The Client: SaaS startup offering a next-gen PLM and SRM software suite for cosmetics and chemical companies. The Core Challenge: Highly nuanced fit framework requiring extensive edge-case testing to differentiate between cosmetic and other ingredient providers, contract manufacturers, distributors and brands. HubSpot had over 50k accounts with subpar data quality and duplicate fields. The Ask: Building a unified system to identify and segment target accounts across multiple verticals, dynamic contact enrichment, detailed reporting dashboards in HubSpot and smooth flow of data between their sales enablement tools, as well as HubSpot and Clay Our Solution: - Designed process to segment & assess accounts from any source with multiple input options: HubSpot lists, Clay Search, CSV upload and manual creation. - Performed a full system cleanup and processed entire database with over 90% accuracy at scale. - Implemented HubSpot leads for pre-qual deal management, streamlined pipeline design and built custom dashboards for management & reps - Zero-touch process where lead creation triggers a contact pull & validation flow that updates HubSpot & Klenty.
- Account-Based Marketing
- Signals & Intent
- GTM Copilot
- AI Outbound
- Inbound Lead Enrichment
- Early stage startups (seed-Series A)
- Growth stage startups (Series B-C)
- Mid-Market / Enterprise
- Post-IPO
- Growth or RevOps agencies
- Design or development agencies
- SaaS
- B2B
- Industry agnostic
- English
- German
- Mandarin Chinese
- any budget
- 1 month
A global growth advisory firm. We build touchless GTM systems for B2B teams. Clay + HubSpot OG's.
Viewin Advisory is a growth advisory firm that helps B2B companies design, implement, and scale GTM & RevOps systems. We specialize in Clay + HubSpot implementation.
We help companies deliver sustainable growth that beats the market. From engaging on specific projects to ideating and implementing a foundational growth strategy, we thrive on challenges that push boundaries and drive meaningful change.
Our Philosophy
Reliable, Efficient, Touchless
- All systems & processes are unified into one frictionless, growth-enabling ecosystem
- Handling for edge cases is built in at the outset
- Sales reps work out of HubSpot and never touch Clay
- Data flows live in the HubSpot and Clay enrichments are triggered in the CRM
- Collaborative & stakeholder driven discovery process to inform system design
GTM & RevOps Systems Expertise
A few examples...
- GTM System Architecture Development and Implementation
- Playbook Execution and Scaling
- Target Account Development
- Inbound/Outbound RevOps with Clay & HubSpot
- Intent and Trigger-Based Campaigns
- Automated Account, Lead and Deal Scoring
- Focused Lead Generation for Complex Fit Profiles
+ More (let's talk about what you're trying to achieve)
Why work with us
- Team of early Clay adopters, and 10+ years average experience in customer-facing B2B sales leadership roles - our founders have a ton of experience in helping companies scale
- We're HubSpot Certified - our implementation team has an average of 8 years of experience with HubSpot and every team member is full certified across all hubs.
- Implement systems that are wholly owned by you, and provide training and in-depth explanation about how the systems work
- We take a stage-gated, collaborative approach in helping you achieve your growth goals
Use Cases
The Client: HR software company offering an abandoned application recovery system for high volume hiring. The Ask: Develop a unified method to identify new and existing accounts, detect each account’s ATS system, careers page URL and product, and open job count. Fix duplicate fields in HubSpot and implement an automation for getting contacts, emails and phone numbers The Core Challenge: Legacy HubSpot instance contained numerous disused and duplicate fields. Prior attempts by the company to find ATS and careers information with software tools failed and they were relying on an external low wage resource to build lists with low accuracy, preventing scalable outreach. Our Solution: - Implemented Clay and built a workflow using rDNS APIs to collect all customer-specific subdomains for major ATS providers, then used Clay flows to enrich each account and load it into segmented lists in HubSpot. - Conducted a HubSpot cleanup and designed new pipeline logic. - Built automated enrichment of ATS, careers page URL, careers page product and open job count for each company. - Built an automatic flow to pull in contact details (emails and phones) when sales reps create new leads