MarTech consulting services — the wiring between your marketing tools

Most marketing stacks are five tools that don't talk to each other and one person exporting spreadsheets between them. We connect them — CRM, email, ads, analytics, the website — so a lead's history follows it and the reporting adds up.

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The problem

What is a marketing technology stack?

A marketing technology stack is every tool that captures, nurtures and measures your leads, from CRM to ads.

Diagram: five separate marketing tools on the left, the same tools connected through one customer record on the right, stacked for phonesBEFORE · FIVE LISTSCRMEmailAdsAnalyticsWebsiteOne person exports spreadsheets between them.AFTER · ONE RECORDOne customer recordduplicates resolved · history follows the leadCRMEmailAdsAnalytics + siteDiagram: five separate marketing tools on the left, the same tools connected through one customer record on the rightOn the left, CRM, email, ads, analytics and website each hold their own list and a person exports spreadsheets between them. On the right the same tools read and write one customer record, with duplicates resolved.BEFORE · FIVE LISTSCRMleads, dealsEmailcampaignsAdsGoogle · Meta · LinkedInAnalyticsweb trafficWebsiteformsOne person exports spreadsheets between them.WIREDAFTER · ONE RECORDOne customer recordduplicates resolved · history follows the leadCRMowns the recordEmailreads the recordAdsreports what the CRM reportsAnalytics + siteforms land in the record
What a MarTech engagement changes: the tools stay, the wiring between them is built and written down.

Why it matters: The stack only works when those tools share one customer record instead of five separate lists.

Go deeper: what is in a typical stack and how it breaks

Most small-business stacks grow one tool at a time: a CRM here, an email platform there, ad accounts, an analytics property, a website form. Each works on its own. Together they leave the same person as three contacts in three systems, with no history following the lead from first click to sale.

MarTech consulting is the work of connecting them: agreeing which system owns each record, wiring the integrations, and writing it down. A marketing technology stack audit is the first step.

Not sure what is broken?

Name the tools you own; we tell you what we would connect first.

Book a stack audit(610) 890-9711

Who you are hiring

  • 5.0 from 6 Google reviews

    Our Google Business Profile.

  • Four of us, Malvern PA

    The people you talk to are the people who do the work.

Our Google reviews

What our Google Business Profile showed when a person at OneAlgorithm read it.

BusinessOneAlgorithm Consulting, Chester County
Rating5.0
Reviews6
ReadOctober 31, 2026

Marketing automation on your existing tools

As your marketing automation consultant, we build journeys and lead nurture inside the platform you already pay for.

Why it matters: Automation fails on the manual steps around it, so we automate those first: list uploads, assignment, the weekly report.

  • Journeys triggered by what someone did, not a send date
  • Follow-up that stops the moment someone replies
  • Automation wired to the CRM record, not beside it
Go deeper: where the experience comes from

We supported one client’s Salesforce Marketing Cloud account on a recurring basis for about 18 months. The client is not named.

We also built and run our own Salesforce email outreach platform, with a send governor and reply matching. It is our own platform, not a client result.

Salesforce Marketing Cloud consultingSalesforce integration services
18

months of recurring Marketing Cloud support for one client, not named

OneAlgorithm project records

Capabilities

What we build, and what we connect

Six things, and every one happens inside a platform you already license.

  • Marketing Automation

    Journeys and lead nurture built inside the tool you already pay for, triggered by what someone did rather than by a send date.

  • Customer Data & Insights

    One customer record assembled from the CRM, the website, the email tool and the ad platforms, with duplicates resolved rather than counted three times.

  • Personalization & CX

    Content and offers that change based on what someone has already done. We start with the two or three rules that matter, not a matrix nobody will maintain.

  • Digital Advertising & Media

    Conversion tracking wired so that ad reporting shows the same numbers your CRM does.

  • Campaign Management

    Planning and tracking campaigns across your channels, including the unglamorous parts: UTM discipline, list hygiene, suppression rules.

  • CRM and marketing tool integration

    Salesforce Marketing Cloud and Salesforce CRM, your email platform, and conversion sync from the CRM to your ad accounts, with written documentation so your team can run it after we go. Salesforce integration services

Why it matters: A stack with a seventh tool in it is rarely the answer.

Why OneAlgorithm for MarTech?

We do the engineering as well as the strategy, so your stack ends up wired together and documented.

Why it matters: An integration that becomes somebody else's ticket is an integration that never gets finished.

  • Engineering and strategy from one team, so no integration becomes a ticket
  • One customer record, so the same person isn't three contacts in three tools.
  • Automation for the manual steps: uploads, assignment, the Monday report
Go deeper: the fourth reason, and how we report

Reporting that reconciles with the CRM, including the months when the CRM number is the worse one.

That matters most in the months when the CRM figure is the lower one: a report you can only trust when it flatters you is not a report. We are four people in Malvern who read the stack end to end, and 24/7 support and hypercare follow every launch.

Proof

MarTech work we have delivered

Two pieces of work, described as what they are, with no client named.

Marketing Cloud support

Recurring support for one client's Salesforce Marketing Cloud account for about 18 months. The client is not named.

Salesforce Marketing Cloud consulting

Our own email outreach platform

A Salesforce email outreach platform with a send governor and reply matching. It is our own system, not a client result.

Salesforce integration services

MarTech audit: what you get

We map what you own, what it costs, what is actually connected and what is duplicated.

Why it matters: You get a prioritized list, usually including a tool or two you can cancel.

  • Inventory of every marketing tool you own
  • Cost set against actual use
  • An integration map and a cancel list
Go deeper: the four parts of the audit

Inventory

What you own: every marketing tool, who uses it and which plan you are on.

Cost against use

What each tool costs, set against what your team actually uses it for.

Integration map

What is actually connected, what is duplicated, and where a lead's history breaks.

Cancel list

A prioritized list, usually including a tool or two you can cancel.

Audit sheet · tool inventorySample, not a client

ToolUsed forConnected to CRMVerdict
Email platformCampaignsYesKeep
Second email toolRarely openedNoCancel
Form pluginWebsite formsNoConnect
Ad reporting toolWeekly reportPartlyFold into CRM report
A layout of the audit output with invented rows.

Talk to a marketing specialist

Tell us which tools are not talking; we say where we would start.

Talk to a marketing specialist(610) 890-9711

Process

How an engagement runs

Five steps, from audit to hand over, with the plan agreed before any build starts.

Diagram of the five steps of a MarTech engagement, stacked for phones01Auditwhat you own02Planagreed first03Buildin your platforms04Documentwritten down05Hand oversupport on callDiagram of the five steps of a MarTech engagementA rail runs through five stations: audit, plan, build, document, hand over.01Auditwhat you own02Planagreed first03Buildin your platforms04Documentwritten down05Hand oversupport on call
You see the scope and the order of work first, so nothing is built on a guess.

01Audit

We map what you own, what it costs, what is connected and what is duplicated.

02Plan

A prioritized list of fixes, agreed with you before anything is built.

03Build

Automation and integrations built inside platforms you already license.

04Document

Written documentation, so your team can run it after we go.

05Hand over

Your team takes it on, and our support stays available if something breaks.

Marketing servicesSEO servicesGoogle Ads managementSalesforce consulting

MarTech and automation questions

What is MarTech consulting?

MarTech consulting reviews the software behind your marketing, such as the CRM, email platform, ad accounts and analytics, then fixes how they connect. The aim is one set of numbers that reconcile and fewer tools doing the same job. It is not a new tool; it is the wiring between your existing ones.

What does MarTech stand for?

MarTech is short for marketing technology: the software a team uses to plan, run and measure marketing. Your stack is the set of those tools, typically a CRM, an email or automation platform, ad accounts, analytics and the connections between them. Consulting looks at whether that set works together.

What does MarTech consulting cost?

We scope it in writing after the stack audit, because the number of tools, how they connect and what is broken decide the work. We do not print a price list. The audit's inventory, cost-against-use view and cancel list can show where existing spend is being paid for and not used.

Does Salesforce have marketing automation?

Yes. Salesforce Marketing Cloud is its marketing automation and email platform, and it connects to Salesforce CRM. We have supported a client's Marketing Cloud account for about 18 months. For setup, journeys and consent, see our Salesforce Marketing Cloud consulting page.

Salesforce Marketing Cloud consulting

How do you connect a CRM to marketing automation?

We start with an integration map: which fields, contacts and campaigns move, in which direction and on what schedule. Then we build and test the sync, including opt-outs flowing back, and document it so your team can run it. We do not connect tools blindly or in bulk.

Salesforce integration services

How long does it take to fix a marketing stack?

It depends on how many tools you run and how tangled they are. The audit comes first and gives you a ranked list of fixes, so quick wins can start before the larger integration work. We agree the timeline in writing after the audit and will not promise a date beforehand.

Will I need to buy another marketing tool?

Not necessarily. The audit compares what you pay for with what you use, and the cancel list names tools you could drop. We recommend a new tool only when an existing one cannot do the job, and we tell you why before you spend anything.

Can my team run the integrations after you finish?

Yes, that is the aim. We document every connection and hand over: what moves, where it is configured and what to check when it breaks. The accounts stay in your name, so you are never locked in to us, and you can bring us back for changes.

How many MarTech tools do we really need?

As few as cover your jobs: a CRM, a way to send and automate email, ad accounts, analytics and reporting. The right number is the one with no overlap. Our audit lists each tool, what it costs and how much it is used, so overlap and unused tools become visible.

Do you work with HubSpot?

Our MarTech work centres on Salesforce, including Marketing Cloud, and the CRM. We do not offer HubSpot implementation. If HubSpot sits in your stack, the audit will still inventory it and show how it connects to everything else; building inside HubSpot is outside what we sell.

Updated . The one proof point on this page has a record behind it.

Sources for this page

One client's Salesforce Marketing Cloud account, supported on a recurring basis. The client is not named.

WorkRecurring Marketing Cloud support
LengthAbout 18 months
SourceOneAlgorithm project records (two paid purchase orders)
Talk to us about your stack

Tell us about your marketing stack

Name the tools you own, and we will tell you what we would connect first.

What to have ready

  • The CRM, email and ad platforms you use
  • Where leads and customer records live today
  • The report you do not trust

What happens next

  1. 01Send the short note on the contact page.
  2. 02A person at OneAlgorithm reads it and replies.
  3. 03If it fits, we start with the audit.

Tell us about your stack

Topic · MarTech

Which tools do you own, and which of them should talk to each other? Tell us on the contact page; the topic is already filled in.

Request a MarTech consultation

Prefer to talk it through?

(610) 890-9711

OneAlgorithm · 625 Swedesford Rd, Unit B, Malvern, PA 19355 · Mon–Fri 9–5