< Grow Marketshare

Marketing Technology Assessment

Marketing technology plays a pivotal role in driving growth in today’s marketplace. But many teams find that small implementation flaws and inefficiencies with their tools and workflows can quickly add up to a major drag on business momentum. An in-depth assessment of your marketing technology stack will pinpoint any areas of friction and provide actionable guidance for getting the most out of your systems and processes.

Unlock the full potential of your marketing technology investments

Identify high-impact optimizations to your tooling and lead-to-close process workflows.

Contact Us

The journey from initial conversion to a won opportunity often includes many small steps, each with a meaningful impact on overall momentum. Guiding buyers through this journey effectively at scale requires deft use of marketing automation and bulletproof processes and organizational hand-offs.

Our marketing technology experts will engage with your stakeholders to understand your existing practices, pain points, and desired business outcomes. Drawing from these insights, we’ll perform an in-depth assessment of your marketing technology stack and supporting processes. The outcome will be a detailed set of recommendations for optimizing your marketing efforts, including proposed additions and changes to your existing tool set and configurations, as well as the critical processes that support them. These recommendations will be outcome based, focused on updates to help move the business forward.

“Our partnership with Convertiv is one of the strongest I’ve had. They really care and are completely invested in seeing me – and Symmons – succeed. Their understanding of how to use technology to improve marketing effectiveness is second to none.”


Business Objective and Capabilities Discovery

Many organizations have the building blocks for an effective marketing automation strategy in place but are held back by technology or process inefficiencies. Our team will interview your key stakeholders and identify areas of misalignment between your existing capabilities and your desired business outcomes.

  • Clear definition of desired business outcomes
  • Detailed needs analysis to drive priorities for the engagement

Marketing Technology Stack Evaluation

There are many marketing technology tools in the marketplace, each with their own strengths and weaknesses. We’ll perform a detailed analysis of your existing technology stack and identify any gaps, opportunities for consolidation, potential integration improvements, and configuration issues.

  • Recommended changes to the underlying technologies used in your marketing stack, if necessary
  • Proposed configuration changes, integrations, and automations to improve efficiency and effectiveness
  • Best practice guidance and playbooks for technology expansion and utilization

Technology Roadmapping and Process Design

Drawing on our collective understanding of your desired business outcomes and existing tools and practices, we’ll develop a detailed action plan for elevating your marketing technology execution. This will include specific recommended changes to your technology stack and processes, with the goal of applying best practices throughout the lead-to-close buyer journey.

  • A detailed execution plan for implementing proposed technology and tool changes
  • Documentation of all steps in the lead-to-close process workflow

Guided Change Implementation (Optional)

While our marketing technology assessment will provide you with the detailed recommendations required to execute any proposed changes self-sufficiently, some organizations may prefer a guided experience. In these cases, our team can optionally implement the recommended changes in your environment, working in close coordination with your key internal stakeholders.

  • Faster achievement of cost savings from technology stack streamlining
  • Increased operational efficiency through process improvements
  • Clearer definitions and processes

Why Convertiv?

Digital experiences play a central role in the customer journey for many businesses, so the details matter. Our expert designers and developers are about more than just aesthetics and code. We dive deep into the data about how buyers interact with your business digitally and create products, campaigns, and experiences that drive the right business outcomes. We also consider security, performance, and reliability at every step, so the momentum keeps building as your business grows.

Related Articles


Aligning MarTech with Business Objectives

People, process, data, and technology are the four words every marketing technology lead hears in their sleep. But one or more of these foundationa...


Creating Better Campaigns

Across industry landscapes, marketers are dealing with a similar set of headwinds as it pertains to campaign reporting, particularly in CRM. Answer...


Importance of Organization in Marketing Automation

Today’s marketing teams are under constant pressure to do more with less. Fortunately, there are new technologies on the landscape that allow marke...


0 %


0 %


0 %


Client Results

Global Leader in International Learning Takes on Growth Stack Integration

The world leader in international learning tapped Convertiv to digitally relaunch their "Gap Year" division, including everything from brand to growth stack. Faced with tracking, reporting, and marketing automation data gaps, Convertiv helped assess and implement an updated reporting structure to measure key business questions while re-invigorating their lead nurture programs through content alignment and automation.


Fully Integrated Enterprise MarTech Tools

Grow your market share.