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CRM Integration and Marketing Automation Services

Build the Ultimate Data Pipeline and MarTech Stack for Your Business

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A marketing technology (MarTech) stack is a collection of technologies businesses use to optimize their processes. Over 7000 different tools and platforms are available to businesses looking to enhance, automate, and streamline their marketing efforts. 

Getting the latest tips and insights on these programs and tools from O8 will help you identify and build an effective combination that works for your business. 

The benefits of an effective MarTech stack include

  • Maximizing your budget
  • A clear view of your sales and marketing funnels
  • Capturing valuable customer insights 
  • Automating manual time-consuming tasks 
  • Agile teams and project management 

Reliable and Recognized

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Trusted By Big Names, Accessible To Smaller Organizations

You guys have been great to brainstorm with and have been very efficient with deliverables. Thank you all for your hard work to help tighten the messaging! It has gone a long way!

Ryan Kuriakose, PharmD, MS, RPh
,
Marketing Lead
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Your CRM is the foundation of your MarTech stack.

As a certified Hubspot partner, we highly recommend HubSpot to our clients. Not only do we recommend it, but we’ve built our business on it.

 

We also recommend Salesforce and Pardot for specific situations, often involving complex integrations and business logic.

 

 


In certain cases, we even recommend using Salesforce as the "brain" of the organization while integrating it with Hubspot for ease-of-use for your team.

We also have substantial experience with Pipedrive, Nimble, Insightly, Zoho and more. Read more about the Top 10 CRM Software Considerations.

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Client Testimonials

HelpSystems
Leila De la Fuente

The team at O8 has been instrumental in helping our company elevate our web user experience...

Leila De la Fuente
,
Manager
David Wargin

As our company works to deliver essential medical products and services to our customers, O8 has been a critical partner in our efforts to drive greater awareness and respond quickly to customer needs.

David Wargin
,
Manager
Medsource

What Does CRM Mean?

CRM stands for customer relationship management.

This software incorporates tools, strategies, and processes to access and organize your customer data.

A CRM helps you manage relations between your business and customers.

Why Should I Use a CRM?

Organizations that use CRMs see increased rates of customer satisfaction and retention. If you’re interested in business growth, use a CRM to:

  • Keep prospect information in a central location
  • Boost productivity among reps
  • Foster important business relationships
  • Help your team close more deals
  • Improve customer experiences
  • Increase revenue

Power up your CRM without junking it up.

We recommend the following customer data platform (CDP) tools, however, our expertise expands beyond these recommendations. These options apply to both Drupal and WordPress.

What Is a Martech Stack?

A MarTech stack is a group of technology solutions that help you run digital marketing campaigns.

Essential functions include automating tasks and streamlining workflows.

Your MarTech stack enables you to make data-driven decisions.

It also measures performance so you can maximize effectiveness and cut costs.

How to Choose the Best Martech Stack for Your Business

You don’t want to assemble a random set of MarTech solutions and see how things go. Instead, you need to follow a step-by-step strategy to find the best mix of tools to achieve your business goals:

  • Identify needs
  • Take inventory
  • Determine budget
  • Research solutions
  • Choose your products
  • Install and test