CRMEnhancementsHubspotMarketing operationsOptimizationSales operationsWorkflow to flow

25+ Automations

Marketing & Sales Hub Optimization

Project overview

Client Augmenta
Industry IT
Duration 4-8 weeks

The Challenge

Augmenta is a software company that uses artificial intelligence and machine learning to empower the construction industry to design buildings more efficiently and at lower costs while reducing the overall impact on the environment.

After raising $15.9M+ in funding and reaching the Seed stage in 2023, Augmenta needed to optimize its HubSpot CRM to support the startup’s continued growth. MarTech Do was brought in to help set up HubSpot’s Marketing and Sales Hub assets and automation, focusing on enhancing marketing and sales operations and setting up infrastructure for sustainable scaling.

The Solution

Upon getting the full vision of planned updates, our team has developed a set of tasks to enhance Lead management, Marketing-to-Sales handoff, Deal management, Sales-to-Service handoff and a set of customized templates for the rising marketing activity of the startup, as well as a bunch of minor enhancements to improve overall CRM usage experience. What was done:

Marketing Assets:

Created a Playbook with instructions and descriptions of all updates,
Customized Templates for landing pages, sales emails, and marketing emails.

Lead Management:

Contact Automation,
Double Opt-in for Newsletter subscribers,
Lifecycle Stages update,
Lead State coherence with Lifecycle Stages,
Reporting,
Automated lead source attribution.

Marketing to Sales handoff:

Lead Scoring,
Forms Automation.

Deal Management:

Set of Reports,
Deal closure criteria.

Sales to Service handoff:

Association Labels,
Service Tickets Automation,
Playbook Implementation (BANT).

The Results

26 automations and 14 lists were built.
Developed three customized templates for marketing activities.
Delivered ten reports for tracking lead and deal management.
Created a Marketing & Sales Operations Playbook to guide business processes.

Startups using HubSpot as primary CRM, looking to optimize marketing and sales operations.

B2B SaaS startups looking to establish GTM motions.
Need a process from marketing to sales to custom success handoff.
Need support with data migration and CRM implementation.

Duration

4-8 weeks

Fixed project

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.