Understand where your accounts are holding you back. We run HubSpot and Salesforce audits using the MarCloud ROI Framework to provide clear recommendations for driving greater ROI.
An audit gives marketing and sales teams a clear, independent view of how their Salesforce and HubSpot setup is really performing. We review your platform configuration, data model, automations, integrations, and reporting to identify what’s working, what’s holding performance back, and where risk or inefficiency has crept in over time. Using the MarCloud ROI Framework, our consultants assess platforms such as Salesforce Sales Cloud, Salesforce Marketing Cloud, Salesforce Account Engagement (Pardot), and HubSpot, then deliver a prioritised, plain-talking action plan. You’ll get clear recommendations you can act on immediately to improve reliability, campaign performance, and return on your CRM and marketing automation investment.
Whether you're using Sales Cloud, Marketing Cloud, Data Cloud, or HubSpot, we can run an audit of your ecosystem, looking at everything from system performance to your business processes, data storage, data quality, custom objects, and technical debt. As a long-time Salesforce Partner and HubSpot Solutions Partner, we're experts in integration, features, and the tools you need for success.
Marketing Cloud Engagement is a complex platform requiring data modelling, SQL, automated file dropping, and integrations. For those without in-house expertise, an audit of your account will ensure an error-free setup and analytics you can trust. Request your Engagement audit. We’ll simplify Salesforce so you can get back to marketing in no time.
Marketing Cloud Account Engagement (Pardot) has a steep learning curve, often leading to data sync errors, missed tracking, and unreliable reports. A Salesforce Account Engagement audit combines technical and strategic issues, highlighting your top priorities for better ROI. Request your Pardot audit. Let us tackle the tricky stuff while you focus on creativity.
HubSpot may be user-friendly, but that doesn’t stop issues building in the background. Whether it’s integration, data hygiene, or reliable reporting, a MarCloud audit can uncover errors and opportunities to improve your account for more efficient and effective automated marketing campaigns. Get clear recommendations within two weeks.
Our one-click Account Engagement (Pardot) audit tool uses AI to generate actionable recommendations for improving your account. It's an easy way for you to gain immediate insights about the performance and setup of your Account Engagement instance.
We align the AI-generated output with the MarCloud ROI Framework to help you put the technical foundations in place that will ultimately get you more ROI from your marketing platform.
If you’re experiencing data sync errors, broken automation, unreliable reports, or underperforming campaigns, an audit can diagnose the root causes. It helps ensure your HubSpot or Salesforce setup is optimised for accuracy, efficiency, and better marketing results.
At least once or twice a year. Regular audits help keep a clean database, optimise automation, and ensure you're adapting to platform updates. We also recommend running an audit whenever you're making significant changes to your setup, such as integrating new tools, restructuring, or migrating.
A typical Salesforce audit examines data quality, automation workflows, lead tracking, segmentation, reporting accuracy, integration health, and overall platform efficiency. We align our findings to the five stages in the MarCloud ROI Framework, making it clear how they relate to revenue.
We guarantee your HubSpot or Salesforce account audit within two weeks. You’ll receive a full audit report outlining our findings and highlighting priority actions, aligned with the MarCloud ROI Framework. If you need support to fix and manage your account moving forward, we can help with that too!
Tell us what marketing problems you need to solve, and our certified consultants will respond to arrange a call.
