Marketing Platforms & MarTech Stack
One connected stack. Every channel on speaking terms.
Selection, implementation, integration, and governance of your marketing platforms — CRM, CDP, email, analytics, ads, CMS, attribution, and AI tooling.
What it is
Your marketing platforms are the plumbing behind every campaign. Done right, data flows cleanly between ads, CRM, site, email, and analytics — and your team moves faster. Done wrong, half your budget is wasted on broken tracking, duplicate tools, and reports no one trusts. We audit, select, implement, and govern the full MarTech stack across CRM (HubSpot, Salesforce), CDP (Segment, RudderStack), email/SMS (Klaviyo, Iterable, Customer.io), analytics (GA4, Amplitude, Mixpanel), ads (Google, Meta, LinkedIn, TikTok), CMS (Sanity, Contentful, WordPress, Webflow), and attribution (Triple Whale, Hyros, Northbeam).
Why it matters
- The average enterprise marketing team now uses 91 different tools; only about a third are used meaningfully and 60% of tool budget is wasted on overlapping or abandoned licenses (Gartner MarTech Utilization Survey, 2024).
- Broken attribution and tracking waste 20–40% of paid-media spend on poorly-targeted audiences (Forrester Marketing Measurement Report).
- Companies with integrated MarTech stacks report 2.3x higher marketing ROI than those running fragmented tools (Salesforce State of Marketing, 2024).
- A well-architected stack is a permanent competitive advantage — it compounds.
Outcomes
- Single source of truth for marketing and revenue data
- Lower tool costs via consolidation
- Faster campaign velocity
- Attribution you can actually trust
Tools we love
Who this is for
Growth-stage teams that want marketing platforms treated as a discipline — not a side project. You have a real business to grow, budget to deploy thoughtfully, and an exec team that wants answers in numbers.
When you'd hire us
- Launching a new brand, product, or market.
- Current results are plateauing and you need a reset.
- You need senior thinking without hiring a full-time team.
Engagement shape
Standalone sprint, multi-month program, or embedded team — you pick what fits. Fixed-fee sprints start small; programs scale with scope; embedded engagements run on a monthly retainer.
Compare tiers →Our process
A transparent, six-step cadence we run for every engagement — adapted to your business.
Stack Audit
Inventory of tools, usage, costs, overlaps, and data flow.
Architecture & Selection
Target-state architecture and tool selection (build vs. buy vs. consolidate).
Implementation
Configuration, integration (native + iPaaS), data migration, and QA.
Enablement & Governance
Playbooks, naming conventions, data contracts, and admin ownership.
Ongoing Optimization
Quarterly reviews, tool swaps, and roadmap planning.
What you get
- Current-state stack audit
- Target-state architecture diagram
- Tool selection recommendation
- Implementation plan & RACI
- Integrations (native + Zapier/Make/n8n/iPaaS)
- Data governance & naming conventions
- Team enablement docs and training
How we're different
Marketing Platforms is a noisy space. A few things we believe — and push back on — that shape how we run every engagement.
- Sell you a fixed template and adapt your business to it.
- Hand the work to juniors after the pitch.
- Report on vanity metrics that don't tie to revenue.
- Lock you into proprietary tools you can't take with you.
- Chase shiny tactics without a durable strategy.
- Build a marketing platforms system tuned to your P&L.
- Senior practitioners on every call, every week.
- Report on pipeline, revenue, CAC, LTV — not impressions.
- All files, data, and docs live in your accounts. No lock-in.
- Strategy first. Tactics second. Always in that order.
FAQs
Do you implement HubSpot and Salesforce?+
Yes — from Starter/Sales Cloud through Enterprise, including custom objects, CPQ, and integrations.
Can you take over an existing stack?+
Absolutely. Most engagements start with a stack audit before any changes are made.
Are you vendor-neutral?+
Yes. We recommend tools based on fit, not partner commissions.
Industries we deliver Marketing Platforms for
Every industry has its own buyer, compliance, and economics. Click through for the playbook we use in your category.
Recent writing on Marketing Platforms
Fresh thinking from our team — browse all Marketing Platforms articles.
Zapier at Scale: When to Graduate to n8n or Make
Zapier is perfect until it isn't. The signals it's time to move to a more capable platform.
Marketing PlatformsBigQuery for Marketers: What to Load and What to Skip
Not every team needs BigQuery. For those that do, what to load first and what to leave for later.
Marketing PlatformsKlaviyo vs Mailchimp vs Customer.io: When Each Wins
Three platforms, three different strengths. The real criteria for choosing.
Marketing Platforms — by city
Every office runs marketing platforms with local practitioners, regional compliance, and language coverage for that market. Pick the city closest to you.
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Ready to start Marketing Platforms?
Book a free strategy call — we'll draft a marketing platforms plan tailored to your business.