ASSESSMENT

THE MARTECH
SCAN

With The Martech Scan, you will discover how to optimize the use of marketing software to enhance customer insights, increase engagement, and reduce costs.

With The Martech Scan, we map out the marketing tools of companies and analyze how they can be better utilized to enhance customer insights, increase engagement, improve customer experience, and reduce costs.

We evaluate over 30 Martech capabilities for improvement potential and translate the findings into a clear optimization roadmap, aligned with your company’s priorities.

Who is The Martech Scan for?

The Martech Scan is designed for organizations seeking a data-driven approach to improve the use of marketing software.

1. Marketing, Sales and Customer Service

The scan provides team leads with practical guidance to optimize the use of marketing software. We walk you through our approach and assist in developing a well-supported plan.

2. Software Vendors, Agencies and Partners

The scan is available for software vendors and agencies looking to assist clients with independent advice on martech optimization. To ensure independence, the scan is always conducted by TMC.

What you'll get

Insight into your marketing tools, improvement of results.

The Martech Scan is a report containing the results of the analysis and a roadmap with initiatives to optimize your marketing tools.

Mapping the Martech landscape

Insight into current Martech capabilities and scoring of how tools are currently being utilized.

Insight into improvement potential

Insight into which components within Martech are performing well and which ones are candidates for improvement

Contribution to engagement and cost reduction

Insight into potential improvements in customer insights, customer experience, engagement, and cost reduction.

Optimization matrix

Concrete steps to improve customer insights, customer experience, and cost reduction, including an estimated investment.

Roadmap and backlog

Optimization roadmap based on priorities. Detailed backlog in preferred project management tool (e.g., Jira, Asana, Trello, Monday).

When should you do the Martech Scan?

1.
If you want to get more out of your current tools

Most organizations have been using marketing tools for some time. We often see that a foundation is in place, but taking the next step can be challenging. With the Martech Scan, your organization receives a detailed and data-driven optimization roadmap. 

2.
Before you invest in new tools

Before investing in new software, it is important to understand your organization's current state. New software must align with your strategy, organization, and IT landscape. With the scan, you can determine whether new software is necessary or if other areas should be improved first.

3.
If you want to continuously improve your Martech

With the Martech Scan, you set a solid foundation for continuously improving the use of marketing technology. For clients who wish to maintain continuous improvement, we offer an annual check to demonstrate progress and update the roadmap.

How does it work?

A thorough analysis can only be conducted by actually reviewing the tools, speaking with the teams, and considering your organization’s ambitions and challenges in the analysis.

That’s why we don’t rely on online surveys; instead, we take a hands-on approach, diving into tools, dashboards, and documentation while aligning on strategy and priorities.

We begin the scan with an intake session, where we review the steps together and agree on the areas to be covered by the scan. We also provide a checklist of the items required to execute the scan.

During the inventory phase, we meet with team leads to gain better insight into objectives, priorities, and challenges. We also discuss the details of current platforms and their setup with a selection of end users.
Additionally, we request access to documentation on strategic goals, organizational structure, architecture, and integrations.

We analyze targets and current results in the areas of customer experience, customer engagement, campaigns, and martech spend and returns.

During the analysis phase, we dive into the tools, map their usage, and identify concrete improvement initiatives to optimize customer insights, engagement, experience, and costs.

Based on the improvement initiatives, findings, and priorities, we create an optimization roadmap.

The items from the roadmap are incorporated into a backlog in your preferred project management tool, such as Jira, Asana, Trello, or Monday.

The deliverable of the scan includes a final presentation with the key results, areas of focus, and next steps.

Frequently Asked Questions

How much does The Martech Scan cost?

The cost of the scan depends on the size of the organization and its complexity. The more organizational units, teams, and tools included in the analysis, the more time it takes to conduct a thorough scan.

We offer standard pricing for small, medium, and large organizations. Clients can choose to purchase the scan as a one-time service or opt for an annual check over a 3-year period.

The time required to deliver the scan depends on the scope of the scan and the availability of the employees needed to gather information. On average, it takes approximately 8 weeks to complete the full scan and develop the analyses, recommendations, and roadmap.

We always align with clients on timelines and delivery.

For software vendors, agencies, and partners, the scan can be co-branded. Company logos are added to the report, and additional pages with company information and contact details can be included if desired.

To ensure independence, TMC always conducts the research itself.

Contact us to discuss the available options.

More information

Would you like to learn more about The Martech Scan or would you like to schedule an intake? Contact us through the form.

The Martech Scan Contact Form

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