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CRM configuration & customization

Configuring and customizing Salesforce to align with your business needs, including creating custom objects, fields, and workflows.

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Data migration & integration

Migrating data from legacy systems to Salesforce, maintaining data integrity, and integrating with different systems and marketing tools.

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Users training & adoption

Offering end-users training on Salesforce use, with ongoing support to boost user adoption and ROI.

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Ongoing support & maintenance

Providing post-implementation support for Salesforce to address issues and ensure it aligns with changing business needs.

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.

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Skylar Hall

VP of Marketing & Customer
Relationships at AIMCO Global

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.

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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

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Michelle J White

Vice President of Marketing at
Qventus

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.”

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Alessia Imola

Head of Marketing Technology
at BrandED

Case studies

View all cases
System Audit +2
54%

Reduced both customer acquisition costs and churn Reduced both customer acquisition costs and churn Reduced both customer acquisition costs and churn

Marketing operations
54%

Reduced both customer

Sales operations
54%

Reduced both customer

CRM implantation & consulting
54%

Reduced both customer

Hubspot
54%

Reduced both customer

MCAE (Pardot)
54%

Reduced both customer

Salesforce
54%

Reduced both customer

FAQ

  • What is included in ongoing Salesforce Revenue Operations support?

    The support typically includes system administration, data management and cleanup, custom configuration and automation of workflows, development of reports and dashboards, user training and onboarding, and ongoing technical support. The aim is to ensure the Salesforce CRM platform is optimized to support business processes effectively.

  • How will the success of the Revenue Operations support be measured?

    Success is measured using predefined KPIs that are aligned with the company's strategic goals. Metrics might include sales revenue growth, lead conversion rates, customer retention rates, operational efficiency, and overall ROI from the Salesforce implementation.

  • What customization options are available to meet our specific business needs?

    Salesforce support can be highly customized to meet specific business needs, including tailored workflows, custom fields and objects, integrated third-party applications, and specialized reports and dashboards that provide insights into business performance.

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