MarTech Stack Workshop
Build a marketing and BD tech stack that works
Firms invest in marketing and BD technology without first aligning on processes, behaviours, and objectives. Tools are selected too early, leading to overlap, under-use, and frustration.
A practical workshop designed to help firms assess, optimise and future-proof their marketing and BD
Why this is important
Many firms invest in technology without fully understanding how tools work together or where gaps exist. An integrated MarTech ecosystem saves time, reduces duplication and generates better insights to support business development.
We help firms step back before selecting or changing technology. Through a structured workshop, we assess people, processes, and growth objectives first, and only then define what a fit-for-purpose MarTech stack should enable.
What the Session Includes
- Review of existing tools and systems (CRM, email marketing, website, analytics, directories, etc.).
- Mapping integrations and data flows.
- Identifying overlaps, inefficiencies and opportunities for automation.
- Exploring AI use cases and best practices from global firms.
- Recommendations for an optimised stack with next steps and ROI considerations.
Selected case studies
We supported an international firm in redesigning their CRM integration and improving user adoption, resulting in 40% more data captured. Another regional firm streamlined its tools from seven platforms to three, saving costs and improving collaboration between BD and marketing.
Your BBH Specialists
