We help B2B companies optimize sales operations

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How we optimize sales operations?

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Platform Support

Ensuring optimal performance for your marketing technology stack through effective administration and architecture

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Process Optimization

Streamline the sales cycle and increase customer engagement by reducing inefficiencies and automating tasks

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Sales Strategy and Execution

Reporting and perspective analytics, including campaigns A/B testing and SLA tracking

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Sales Tools Integration and Team Empowerment

Integrate sales tools, managing the selection, implementation, and training of the team

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Data Management

Utilize analytics on sales data to offer insights, inform decisions, and identify growth opportunities through a data-driven approach

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Cross-functional Alignment

Enhance sales team competence and productivity by identifying skill gaps and providing tailored onboarding and ongoing training

SERVICES

By our strategic planning, technology, process improvements, data insights, and ongoing support, we lets the sales team concentrate on important tasks to increase sales

Data management
Lead generation
Sales reporting
SalesTech integration

Data management

  • We gather and clean information
  • Merge data to create a complete picture of customers and leads
  • Study the data to understand customer behavior, sales performance
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Lead generation

  • Develops a custom plan for finding leads
  • Create content and running campaigns
  • Improving Landing Pages
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Sales reporting

  • Create customized reports and dashboards
  • Analyze data to identify trends, patterns, and opportunities
  • Measuring and improving data to maximize ROI
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SalesTech integration

  • Integrate our tools to boost operational efficiency
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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

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Implementation+1
1x

Marketing Cloud Account Engagement (fka Pardot) Implementation

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FAQ

  • How can we customize Salesforce/HubSpot to fit our unique sales processes and workflows?

    We customize your CRM by defining sales processes, automating workflows, integrating tools, setting up custom reports, training users, and regular system reviews to align with unique business needs.

  • How can we use Salesforce/HubSpot to improve our sales team's productivity and efficiency?

    We start with a crawl, walk, and run approach to your sales operations. Depending on your journey, we start with foundational work in your CRM and build from the ground up.

  • What is the best way to integrate Salesforce/HubSpot with other tools in our sales and marketing tech stack?

    Our team assesses your integration needs builds and tests the integration in the Sandbox environment before rolling it out to a wide user group. We can work with declarative or API tools depending on the integration type.

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  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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