Free Technical Assessment

Are you getting the most out of your sales & marketing technology?

Just like your annual physical, you need to check the health of your tech stack. This FREE Basic Technical Assessment* reviews:

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  • How your tech stack is configured and if there are gaps
  • The way you use your sales and marketing tech stack and quick fixes to simplify
  • If your integration needs an overhaul

Complete the form today to get the process started!

*In order to conduct a FREE Basic Yeti-tech assessment, your organization must provide administrative access to the software instance being assessed. Typically, evaluations are completed within 5-7 business days after system access is granted, however this may be extended based on demand. We reserve the right to deny a request for an evaluation for any reason.

Let's get started!

How a tech assessment helps you

Identify tech stack gaps

We complete a detailed review of your sales and marketing process including everything from staff and software to strategy. 

Discover hidden ROI opportunities

Learn where you can ramp up your tech stack in alignment with best practices and close more deals, more quickly.

Trust your data

Have confidence with sending reports to your team, knowing that the data is clean, correct, and up to date. 

Gain visibility and insight

See where your CRM works, what doesn’t, and what’s missing so you can plan optimization to overcome challenges.

Sales and marketing alignment

Enable your sales and marketing teams to work in harmony with a highly effective CRM that fills your pipeline faster.

Automate manual processes

Reduce manual labor and data errors by automating everyday business processes with automations, workflows, and data cleaning rules.  

How a tech assessment works

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Look under the hood

Yetis look under the hood of your HubSpot, Salesforce, Pardot or other CRM to analyze your current configuration in comparison to industry best practices, reviewing key components of each tool.

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Review findings together

You get a guided tour through the detailed assessment, reviewing configuration issues, critical errors, and any oddities that do not meet best practices.

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Prioritize implementation

MRM experts will work with your team to build an implementation  plan with estimated hours so your team understands next steps.

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Tune the engine

If you need experts to do implementation heavy lifting, our team will work with you to get your systems perfectly in tune.

"MRM has been a great partner to us over the past 3 years - helping us evolve our lead management processes to support a full-scale ABM strategy. They've been able to provide us with strategic consultative services and also tactical operational support. As our processes mature, MRM continues to help us think of out of the box solutions to enhance our analytics and reporting and also infrastructure and processes." Jessica Dodson, Sonatype
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