Your CRM is the heart of your organization’s success.


HubSpot Tech Assessment
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.

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

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.

Technology Selection Consulting
Our technology-agnostic Yetis will help you select the right technology stack to fit your business’s unique needs.
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.
Gain visibility and insight
See where your CRM works, what doesn’t, and what’s missing so you can plan optimization to overcome challenges.
Discover hidden ROI opportunities
Learn where you can ramp up your tech stack in alignment with best practices and close more deals, more quickly.
Sales and marketing alignment
Enable your sales and marketing teams to work in harmony with a highly effective CRM that fills your pipeline faster.
Trust your data
Have confidence with sending reports to your team, knowing that the data is clean, correct, and up to date.
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 found critical issues needing to be fixed
10+
years experience and software expertise
The MRM tech assessment experience
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.
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.
Prioritize implementation
MRM experts will work with your team to build an implementation plan with estimated hours so your team understands next steps.
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.
See what others love about MRM
Fix Gaps and Improve ROI!