Stan Puchyn

Aimco Global has implemented MCAE to unify its marketing and sales operations tech stack. At the heart of this initial project, the team wanted to implement the MCAE marketing automation tool for Aimco Global's marketing and sales operations.

They invested in optimizing Pardot to provide a platform that will scale with its marketing and sales operations, enable data-driven decision-making in marketing ROI investments, and provide users across the business with insights to support their day-to-day activities.

For over a decade, the R.O. Writer team worked with a Salesforce Classic instance that, while reliable, had grown increasingly outdated. Recognizing the R.O. Writer's need for innovation and improvement, we embarked on a transformative journey to Salesforce Lightning Experience. The project involved migrating data, implementing new automation, upgrading security, enhancing reporting, and moving to MCAE. This project aimed to advance Salesforce operations by automating tasks, simplifying data access, and optimizing revenue operations.

RESULTS
• All required data was successfully transferred from the old production system to the new one.
• New automation was created and aligned with the sales processes, and existing automation was optimized.
• The new production environment is fully operational and ready for use.
• The administration team has been trained and provided with comprehensive documentation.

Augmenta is a software company that uses artificial intelligence and machine learning to empower the construction industry to design buildings more efficiently and at lower costs while reducing the environmental impact.

After raising over $15.9M in funding and reaching the seed stage in 2023, Augmenta needed to optimize its HubSpot CRM to support the startup's continued growth. MarTech Do was brought in to help set up HubSpot's marketing and sales hub assets and automation, focusing on enhancing marketing and sales operations and setting up infrastructure for sustainable scaling.

SOLUTION
Upon getting the full vision of planned updates, our team has developed a set of tasks to enhance lead management, marketing-to-sales handoff, deal management, sales-to-service handoff, and a set of customized templates for the rising marketing activity of the startup, as well as a bunch of minor enhancements to improve overall CRM usage experience.

RESULTS
• 26 automations and 14 lists were built.
• Developed three customized templates for marketing activities.
• Delivered ten reports for tracking lead and deal management.
• Created a marketing and sales operations playbook to guide business processes.