altvia vs. salesforce consultants

Looking for alternatives to Salesforce Consultants?

Top-tier firms often assess Salesforce consultants to configure their Salesforce CRM environment for alternative investment management. See why a solution like Altvia is better than a system configured by a consultant.

Built for Private Capital Markets

Many Fund Managers in the Private Capital Markets come to Altvia interested in AIM while also evaluating consultants to customize the Salesforce CRM for deal flow management and investor relations. Fund Managers want to know how AIM is different than customizing Salesforce and which option will best help a firm scale.

When you work with Altvia, you are partnered with an experienced team of Private Capital Markets project managers and data experts who understand how our product solves top industry issues and best practices from previous client engagements. Implementation includes sessions to identify your unique day-to-day functions resulting in a customized version of AIM that reflects and automates existing processes. With personalized training, we make sure AIM is effective for your team from day one.


Compared to Salesforce Consultants

Even if you work with a Salesforce consultant who specializes in Alternative Assets, Altvia focuses solely on this space and has implemented hundreds of private capital clients since 2006. Salesforce consultants are unlikely to be partnered with you for the long term and to invest themselves in how the product will grow as your firm grows.

Supports Industry Relationships

Altvia’s proprietary “Interactions” functionality dynamically and automatically links data and contact information to ensure your CRM is up-to-date and accurate. Files, meeting notes, and contacts stay aligned for a 360-degree view of your firm’s activities.


Compared to Salesforce Consultants

Salesforce’s native activities functionality allows you to track meeting notes but limits the number of companies, deals, or fundraising opportunities to one. Comprehensive interaction tracking would require duplicative data entry, which would still result in a fragmented set of answers to a simple question: what you talked about with whom. We’ve invested thousands of hours enhancing Interactions’ flexibility, and trying to reproduce them with a consultant would likely prove frustrating and expensive.

Reporting Built for Private Equity

AIM comes out-of-the-box with industry-specific reports built based on best practices and feedback from clients within the industry. AIM also allows users to create print-ready reports with the click of a button. If you prefer to analyze data in spreadsheets, AIM can be configured to get data to and from Excel. 

  • Prepare for Monday meetings
  • Create more transparency
  • Report on performance
  • Connect to systems and data sources like Preqin, Pitchbook, DataFox, and more

Compared to Salesforce Consultants

Consultants will likely need to start from scratch when building reports designed for Private Capital Markets. The construction of these reports will be based entirely on the feedback of the firm and likely will not be based on industry experience the consultant has. Ultimately, more time and money will be required to design and build insightful reports.

Ongoing Support and Services

The Altvia team is committed to your success. Since 2006, we’ve coached thousands of users through the organizational adoption of Private Equity technology solutions.

  • Onboarding services and strategic guidance
  • Dedicated client success manager with regular account reviews
  • Onshore technical support team
  • Partner and technology advisor in your business growth
  • Onsite visits and industry events

Compared to Salesforce Consultants

Salesforce consultants are unlikely to be concerned with your future success after the project ends and they are unlikely to provide guidance after implementation unless you reengage their services and pay additional fees.


Altvia is a comprehensive platform, not a consulting engagement, and as such is supported, maintained, and enhanced constantly based on our continued work in this industry as well as suggestions from clients. AIM updates are released monthly to enhance the product and incorporate the latest developments from our team.


Compared to Salesforce Consultants

Alternative asset managers who hire consultants to manage their Salesforce implementations are often disappointed to realize that once their originally outlined customizations are completed, product development is over. For additional enhancements or changes to a firm’s operational process, there is usually additional time and money needed. Any edge cases or next-level processes you haven’t considered won’t make it into your static Salesforce implementation without another investment of time and resources.

Create a Single Source of Truth

Our private equity software and services support your firm’s teams, providing a path to hundreds of integrations to boost your success.

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