CRM and marketing automation consulting & implementation

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SYSTEM

Whether you're already using one of these systems 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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SERVICES

We take a personalized approach to CRM and marketing automation consulting and implementation. We tailor our solutions to meet your needs and help you achieve your objectives

Strategy development
Platform selection
Implementation and configuration
Data migration
Training and support
CRM audit

Strategy development

  • Developing a customized CRM and marketing automation strategy tailored to your business goals
  • Develop a roadmap to improve lead generation, increase customer retention, or enhance sales efficiency
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Platform selection

  • We help to evaluate options and select the platform that best fits your needs and budget
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Implementation and configuration

  • We handle the implementation and configuration process from start to finish
  • We ensure that your CRM and marketing automation platforms are optimized for your business
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Data migration

  • We will handle the data migration process efficiently and accurately, ensuring that all your valuable data is transferred seamlessly
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Training and support

  • Provide comprehensive training and ongoing support to ensure that your team is equipped with the knowledge and skills to make the most of your CRM and marketing automation platforms
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CRM audit

  • Conduct a thorough evaluation of your CRM system
  • We provide tailored recommendations and an actionable plan for improvement
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PROCESS

How it works

Implementation and/or optimizations of CRM and MA systems. Have a dedicated Project Manager, Architect(s) and Specialists to run project timeline. Train end users on implemented solutions.

  1. 1

    Plan & Define

    Establishing clear objectives, deliverables, and timelines. Laying the groundwork for subsequent stages of implementation and optimization.

  2. 2

    Build & QA

    Actual creation and configuration of the system features, along with QA testing. Ensure that the system is built according to the defined specifications and that any potential issues are identified and addressed before the system goes live.

  3. 3

    End Result

    Transitioning from a Sandbox development to a Production environment. Continuous support addresses any arising issues, optimizes performance, and assists users, ensuring sustained success and system efficiency.

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

Case studies

View all cases
CRM+6
25+

Marketing & Sales Hub Optimization

Read case study img
CRM+3
1x

WebinarGeek x Salesforce Integration Architecture

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Data migration+4
100+

Salesforce to Salesforce Lightning Migration and Optimization

Read case study img
Implementation+1
1x

Marketing Cloud Account Engagement (fka Pardot) Implementation

Read case study img

FAQ

  • What should we look for in a consulting partner?

    Look for a partner with proven expertise in your industry and with Salesforce or Hubspot? Our team has years of experience in Salesforce and Hubspot proven by certifications and case studies. We have a clear methodology for implementation and optimizations, and the ability to understand and align with your business objectives.

  • What is the cost of consulting and implementation services?

    Costs can vary widely based on your project needs, reporting and data points for implementation, users onboarding. We provide a detailed quote upfront after initial discovery that breaks down all scope costs.

  • What kind of training and support will we receive?

    Our team provides comprehensive training tailored to your team’s needs, covering both the technical admin and functional user aspects of the system. Post-implementation support is also crucial, including troubleshooting, updates, and further customization as needed.

Let’s start with
a small conversation

  1. Select an available date and time
  2. After that, we'll send you a confirmation email with meeting details
  3. Get a free expert consultation to gain confidence in your next steps
  1. Fill out the form
  2. Receive a response from our team
  3. Get a free expert consultation to gain confidence in your next steps
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