Group 1: Exploring Martech
- Know they need CRM or automation but are unsure which solution to choose
- Overwhelmed by too many options (HubSpot, Salesforce, Zoho,.…)
- Lack a clear framework to evaluate and compare solutions objectively
Group 2: Shortlisted but Stuck
- Have narrowed down to 2–3 options but don’t know which fits best
- Vendor information is sales-driven, lacking a neutral perspective
- Need evaluation based on real use cases, not brochures or demos
Group 3: Building for Scale
- SMEs & scale-ups need solutions that work now and scale over time
- Leadership needs an independent view, free from vendor bias
- Avoid costly mistakes from overinvestment and underutilization
In 3–4 weeks, Tvia Collab will help you:
- Start from business and operational challenges, not tools
- Clarify expectations from Marketing, Sales, CX, and leadership
- Identify a scope that fits your current resources
- Evaluate based on real implementation experience, not brochures
- Consider integration with your existing systems
- Recommend solutions aligned with team size and readiness
- Score based on cost, scalability, and team fit
- Assess integration potential and likely adoption
- Transparent scorecard, so you can verify your selection
- Select 2–3 solutions for demos, trials, or internal validation
- Conduct hands-on evaluation with your team, not just vendor demos
- Test feasibility on your real data and processes
- Suggest phased rollout with clear priorities
- Provide budget and timeline for leadership review
- Deliver docs for self-run or partner-supported rollout
01.
Define Needs & Goals
- Start from business and operational challenges, not tools
- Clarify expectations from Marketing, Sales, CX, and leadership
- Identify a scope that fits your current resources
02.
Research & Recommend Solutions
03.
Compare & Score Options
04.
Shortlist, test & validate
05.
Recommend Roadmap
Consulting Outcomes
Martech Needs & Architecture Report
Detailed review of business needs and Martech architecture, guiding all selection decisions
Solution Scorecard
Transparent scoring across practical criteria to help your team and leadership make data-driven decisions, not guesses.
Shortlist of 2–3 Platforms
A focused list of evaluated solutions with pros, cons, and fit for your specific business context.
Implementation Roadmap & Budget
Phased rollout plan with estimated budget and timeline, detailed enough to present and start execution immediately.
Consulting Fees & Scope
The consulting package is flexible, based on scope and solution count, completed in 3–4 weeks.
Get in touch for expert advice!