MarTech Stack Audit

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Unblock Growth With a Smarter Stack

oo many tools. Too little alignment. If your campaigns are stuck, your leads are leaking, or reporting takes forever, it’s time to step back and evaluate the tech running your marketing. Our MarTech Stack Audit gives your team a clear view of what’s helping, what’s hurting, and where consolidation or optimization can unlock ROI. From automation flow analysis to CRM sync gaps and platform usage, we uncover the friction that’s slowing growth.

What's Included

Tool-by-Tool Usage Review

Assess MAP, CRM, and other systems for underutilization, overlap, and operational gaps.

Automation & Data Flow Evaluation

Audit your lead capture, scoring, lifecycle stages, and sync health across platforms.

 Governance & Cost Optimization

Uncover access sprawl, permission misalignment, and hidden cost drains.

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Why Choose Us

Platform Agnostic

We audit HubSpot, Salesforce, Marketo, Mailchimp, Zoho, and more

Clear Roadmap

Guidance for optimizing, consolidating, or transitioning your stack

Fast Audit

Quick turnaround with minimal disruption to your internal ops

Team Alignment

Ideal for marketing, ops, and IT to align on MarTech strategy

Modular, On-Demand Marketing Pods

Callidient’s Plug-and-Play Marketing Teams are modular, outcome-focused pods designed for speed, flexibility, and scale. Instead of hiring full-time staff or relying on rigid agencies, you get on-demand access to expert talent—across content, MarTech, and analytics—configured to your needs.

Book a Stack Review Call With Our Team

FAQs

All you wanted to know and more...

If your tools feel disjointed, reporting is slow, or leads fall through the cracks, you’re losing growth opportunities. A MarTech Stack Audit uncovers inefficiencies, overlaps, and data flow gaps so your stack works as a true revenue engine.

Our audits are powered by MarTech Pods specialized teams that blend senior consultants and platform experts. They evaluate your stack across HubSpot, Salesforce, Marketo, Zoho, and more to provide an unbiased, platform-agnostic roadmap.

Absolutely. Beyond the audit, you can activate our MarTech Pods to execute the recommendations. From automation fixes to CRM clean-ups and reporting dashboards, our pods deliver outcomes—not just slides.

Our Martech pods identify gaps in lead capture, scoring, and automation flows that directly impact conversion rates. With pod-driven execution, you can streamline nurture journeys, fix sync issues, and ensure leads don’t leak between platforms.

This audit is built for marketing, ops, and IT leaders who need stack alignment. With our MarTech pod structure, we bridge these perspectives into one strategy—ensuring your stack supports both demand gen and executive reporting needs.