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.
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
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
Process
How it works
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1
Plan & Define
Establishing clear objectives, deliverables, and timelines. Laying the groundwork for subsequent stages of implementation and optimization.
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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.
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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
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.
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.
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
We have had the pleasure of partnering with MarTech Do since 2022 for our marketing automation, campaign tracking, and Salesforce development tasks, and we greatly value their exceptional service and expertise. MarTech Do has played a key role in helping us maintain and optimize our marketing automation platform, offering personalized solutions tailored to our unique requirements, particularly within the Higher Education sector. Their professionalism and commitment to delivering outstanding results have significantly strengthened our marketing efforts. Their guidance on best practices has been invaluable.
We highly recommend MarTechDO for organizations seeking expert support in marketing automation and Salesforce development.”
FAQ
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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.
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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.
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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
- Select an available date and time
- After that, we'll send you a confirmation email with meeting details
- Get a free expert consultation to gain confidence in your next steps
- Fill out the form
- Receive a response from our team
- Get a free expert consultation to gain confidence in your next steps