Technical Assessments for Your Sales and Marketing Tech Stack

Discover gaps in your tech stack and what to fix for a robust Demand Generation Ecosystem®

Your CRM is the Heart of Your Organization's Success.

The better your insights, the better business decisions you can make. Better business decisions means more closed deals, more efficiently.

Marketing and Sales Alignment

Whether or not your company is new to HubSpot, our certified HubSpot Yetis will evaluate your portal and recommend configurations that meet your specific business needs.

Salesforce Sales Cloud Assessment

Let our certified specialists review your Salesforce CRM to make sure you’re getting the most out of your Salesforce Sales Cloud investment.

Integrations Tech Assessment

Review your entire sales and marketing ecosystem, including 3rd-party apps, to check for configuration errors and ROI opportunities.

Technology Selection Consulting

Our technology-agnostic Yetis will help you select the right technology stack to fit your business’s unique needs.

The MRM Tech Assessment Experience

1

Look Under the Hood

Yetis look under the hood of your HubSpot, Salesforce, Pardot or other CRM or marketing automation portal to analyze your current configuration in comparison to industry best practices, reviewing key components of each tool.
2

Review findings together

You get a guided tour through the detailed assessment, reviewing configuration issues, critical errors, and any oddities that do not meet best practices.
3

Prioritize Implementation

MRM experts will work with your team to build an implementation plan with estimated hours so your team understands next steps.
4

Tune the Engine

If you need experts to do implementation heavy lifting, our team will work with you to get your systems perfectly in tune.

How a Tech Assessment Helps You

Identify Tech Stack Gaps

We complete a detailed review of your sales and marketing process including everything from staff and software to strategy. 

Discover Hidden ROI Opportunities

Learn where you can ramp up your tech stack in alignment with best practices and close more deals, more quickly.

Trust Your Data

Have confidence with sending reports to your team, knowing that the data is clean, correct, and up to date. 

Gain Visibility and Insight

See where your CRM works, what doesn’t, and what’s missing so you can plan optimization to overcome challenges.

Sales and Marketing Alignment

Enable your sales and marketing teams to work in harmony with a highly effective CRM that fills your pipeline faster.

Automate Manual Processes

Reduce manual labor and data errors by automating everyday business processes with automations, workflows, and data cleaning rules.  
75

Advanced Tech
Assessments Completed

90%

Of Assessments Find
Critical Fixes Required

10+

Years’ Experience and
Software Expertise

Why work with us?

RevOps is Our Bread and Butter

MRM specializes in solving operational issues and creating customized end-to-end solutions for our clients.

We know your industry

B2B is our focus and we love solving technical problems. We know how to get results, no matter the vertical.

We’re experienced

In addition to 10+ years of RevOps experience across the team, MRM is also HubSpot Revenue Operations certified.

Onboarding and Training

Our RevOps Yetis create customized onboarding and training that is tailored to your organization’s needs.
Talk to a RevOps Expert

Our Work Speaks
For Itself

Talk to an Expert Yeti

Fill out the form to the right to talk to one of our expert Yetis about how we can help you and your company with your demand generation needs.
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