We conduct system audits to optimize your business performance

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How do B2B companies benefit from system audits?

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Marketing and sales alignment

System audits improve sales and marketing alignment, leading to better lead management, customer journey mapping, and sales efficiency.

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Enhanced CRM & MA utilization

Audits ensure optimal use of Salesforce and Hubspot, including task automation, data-driven decisions through analytics, and targeted marketing campaigns.

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Customized strategy improvements

Audits aid in tailoring CRM and marketing to business needs, refining customer segmentation, enhancing campaign management, and optimizing AI and ML.

SERVICES

Our comprehensive audit services are designed to assess your current strategies, processes, and performance, providing valuable insights to propel your business forward

Revenue operations assessment
Data analysis and insights
Competitor analysis
Salesforce and HubSpot audit
Recommendations and plan

Revenue operations assessment

  • Conduct a thorough evaluation of your revenue operations.
  • Identify strengths, weaknesses, and areas for improvement.
  • Analyze all aspects from sales processes to marketing campaigns to optimize your revenue potential.
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Data analysis and insights

  • We crunch the numbers to uncover hidden patterns and trends in your data.
  • Gain insights to make informed decisions and drive results.
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Competitor analysis

  • We benchmark your performance against industry competitors.
  • Develop strategies to outpace the competition and seize new opportunities.
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Salesforce and HubSpot audit

  • We assessing configurations, integrations, and usage to ensure optimal performance and alignment with your business goals.
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Recommendations and plan

  • We provide tailored recommendations and an actionable plan for improvement.
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PROCESS

How it works

Full systems audit of your core CRM and marketing tools. Including all technical aspects, a review of marketing assets, and recommendations on immediate steps to be taken.

  1. 1

    Kick-off meeting

    Initial discovery call to review your current marketing & sales process and challenges. Walk through major pains and needs in CRM and marketing tools.

  2. 2

    2 weeks to complete audit from sign date

    10+ hours, depending on CRM & Database size.

  3. 3

    End Result

    Review sessions to present findings and recommendations. Step-by-step guide on quick wins and next steps.

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

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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 are the key areas to focus on during the audit?

    • Data Quality: Ensure the data is accurate, complete, and consistent.
    • Process Efficiency: Evaluate workflows and processes for any inefficiencies or bottlenecks.
    • System Integration: Check how well the CRM and marketing automation systems integrate with other business systems.
    • User Adoption: Assess how well users are utilizing the system and if they need more training.
    • Feature Utilization: Determine whether all relevant features are being used and if they are aligned with business goals.

  • What is the expected outcome of the audit?

    The audit should identify intimidate areas for improvement, uncover risks, and provide actionable insights to enhance system efficiency, data management, user experience, and ultimately the ROI of the CRM and marketing automation investments.

  • How do we address the findings of the audit?

    Create a prioritized action plan based on the audit findings. This plan should include quick wins, medium-term improvements, and long-term strategic changes. Implementation should be monitored and managed with clear responsibilities and timelines.

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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