Marketing Operations Services — HubSpot, Marketo, Salesforce

/ Who it's for

Four situations that signal your ops is broken.

SITUATION 01

You have 4 tools and none of them agree

HubSpot says one thing, Salesforce says another, your data warehouse says a third. Every ops meeting starts with 20 minutes of "which number do we use."

SITUATION 02

Leads are going into a black hole

You're generating leads but can't see where they go after hand-off. SDRs complain they're getting junk. Marketing says they're sending gold. Both are partly right.

SITUATION 03

Your funnel stages are undefined

MQL means something different to marketing, sales, and the CRO. Your reporting is fiction because the definitions underneath it are inconsistent.

SITUATION 04

CRM hygiene is a disaster

40% duplicates. Dead contacts from 2019. Missing company data. Your CRM is the system of record for nothing — which means your attribution is the system of record for nothing.

/ The pillars

Four pillars. One source of truth.

Stack architecture

HubSpot, Marketo, Pardot, Salesforce — wired with clear ownership boundaries. No data round-tripping confusion. One system of record, documented and enforced.

Lead routing + scoring

Behavior + fit scoring models, routing rules by territory and segment, SDR SLAs monitored weekly. Leads land in the right inbox within 4 hours.

Lifecycle + funnel reporting

MQL / SAL / SQL / Opp stages defined and instrumented. Conversion rates between stages tracked monthly with a trend line so you can actually act on them.

CRM hygiene + governance

Duplicate management, data enrichment via Clearbit and ZoomInfo, and the governance rules that keep your CRM clean quarter over quarter.

/ The process

Audit first. Build second. Hand back clean.

WK 1–2

Stack audit + ownership map

Full tool inventory

Data flow audit end-to-end

Ownership RACI document

WK 3–6

Cleanup + integration

Duplicate management and merge

Lifecycle stage redefinition

Routing rules rebuild

MO 2+

Reporting + governance

Full-funnel dashboards live

SLA monitoring and alerting

Quarterly hygiene reviews

ONGOING

Maintenance + training

Monthly hygiene reports

SDR enablement and training

In-house team handoff

/ The stack

MAP and CRM tools we know cold.

We don't generalize across platforms. Each practitioner is certified and specializes in the tools your stack runs on.

HubSpot Marketo Pardot Salesforce Clearbit ZoomInfo Segment Rudderstack Hightouch

/ FAQ

The questions every ops client asks first.

Straight answers to the things you'd ask in the first discovery call.

No — we augment them. We typically work alongside a Director of Marketing Ops or Senior MOps manager, taking on architecture and cleanup projects while in-house owns day-to-day execution. The goal is always to hand back a cleaner system with better documentation.

For most teams up to $500M ARR, HubSpot wins on usability and speed. Above that — or with complex MAP requirements — Marketo. Salesforce sits underneath either. We'll give you a direct recommendation after a 30-minute discovery call.

A documented map of every tool, where it sits in the funnel, who owns it, how it integrates, and a 90-day prioritized cleanup backlog. Most clients action 3–5 items from the backlog immediately.

/ READY TO FIX THE PLUMBING?

One source of truth.
Finally.

A 30-minute discovery call with a senior MOps practitioner. We'll identify the top three issues in your stack before the call ends.

Book a strategy call hello@mmio.in

✓ Stack audit deliverable in 2 weeks ✓ We work alongside your in-house team ✓ No lock-in, no long-term retainer required