Martech Solutions Selection Package
Our expert consultants will guide you through the process of selecting the most suitable martech solutions that align with your business objectives and effectively address your challenges or pain points.
Consulting Process
- Analyze Current Issues: Identify the problems your business is facing and areas that require improvement.
- Set Specific Goals: Determine the objectives you want to achieve with a martech solution, such as increasing productivity, improving efficiency, reducing costs, or enhancing customer experience.
- Research: Search for martech solutions using practical usage experiences, reviews, and our expertise.
- Create a List of Potential Solutions: Compile a list of martech solutions that align with your business’s requirements and goals.
- Identify top priority criteria: Determine the key criteria that are most important for your business.
- Compare features: Assess the features of each solution to identify which one best fits your needs.
- Evaluate other factors: Includes integration, costs, customer service, and security.
- Use our evaluation methodology: We utilize a proprietary scorecard to objectively evaluate and select the 2-3 most suitable solutions.
- Conduct trials: Experience these solutions firsthand through free trials or demos.
- Seek user input: Gather feedback from your team to make the final decision.
- Create an Implementation/Onboarding Plan: Develop a detailed plan for implementing the chosen solution.
- Implement the Solution: Execute the implementation according to the plan.
- Evaluate Effectiveness: Review the effectiveness of the solution post-implementation and make necessary adjustments.
01.
Clearly Define Needs and Objectives
- Analyze Current Issues: Identify the problems your business is facing and areas that require improvement.
- Set Specific Goals: Determine the objectives you want to achieve with a martech solution, such as increasing productivity, improving efficiency, reducing costs, or enhancing customer experience.
02.
Research and Propose a List of Martech Solutions
03.
Compare and Evaluate Solutions
04.
Select the Right Solution
05.
Implement and Evaluate
Maximizing Platform Usage
Our support is focused on maximizing your platform usage, with expertise in HubSpot Marketing Hub, Salesforce Marketing Engagement, and Salesforce Marketing Account Engagement (Pardot).
Consulting process
- Conduct an assessment of the performance of your company’s current platform.
- Evaluate the level of automation and work efficiency.
- Marketing campaigns, personalization, user interaction, and behavior.
- Integration and data synchronization.
- Measuring and reporting effectiveness.
- User and management satisfaction with the platform
- Develop a tailored plan to unlock advanced features and improve platform utilization.
- Address integration and automation needs to ensure seamless workflows.
- Implement more marketing campaigns on the platform
- Focus on leveraging the full potential of the platform to avoid wasted investment.
Process Building and Optimization:
- Analyze Current Processes: Review the strengths and weaknesses of existing processes.
- Design and Implement New Processes: Propose and assist in implementing automation and marketing processes tailored to the client’s goals
Campaign Consultation:
- Target Audience Analysis: Identify and analyze the target audience for more effective campaigns.
- Channel Selection: Recommend the most suitable marketing channels (e.g., email, SMS, social media).
- Campaign Design and Execution: Create engaging, tailored content for each channel.
- Monitoring and Optimization: Continuously evaluate and adjust campaigns to improve performance.
- Provide in-depth training to key users on maximizing platform capabilities.
- Empower your team to manage and maintain the platform independently.
- Transfer knowledge to ensure long-term platform efficiency.
- Compare Before and After Consulting: Measure changes in marketing effectiveness and platform usage.
- Ongoing Client Support: Continue to support the client post-project to ensure long-term success.
- Collect Feedback: Gather feedback from the client to refine and improve the consulting service.
- Knowledge Updates: Keep the client informed about new platform features and industry best practices.
01.
Platform Assessment (HubSpot and Salesforce)
- Conduct an assessment of the performance of your company’s current platform.
- Evaluate the level of automation and work efficiency.
- Marketing campaigns, personalization, user interaction, and behavior.
- Integration and data synchronization.
- Measuring and reporting effectiveness.
- User and management satisfaction with the platform
02.
Proposal for Maximizing Platform Usage
03.
Campaign Optimization & Automation Building Process
04.
Training and Empowerment
05.
Evaluation and Long-Term Monitoring
PRICING
Both packages are billed on an hourly basis
Martech Solution Selection Package
Starts at $3,000
with final pricing depending on the complexity of the project.
Platform Management and Optimization Package
Pricing is based on
the efforts, scope, and complexity of the client's requirements.
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