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SERVICES

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HubSpot Strategy & Architecture

We start by understanding your business model, revenue goals, and existing tech stack. From there, we design a HubSpot CRM architecture that supports your full customer lifecycle. This includes aligning Marketing Hub and Sales Hub with your lead-to-revenue process and defining lifecycle stages, properties, automation logic, and the reporting structure. The goal is a scalable foundation that teams actually adopt.

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Marketing Hub Implementation & Optimization

We help marketing teams use HubSpot Marketing Hub to plan, execute, and measure campaigns more effectively. This includes lead capture forms, landing pages, email templates, workflows, attribution, and campaign tracking. We focus on clean handoffs between marketing and sales, accurate reporting, and automation that supports growth without adding complexity.

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Sales Hub Enablement

HubSpot Sales Hub works best when it reflects how your sales team operates. We configure pipelines, deal stages, automation, playbooks, lead routing, and reporting so reps can focus on selling instead of managing CRM tasks. The result is better pipeline visibility, faster follow-up, and more consistent execution.

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CRM Data Foundation & Governance

Clean, well-structured data is critical to everything HubSpot does. We design CRM property architecture, lifecycle governance, deduplication logic, and automation that keeps records accurate over time. Strong data foundations improve segmentation, scoring, reporting, and long-term scalability.

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Integrations & System Connectivity

HubSpot delivers the most value when connected to the rest of your stack. We integrate HubSpot with Salesforce, enrichment tools, event platforms, ad platforms, and other systems to eliminate silos and create a unified view of leads, accounts, and revenue.

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Ongoing Support & Enablement

As your team grows, your HubSpot setup should evolve with it. We provide ongoing support, optimization, documentation, and training to help teams adapt to new campaigns, markets, and business models while maintaining operational consistency.

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

  • Which HubSpot hubs do you support?

    We specialize in Marketing, Sales, Service and Data Hubs.

  • Can you integrate HubSpot with Salesforce?

    Yes. We design and manage integrations that support aligned marketing and sales operations.

  • How do you measure success?

    We align on KPIs such as campaign performance, lead velocity, pipeline health, data accuracy, and CRM adoption.

  • What does HubSpot Revenue Operations support include?

    HubSpot Revenue Operations support typically covers system setup and optimization, data management, creation and maintenance of workflows, reporting and analytics support, technical troubleshooting, and user training. The goal is to ensure the CRM and Marketing Automation platform runs smoothly and aligns with the business’s revenue goals.

  • How does this support align with our business goals?

    The support is designed to directly impact key business objectives like increasing revenue, streamlining sales and marketing processes, enhancing customer experience, and improving efficiency. By optimizing the use of HubSpot, businesses can achieve better alignment between their sales, marketing, and service teams, leading to more cohesive and effective operations.

  • How do we manage communication and collaboration with the support team?

    Effective communication is managed through regular weekly meetings, clear contact points for support queries, and the use dedicated project management and collaboration tools. The frequency of communication and the tools used can be tailored to the needs of the business, ensuring issues are resolved promptly and that there is ongoing alignment with business objective

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