Proper set up and integration of your marketing and sales tech stack is essential to get the visibility your business needs to grow.
Today’s marketing and sales platforms are designed to improve processes and data collection. Unfortunately, each platform approaches this solution differently. Our team knows the nuances of each major platform and has experience optimizing their set up to ensure they are functioning properly. This leads to greater adoption and increased efficiency from your teams.
Because there isn’t just one platform that meets the needs of all your teams, you have to adopt numerous platforms to build the solution you need. If these platforms are not optimally configured and integrated, data fails to pass through and between them properly, making it less reliable. You may have a lot of data at your fingertips yet are unsure as to whether it can be trusted. Our team will align the integration of your platforms to ensure data flows properly and is maintained throughout the entire buyer’s journey, giving you data and insights you can rely on to make crucial business decisions.
Not only do you need to make sure your human processes and technology platforms are aligned from a data flow perspective, you also need to guarantee the business processes you’ve designed are achievable with the platforms you have. We will work with you to define and optimize your processes and we’ll ensure your platforms are configured to support those processes efficiently.
Full Tech Stack Integration
We can support your tech stack in various ways depending on your specific needs.
Full set up and install of a new Marketing Automation or CRM platform
Ensure your marketing automation and CRM platforms are aligned
Lead Scoring & Routing
Set up efficient and accurate processes for your sales team
Optimize the human and technical processes to accurately measure your business
Tech Stack Assessment
Thorough review of current state with opportunities for improvement
Streamline your existing database to reduce frustration and platform costs