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.
We conduct system
audits to optimize your
business performance
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How do B2B companies benefit from system audits?
Services
Our comprehensive audit services are designed to assess your current strategies, processes, and performance, providing valuable insights to propel your business forward
Process
How it works
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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.
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2
2 weeks to complete audit from sign date
10+ hours, depending on CRM & Database size
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3
End Result
Review sessions to present findings and recommendations. Step-by-step guide on quick wins and next steps.
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 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.
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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.
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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
- 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