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Marketing Technology & Analytics
Marketing technology and analytics, scoped as a project.
Your marketing and sales tools should work together and show you what drives revenue. Strategiza designs, implements and connects your marketing technology stack, from HubSpot, ZoomInfo and LinkedIn Sales Navigator to Domo dashboards and NetSuite or SAP integration, as fixed-scope projects with clear deliverables.
01 HubSpot CRM and marketing automation
02 ZoomInfo and LinkedIn Sales Navigator for data and prospecting
03 Domo dashboards and revenue reporting
04 NetSuite and SAP integration
Why it matters
Disconnected tools hide what’s working.
Many companies own powerful tools but use them in isolation. Contact data lives in one system, campaigns in another and revenue in the ERP. Reports disagree, sales and marketing argue about numbers and leaders can’t see which investments drive growth.
We connect the stack around one view of the customer and one version of the numbers. Each engagement is scoped up front with defined deliverables, a timeline and a fixed fee, so you know exactly what you’re getting.
Signs you need a martech project
- Marketing, sales and finance report different numbers.
- CRM data is incomplete, duplicated or out of date.
- You pay for ZoomInfo or Sales Navigator but adoption is low.
- Leadership dashboards are built manually in spreadsheets.
- Your ERP and CRM don’t share customer or revenue data.
- You can’t connect marketing spend to pipeline and revenue.
How we work
A clear scope, then a working stack.
Every project follows the same disciplined path.
01
Scope
We review your tools, data, processes and reporting needs, then agree deliverables, timeline and a fixed fee.
02
Design
We design the data model, integrations, workflows and dashboards around how your teams work.
03
Build
We configure the tools, connect systems, clean and enrich data, and build reports and dashboards.
04
Hand over
We test, document and train your team, with optional ongoing support afterwards.
What we deliver
Martech and analytics projects.
01
HubSpot implementation
CRM setup, pipelines, marketing automation, lead scoring and reporting. See HubSpot Consulting.
02
Data & prospecting
ZoomInfo and LinkedIn Sales Navigator setup, CRM integration, enrichment and workflows that sales teams actually use.
03
Domo dashboards
Executive and team dashboards in Domo that combine marketing, sales and financial data in one place.
04
ERP integration
Connecting NetSuite or SAP with your CRM so customer, order and revenue data flow between systems.
05
Attribution & reporting
Tracking and reporting that connect campaigns and channels to pipeline and revenue.
06
Stack audit & roadmap
A review of your tools, costs, data and adoption, with a prioritized roadmap.
Why Strategiza
Built by a former CMO who ran the stack.
Strategiza’s leadership has run a HubSpot-centered marketing technology stack as an in-house CMO, working with ZoomInfo, Sales Navigator, Domo dashboards and ERP data from NetSuite and SAP. We build stacks that marketing, sales and finance can all trust.
- Fixed scope. Clear deliverables, timeline and fee before work begins.
- Business first. Technology designed around your revenue process.
- End to end. From CRM and data to dashboards and ERP.
- Adoption focused. Training and documentation so your team uses what we build.
- Optional support. Ongoing help month-to-month, only if you want it.
Engagement models
Fixed-scope projects, optional support.
Martech and analytics work is delivered as fixed-scope, fixed-fee projects. Ongoing administration and optimization are available month-to-month. Software licenses are separate from our fees. See how pricing works.
Done with you
We scope and design the solution and guide your team as they build it, with reviews at each step.
Done for you
We deliver the project end to end: configuration, integration, data, dashboards, documentation and training.
FAQ
Martech and analytics questions.
Why fixed-scope projects?
Clear scope keeps everyone aligned. You know the deliverables, timeline and cost before work begins, and we avoid open-ended consulting.
Do you resell software licenses?
No. You buy licenses directly from the vendors. We help you choose, implement and use them.
Can you connect HubSpot to NetSuite or SAP?
Yes. We design and implement integrations that share customer, order and revenue data between your CRM and ERP, using native connectors or integration tools as appropriate.
Can you build dashboards in tools other than Domo?
Yes. Domo is one option; we can also work with the reporting tools you already use.
What happens after the project?
We document everything and train your team. If you’d like, we can provide ongoing support month-to-month.
Related services
Let’s scope your project.
Book a free 30-minute strategy call. Tell us about your tools and reporting needs, and we’ll outline a fixed-scope project.
info@strategiza.com
+1 480 215 5282 · Irvine, California