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AI & Automation

CRM Martech Consulting

Your Stack. Finally Connected.

CRM Martech Consulting service illustration

What We Do

A cluttered martech stack is not a sign that you have invested in growth. It is a sign that tools got purchased without a plan. The average marketing team uses a dozen platforms that were bought separately, integrated partially, and configured by whoever was available at the time. The result is duplicate data, broken automations, leads that fall through gaps, and reports that contradict each other. We fix that.

CRM and martech consulting means auditing your current stack, establishing a clear system of record, building integrations that actually work, and configuring automation flows that reflect how your sales process really operates. Clean data in. Reliable automation out. Your team sells instead of debugging tools.

How We Work

We start with a stack audit: an inventory of every platform in use, how it was configured, what data it holds, and how it connects to everything else. That audit surfaces integration gaps, data quality problems, and duplicate functionality that is costing money without delivering value. From the audit we build a stack architecture document that defines each platform's role, the data flows between them, and the automation logic that should run at each stage.

Implementation follows in phases: CRM cleanup and configuration first, then integrations, then automation workflows, then lead scoring and reporting. We document every configuration decision so your team can maintain it and future vendors can understand the system.

Why Running Start Digital

Stack audit finds redundant tools.
CRM cleanup: dedupe and normalize.
Lead scoring built from real behavior.
Every config decision documented.
Can reduce your monthly SaaS spend.

Frequently Asked Questions

HubSpot, Salesforce, Pipedrive, and custom-built CRMs. We also integrate with marketing platforms like Marketo, ActiveCampaign, and Klaviyo.

Yes. Deduplication, normalization, enrichment, and validation. Clean data is the foundation of every effective marketing automation system.

We build scoring models based on demographic fit and behavioral signals. Points for page visits, email opens, form submissions, and other actions that indicate purchase intent.

We help you evaluate alternatives, plan the migration, and execute the transition without losing data or breaking existing automations. We have migrated dozens of CRM instances.

A focused CRM cleanup and reconfiguration takes 4 to 8 weeks. A full stack architecture with multiple platform integrations and automation builds takes 3 to 5 months.

Audits and architecture planning start at $4,000. Implementation projects range from $10,000 to $40,000 depending on the number of platforms, complexity of integrations, and automation scope.

Yes. Stack audits frequently reveal redundant tools that can be consolidated. We identify which platforms can be eliminated and which can be configured to cover more ground, reducing monthly SaaS costs.

Ready to get started?

Let's talk about your project.