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.

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.  


advanced tech assessments completed


of assessments found critical issues needing to be fixed


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!