REVENUE OPERATIONS AGENCY

We Help B2B Teams Build Better Revenue Systems

Explore my options
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RevOps support for teams that have outgrown messy systems

Most B2B companies do not need more tools. They need their existing systems to work better together. We help B2B teams clean up, connect, and optimize the CRM, marketing, sales, reporting, and automation systems behind revenue growth, so teams can operate with more clarity, confidence, and speed.

Read about us
  • Go-to-market (GTM)
  • ROI
  • Revenue optimization
  • Marketing Ops
  • Sales Ops

50+

B2B companies trust us to grow revenue

100+

projects successfully completed

8M+

in generated revenue for clients

How we can help

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01

RevOps System Audit

Get a clear view of what is working, what is broken, and what needs to change. We audit your CRM, marketing automation, sales process, lead management, lifecycle stages, integrations, reporting, data quality, and team workflows. Then we give you a practical roadmap for improving your revenue operations without creating unnecessary complexity. Best for teams that need clarity before making major system, process, or platform changes.

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Marketing Operations

Build a marketing engine that is easier to run, measure, and scale. We help with marketing automation, campaign operations, segmentation, lead scoring, lifecycle programs, nurture strategy, forms, attribution, reporting, and marketing-to-sales handoff. Whether your team uses HubSpot, Salesforce Account Engagement, Salesforce, or other marketing tools, we help create cleaner processes and stronger execution.

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Sales Operations

Give your sales team better systems, cleaner data, and clearer processes. We help improve CRM workflows, lead routing, account ownership, pipeline stages, sales reporting, activity tracking, automation, handoff processes, and sales tool configuration. The goal is to reduce admin, improve visibility, and help reps focus on the right opportunities.

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CRM Consulting & Implementation

Make your CRM match the way your business actually operates. We help implement, optimize, and clean up Salesforce, HubSpot, and related CRM systems. That includes fields, objects, automations, permissions, dashboards, data migration, lifecycle stages, routing, integrations, and reporting. Whether you are starting fresh or fixing a system that has become hard to manage, we help create a CRM foundation your team can trust.

Read more
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01

RevOps System Audit

Get a clear view of what is working, what is broken, and what needs to change. We audit your CRM, marketing automation, sales process, lead management, lifecycle stages, integrations, reporting, data quality, and team workflows. Then we give you a practical roadmap for improving your revenue operations without creating unnecessary complexity. Best for teams that need clarity before making major system, process, or platform changes.

Read more
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02

Marketing Operations

Build a marketing engine that is easier to run, measure, and scale. We help with marketing automation, campaign operations, segmentation, lead scoring, lifecycle programs, nurture strategy, forms, attribution, reporting, and marketing-to-sales handoff. Whether your team uses HubSpot, Salesforce Account Engagement, Salesforce, or other marketing tools, we help create cleaner processes and stronger execution.

Read more
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03

Sales Operations

Give your sales team better systems, cleaner data, and clearer processes. We help improve CRM workflows, lead routing, account ownership, pipeline stages, sales reporting, activity tracking, automation, handoff processes, and sales tool configuration. The goal is to reduce admin, improve visibility, and help reps focus on the right opportunities.

Read more
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04

CRM Consulting & Implementation

Make your CRM match the way your business actually operates. We help implement, optimize, and clean up Salesforce, HubSpot, and related CRM systems. That includes fields, objects, automations, permissions, dashboards, data migration, lifecycle stages, routing, integrations, and reporting. Whether you are starting fresh or fixing a system that has become hard to manage, we help create a CRM foundation your team can trust.

Read more

Empower your business with our CRM expertise

Whether you're already using CRM, Marketing Automation, GTM Engineering tool or just considering the possibility, we'll help you choose which platform is right for your business and assist in tailoring it to your needs.

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Salesforce

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MCAE (fka Pardot)

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HubSpot

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Clay

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Case studies

View all cases
CRM+6
25+

Marketing & Sales Hub Optimization

CRM+3
1x

WebinarGeek x Salesforce Integration Architecture

Data migration+4
100+

Salesforce to Salesforce Lightning Migration and Optimization

Implementation+1
1x

Marketing Cloud Account Engagement (fka Pardot) Implementation

Our clients

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Testimonials

Partnering with MarTech Do has been a game-changer for us. As a startup, we needed a dependable outsourced RevOps team that could understand our unique business and processes, and guide us in implementing best practices. MarTech Do has been strategic, highly responsive, and truly a pleasure to work with.

Carol Mendelsohn

VP of Marketing at First Resonance

Stan and the entire team at MarTech Do were excellent partners. They took the time to understand our needs upfront and also worked closely with us throughout the project to ensure they were always moving in the right direction.

We ended up with exactly what we needed, on time and on budget. Stan is my first call for any meaningful Salesforce projects.

Aaron Shapiro

President at R.O. Writer

I have worked with the team for over two years and have had nothing but positive experiences with every team member. Both from the quality of the talent and the caliber of the strategic recommendations, I could not recommend Stan and team anymore for your marketing needs.

Michelle J White

Vice President of Marketing at Qventus

We hired MarTech Do to help onboarding of the MCAE platform, we are a small manufacturing business and primarily work with B2B. We needed a consultant to not only help with the onboarding but also train us so we could manage the platform ourselves – minimizing the learning curve of the program. MarTech Do team did just that, I was extremely impressed with their organizational structure for the training program.

Everything was communicated promptly and very professional. We continue to work with MarTech Do when we have small questions or mini projects – he is our go to with any MCAE questions.

Skylar Hall

VP of Marketing & Customer Relationships at AIMCO Global

We partnered with MarTech.do to improve our Account Engagement Campaigns and streamline lead monitoring transitioning from spreadsheet reporting to automated, lead- and sales-focused dashboards.

Stan and Alessia were thoughtful, flexible, and easy to work with — especially as our needs evolved throughout the project.

They helped bring better structure and understanding to our campaigns and made Salesforce native dashboards more useful and efficient.

In addition to technical expertise, they were able to provide related insight to Industry best practices from their extensive experience.

We’d happily recommend them to teams looking to level up their marketing and sales alignment within Salesforce.

Laura Mower

Vice President of Finance

Working with MarTech Do and Stan’s team has been a great experience. I am a repeat client of theirs (2 times) and I trust their strategic expertise and oversight when it comes to marketing automation processes and lead generation optimizations. You won’t be disappointed with their attention to detail and high quality of customer service.

Amanda Connon-Unda

Marketing Director at Augmenta

Find your fit

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Special offer System audit

RevOps boost

  • Comprehensive audit of marketing and sales operations
  • Identify strengths, weaknesses, and opportunities
  • Tailored recommendations for optimization
Get a quote
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One-time project

CRM optimisation

  • Single engagement for specific projects or tasks
  • Defined scope and timeframe
  • Dedicated team to deliver results efficiently
Get a quote
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Ongoing support & consulting

Supportive partnership

  • Ongoing support and consultation
  • Access to expertise and guidance as needed
  • Flexible arrangements to suit your business needs
  • Starts at 40 h/month of support
Get a quote

Blog, news and useful materials

View blog
GTM FrameworkSales Alignment

How to Run a Revenue Alignment Audit in 2026: A B2B Guide

Business Strategy18 Jun, 2026
Revenue OperationsSalesforce

How to Evaluate RevOps Providers for Unified Dashboards

Business Strategy17 Jun, 2026
Revenue OperationsSales operations

Event Monitoring Salesforce: Usage & Security for RevOps

Salesforce16 Jun, 2026
Revenue OperationsSales Alignment

A Guide to Programmatic Display Ads for B2B RevOps

Marketing15 Jun, 2026
Revenue OperationsSales Alignment

Mastering Your Sales Enablement Platform for 2026 ROI

Sales Enablement14 Jun, 2026
Revenue OperationsSales Alignment

B2B List Builder 40K: Scale Your Contact Database in 2026

B2B Marketing13 Jun, 2026
Revenue OperationsSales Alignment

Integrated Market Solutions: A B2B RevOps Guide for 2026

B2B Marketing12 Jun, 2026
Revenue OperationsSales Alignment

Always Be Closing ABC: RevOps Guide for Salesforce & HubSpot

Sales Strategies11 Jun, 2026
Revenue OperationsSales operations

Dynamic Table Snowflake: A RevOps Guide for GTM Data

Data Management10 Jun, 2026
Revenue OperationsSales Alignment

Demand Generation Strategy: A B2B RevOps Playbook for 2026

B2B Marketing9 Jun, 2026

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