The right martech strategy from the start

Choosing between platforms like Marketing Cloud Account Engagement, Marketing Cloud Engagement, or HubSpot Marketing Hub isn’t simple. With multiple editions and overlapping features, it’s easy to over-invest, underutilise, or pick the wrong tool entirely. And with so much at stake, it pays to get your martech strategy right.

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Why martech strategy assessments matter

Most businesses come to us after investing in the wrong platform, struggling with integration, or realising too late that they’re underutilising their marketing automation tools. This is your opportunity to build a martech strategy that works now and scales with you.

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Evaluate your current stack

We take a close look at the marketing automation tools you’re using today and how they align (or don’t) with what you’re trying to achieve. It’s about matching technology with your real-world objectives.

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Find a tool that fits your needs

Based on your goals, team, and data setup, we’ll suggest the most suitable platform - be it Salesforce, HubSpot, or a tailored combination. As both a Salesforce and HubSpot Partner, we don’t have bias.

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Build a solid business case

We’ll give you clear, commercial reasoning for our marketing automation platform recommendations. So when it’s time to present to decision-makers, you’ve got the facts and a solid plan to back it up.

What’s included in your martech strategy

As part of your martech strategy assessment, we’ll take a close look at your business goals, team structure, and marketing use cases. We’ll review the systems and data sources you already have in place, how you’re tracking success, and whether your reporting setup meets the needs of your wider team. We also assess your current level of marketing maturity, how ready you are for automation, and where your martech strategy might need refining to support growth.

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Platform comparison

As official partners, we offer unbiased, experienced guidance across: Marketing Cloud Account Engagement (Pardot), Marketing Cloud Engagement, Marketing Cloud Growth & Advanced editions, HubSpot Marketing Hub (all tiers). We also explore hybrid setups or phased transitions if that’s what makes sense for your business. In all cases, we provide clear rationale for our recommendations.

Book a martech strategy assessment

Having to manage the hundreds of Account Engagement forms for our EMEA website was often a complex and time-consuming task. We needed a more efficient way to work and MarCloud has helped us to realise this with their solution. We can now spend minutes making changes that previously took hours.

— Rosario Garcia, Marketing Automation Manager, Roland DG EMEA
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Ideal for new and mature marketing teams

This assessment is ideal if you’re new to marketing automation and don’t know where to start, are considering switching platforms (e.g. HubSpot to Salesforce, or vice versa), want to scale your marketing but aren’t sure your current tools can support,n eed to justify platform spend with a proper business case, or want to validate your martech strategy before making moves.

Book a martech strategy assessment

The MarCloud team is meticulous and results-oriented. They consistently listened to our concerns and developed a completely customized solution. They also took the time to create training tools to ensure we could effectively implement and operationalize the system.

— Katie Lukashow, Marketing Director

Martech strategy FAQs

What’s the difference between Salesforce Marketing Cloud and HubSpot?

Salesforce Marketing Cloud (including Account Engagement, Engagement, and ‘on-core’ editions) is highly customisable and built for complex data and automation needs. HubSpot is known for being more intuitive and quick to implement. We’ll help you figure out which suits your goals best.

Do I need a Martech Strategy before choosing a platform?

Not necessarily, but it helps. Our assessment is designed to uncover your current marketing strategy (or lack of one) and make sure any technology decisions support where you’re trying to go.

We already use Salesforce, do we need to switch to HubSpot?

Not at all. In some cases, Salesforce is the right long-term choice. In others, HubSpot may offer better features. We’ll assess what makes the most sense based on your business and martech strategy.

What does the assessment actually involve?

You’ll join a 30-minute call with one of our certified experts. We’ll ask some structured questions about your goals, tools, and challenges, give you practical on the spot advice, then follow up with written recommendations and next steps.

Talk to an expert

Tell us what problems you need to solve and our certified consultants will respond to arrange a call.

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