Your Marketing Technology Stack Should Work Together
Often martech integrations fail expensively and usually nobody wants to talk about it.
Data doesn’t flow. Teams work around the system.
Whether you’re running HubSpot, Salesforce, or a custom CRM. Google Ads, LinkedIn, or programmatic platforms. WordPress, Webflow, or custom content systems. The problem isn’t which tools you chose. The problem is that nobody connected them properly.
We’re platform-agnostic integration specialists. We don’t sell you new platforms. We fix the ones you already have and make them communicate.
HOW WE WORK
You didn’t choose your martech platforms randomly. You selected HubSpot for its marketing automation. Or Salesforce for its sales process flexibility. Or another CRM because it fit your budget and team size. Those were good decisions.
The problems started when nobody properly connected your CRM to your marketing automation. Or when your e-commerce platform doesn’t sync with your inventory system. Or when your sales team enters data in Salesforce that someone manually re-enters into your ERP.
We diagnose before we prescribe. Most consultants show up with pre-packaged solutions before they understand your specific integration failures. We spend days analyzing your data health, system architecture, user behavior, and process gaps. Only then do we assemble the specialist team you actually need.
We coordinate specialists, not employees. You don’t need a full-time Salesforce developer on staff. You need someone who can diagnose integration problems, bring in the right specialists (data architects, integration engineers, marketing strategists), and coordinate their work. That’s what we do.
We’re platform-agnostic by design. Your business requirements should drive solutions, not our vendor partnerships. We’ve integrated HubSpot with Salesforce, ActiceCampaign with custom ER platforms and countless other combinations. We fix what you have (if it makes sense).
Services
1-Marketing Technology & Growth
Fixing the source so your CRM has good data
Your sales team complains about lead quality. Your pipeline is empty. Your marketing runs campaigns but can’t prove ROI. You’ve invested in marketing automation but it’s not generating results.
Here’s the truth: Salesforce can’t fix a marketing problem. If your lead generation is broken, no CRM configuration will save you. We fix the source, then configure your CRM to handle it properly.
Lead Generation & Paid Media Strategy
Campaign audit, multi-channel strategy, conversion tracking connected to CRM, ongoing optimization.
→ Solves: Low lead volume, poor lead quality, unprovable ROI, climbing acquisition costs
Content Strategy & Buyer Journey
Map buyer stages, identify content gaps, create thought leadership, build gated assets that capture real data.
→ Solves: Nothing to say to prospects, low engagement, empty marketing automation, invisible market presence
Marketing Automation & ABM Campaign Design
Behavior-based nurture sequences, lead scoring, CRM integration, campaign influence reporting.
→ Solves: Time-based campaigns that don’t convert, unqualified leads, marketing-sales misalignment
Digital Analytics & Attribution
Multi-touch attribution, connect marketing spend to closed revenue, executive dashboards, ROI by channel.
→ Solves: Unprovable marketing impact, gut-feel budget decisions, disconnected attribution
Why this matters for integration: Marketing automation is the bridge between anonymous website visitors and known prospects in your CRM. When marketing and CRM don’t communicate properly, sales gets cold leads without context. We build the connection that makes both systems valuable
Your sales team maintains spreadsheets because they don’t trust what’s in your CRM.
2-CRM Technical Foundation
Making your CRM actually work
Your CRM should be the system of record for customer data. Instead, it’s full of duplicates, missing information, and data nobody trusts. Sales reps maintain their own spreadsheets because they don’t believe what’s in Salesforce. Reports are unreliable. Every release breaks something.
This isn’t a training problem. It’s a technical foundation problem.
Data Foundation & Migration
Pre-migration cleanup, governance framework design, migration execution that doesn’t import garbage.
→ Solves: Duplicate records, incomplete data, unreliable reports
System Optimization & Technical Debt Reduction
Audit custom code, eliminate unnecessary complexity, document what remains, fix performance issues.
→ Solves: Slow pages, frequent breakage, unknown customizations, governor limits
3- Enterprise Integration
Making your tech stack talk to itself
Your systems work fine individually. The problem is they don’t communicate. Sales enters orders in your CRM, then someone manually re-enters them in your ERP. Marketing campaigns run in one platform while lead data sits in another. Inventory data lives in operations but sales can’t see it in real-time.
Every manual data transfer across your tech stack is a failure waiting to happen.
Enterprise Integration Architecture
Design integration strategy across your entire tech stack, connect CRM to ERP/accounting/fulfillment, build monitoring infrastructure.
→ Solves: Manual data entry, system silos, order processing delays, inventory visibility gaps
API & Middleware Solutions
Custom integrations for platforms without native connections, real-time data sync, webhook automation across your stack.
→ Solves: Platforms that can’t connect, batch processing delays, data inconsistencies
Master Data Management
Define single source of truth across your tech stack, establish data ownership, create governance rules, prevent duplicate creation.
→ Solves: Conflicting data across systems, no clear master records, reconciliation nightmares
Platform-agnostic approach: We don’t care if you’re running SAP, NetSuite, QuickBooks, or a custom ERP. We connect what you have, not what we wish you had.
4-Sales Process & Enablement
Aligning your CRM to how sales actually works
Your sales process exists in theory. In practice, every rep has their own system. Some reps close deals without updating Salesforce until accounting asks for the paperwork. Others maintain parallel spreadsheets. Pipeline forecasts are guesswork.
The problem isn’t your sales team. The problem is forcing a rigid process onto different sales rhythms.
Sales Process & Cadence Alignment
Map how sales actually works, design flexible processes that accommodate different rhythms, configure CRM to support reality.
→ Solves: Low CRM adoption, inaccurate pipelines, process workarounds, forecasting chaos
Lead Routing & Qualification
Build scoring models, design routing rules, create definitions sales and marketing agree on, automate handoffs.
→ Solves: Marketing-sales disagreement on lead quality, delayed follow-up, leads falling through cracks
Pipeline Management & Forecasting
Standardize stages, create reporting that matches sales methodology, build forecasting dashboards leadership trusts.
→ Solves: Unreliable forecasts, inconsistent stage definitions, pipeline visibility gaps
The truth about sales processes: Different reps work with different rhythms. Some need structure. Some need flexibility. Forcing rigid processes kills adoption. We design systems that accommodate both.
Your “CRM Problem” Is Usually Several Problems Disguised as One.
Most integration failures aren’t isolated.
What looks like a CRM problem is actually a data quality problem, a process problem, and an integration problem happening simultaneously.
We assemble specialist teams based on your diagnostic findings, showing you exactly which services your specific situation requires and how they work together to fix root causes, not symptoms.
INDUSTRIES WE SERVE
Manufacturing
ERP integration, inventory visibility, complex B2B sales cycles
Healthcare
HIPAA compliance, patient engagement, referral management
Professional Services
Relationship intelligence, consultative sales pipelines, client engagement
Education
Admissions management, alumni relations, student lifecycle visibility
Technology /SaaS
Product usage data integration, customer health scoring, expansion tracking
The truth about vertical expertise: Integration problems including data migration, user adoption, system connectivity are the same across industries. What changes is context and compliance requirements. We’ve integrated martech stacks for companies in dozens of industries because the core expertise is horizontal, not vertical.
We Diagnose Before We Prescribe
Start with Understanding What’s Actually Broken
Most consultants arrive with pre-packaged solutions before understanding your specific integration failures.
You spend $50,000 fixing symptoms while root causes remain untouched.
We start with a comprehensive diagnostic analyzing your data health, tech stack architecture, user behavior, and process gaps. You own the roadmap whether you hire us or not.
Limited Engagement By Design
We work with a maximum of 8 clients per year to maintain diagnostic quality.
Why: Properly diagnosing martech integration problems, assembling specialist teams, and coordinating complex implementations requires focus. We prioritize quality over volume.
Current availability: We have typically capacity for 2-3 new diagnostic engagements per quarter.
If we’re at capacity, you can:
- Wait for the next available slot (typically 4-8 weeks)
- Get a referral to another qualified consultant
- Proceed with someone else
We don’t hold spots without commitment.
First consultation, first diagnostic, first served.