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Tailored Salesforce Strategy & Planning

We start by understanding your business goals and current processes. Based on where you are today and where you want to go, we build a roadmap that aligns Salesforce with your go-to-market strategy. This includes CRM architecture and configuration, lead-to-revenue process mapping, data model design with a focus on hygiene, and a clear automation and workflow strategy. The result is a strong foundation that improves cross-team visibility, drives adoption, and removes operational friction.

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Implementation & Customization

Whether you’re launching Salesforce for the first time or expanding an existing deployment, we configure your CRM to match how your business actually operates. We handle Sales Cloud setup, custom objects and fields, page layouts, automation using Flow and Process Builder, security and permission models, and reporting dashboards. Our goal is to ensure your Salesforce environment scales with your growth, not against it.

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Data Migration & Quality

Migrating data is about more than moving records from one system to another. We focus on preserving data integrity, removing duplicates, and validating mappings so Salesforce becomes a trusted source of truth. Our approach ensures clean data that supports accurate reporting, automation, and decision-making from day one.

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Revenue Operations & Optimization

We help revenue teams get more out of Salesforce by improving lead routing, scoring, forecasting, and pipeline visibility. By standardizing processes and automating manual work, we make it easier for teams to focus on selling, executing campaigns, and analyzing performance rather than managing tools.

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Ongoing Support & Training

A Salesforce implementation is never truly finished. As your business evolves, we provide ongoing support, training, and documentation tailored to your workflows. This helps your team adapt to new requirements, maintain strong adoption, and continuously improve how Salesforce supports your operations.

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

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FAQ

  • What services do you offer?

    We provide Salesforce strategy, implementation, integration, data migration, optimization, and ongoing support.

  • 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 do you measure success?

    We define key performance indicators based on your goals—data quality, adoption, lead velocity, forecasting accuracy, and growth outcomes.

  • Can you connect Salesforce to other tools?

    Yes. We integrate Salesforce with marketing automation, analytics, and other systems to create a unified platform.

  • 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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