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Agency

Martech DO

RevOps

Martech DO is a Revenue Operations agency that supports B2B teams by optimising their existing revenue systems. They focus on cleaning, connecting, and improving CRM, marketing, sales, reporting, and automation systems to enhance clarity, confidence, and speed in operations.

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Our read

Section 01

Pitches independent B2B RevOps agency. Fine if that's the exact shape of work you're buying.

They focus on making existing systems work better together, creating cleaner processes and stronger execution.

Directory research note

Value proposition

Section 02

Martech DO is a Revenue Operations agency that assists B2B organisations in enhancing their revenue systems. The company operates on the principle that many businesses already possess the necessary tools but require support in integrating and optimising these systems. They aim to improve the functionality of CRM, marketing, sales, reporting, and automation platforms to foster more efficient and transparent revenue growth processes.

Their services involve auditing current systems, addressing inefficiencies, and developing practical roadmaps for improvement without introducing unnecessary complexity. They offer support across marketing operations, sales operations, and CRM consulting, leveraging platforms such as HubSpot, Salesforce Account Engagement (Pardot), and Salesforce.

Core competencies

Section 03

Revenue Optimization

Assisting clients in improving their overall revenue generation processes and systems.

Marketing Operations

Expertise in marketing automation, campaign operations, segmentation, lead scoring, and marketing-to-sales handoff.

Sales Operations

Improving CRM workflows, lead routing, account ownership, pipeline stages, and sales reporting to reduce admin and increase visibility.

CRM Consulting & Implementation

Specialisation in implementing, optimising, and cleaning up Salesforce, HubSpot, and related CRM systems.

GTM Engineering

Capabilities in supporting Go-to-Market (GTM) strategies through system and process alignment.

System Integration

Connecting various revenue-generating systems to ensure they work cohesively.

Products & services

Section 04
RevOps System Audit
An audit of CRM, marketing automation, sales process, lead management, lifecycle stages, integrations, reporting, data quality, and team workflows, providing a roadmap for improvement.
Marketing Operations
Assistance with marketing automation, campaign operations, segmentation, lead scoring, lifecycle programs, nurture strategy, forms, attribution, reporting, and marketing-to-sales handoff.
Sales Operations
Improvements to CRM workflows, lead routing, account ownership, pipeline stages, sales reporting, activity tracking, automation, handoff processes, and sales tool configuration.
CRM Consulting & Implementation
Implementation, optimisation, and clean-up of Salesforce, HubSpot, and related CRM systems, including fields, objects, automations, permissions, dashboards, data migration, and integrations.
RevOps boost
A comprehensive audit of marketing and sales operations to identify strengths, weaknesses, and opportunities, providing tailored recommendations for optimisation.
Supportive partnership
Ongoing support and consultation services, providing access to expertise and guidance on an as-needed basis, with flexible arrangements starting from 40 hours per month.

Key takeaways

Section 05
Value Proposition
Martech DO helps B2B companies by optimising their existing systems rather than recommending new tools, focusing on improved integration and efficiency.
Service Scope
The company offers comprehensive support across RevOps, Marketing Ops, Sales Ops, and CRM consulting, including system audits and implementations.
Technology Focus
Martech DO has expertise in major platforms like Salesforce, HubSpot, and Marketing Cloud Account Engagement (Pardot).
Client Needs Addressed
They target teams that have outgrown messy systems and need clarity, cleaner processes, and better data to drive revenue growth.
Engagement Flexibility
Clients can engage Martech DO for specific project-based work, system audits, or ongoing support and consultation.

FAQ

Section 06
What kind of companies does Martech DO work with?
Martech DO works with B2B companies that need support in optimising their revenue systems, particularly those that have outgrown messy or disparate systems.
What platforms does Martech DO specialise in?
Martech DO specialises in platforms such as HubSpot, Salesforce Account Engagement (Pardot), Salesforce, and Clay.
How does Martech DO typically engage with clients?
Clients can engage Martech DO through a RevOps System Audit, one-time projects like CRM optimisation, or via ongoing support and consultation packages.
What is the primary goal of Martech DO's services?
The primary goal is to help B2B teams clean up, connect, and optimise their CRM, marketing, sales, reporting, and automation systems to operate with more clarity, confidence, and speed.

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