objects

  • Introduced a bespoke CRM extension to align with ALTA’s unique needs

Integrate External Systems
Integrate External Systems
  • Connected Commerce Tools, Sakari, and Aircall directly into HubSpot

  • Created a central source of truth for all customer and sales data

Train & Empower Teams
Train & Empower Teams
  • Hands-on training to ensure adoption of new workflows

  • Built confidence for global teams to replicate processes at scale

The Implementation

The project began with discovery and data analysis to identify what should stay, what needed reworking, and what could be retired. In parallel, a two-week sprint delivered quick operational wins.

Once the foundation was clear, our team reconfigured HubSpot to include structured pipelines, contact records, and two custom objects—Intro Classes and Programs—vital to ALTA’s operations. We developed a bespoke CRM extension and connected Commerce Tools, Sakari, and Aircall, ensuring HubSpot became the single source of truth. Training sessions were rolled out globally to support adoption, giving ALTA full ownership of their new system.

The Impact and Results

ALTA now operates on a clean, efficient, and scalable HubSpot portal that supports their global expansion. Marketing templates aligned to the re-launch brand are easy to customise and distribute. Automated, replicable processes save staff significant time while reducing reliance on manual inputs. Sales and marketing now operate in unison, supported by a CRM that integrates seamlessly with their ecommerce, SMS, and calling platforms. By unifying systems into one source of truth, ALTA has regained control of their operations—freeing them to focus on growth, training, and transforming the lives of their clients.

"We were up against really aggressive build and deployment plans and Engaging were sensational in how they were able to team with us and help us along the way. We were able to get a customised CRM that really supported the re-launch of our global business. Highly recommend the team at Engaging."

Dylan Price-Brennan
Technical Director, Alta

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