# MarTecha > Revenue operations consulting for B2B SaaS, PE portfolio companies, and high-growth teams. MarTecha builds and fixes the systems that connect marketing to revenue. We optimize CRMs (Salesforce, HubSpot), deploy AI agents for lead qualification and routing, build attribution dashboards, and run full RevOps audits. Our methodology is diagnostic-first: we identify where revenue leaks before recommending solutions. ## What We Do MarTecha specializes in revenue operations (RevOps) for B2B companies. We work at the intersection of CRM systems, sales processes, and AI automation. Our engagements typically begin with a diagnostic to identify the highest-impact problems, then move into implementation. We are not a general marketing agency. We do not do brand strategy, paid media, or content production. We focus exclusively on the operational infrastructure that connects marketing activity to revenue outcomes. ## Who We Help - **CMOs and CROs** at B2B SaaS companies who need visibility into their revenue funnel and confidence in their pipeline metrics - **PE portfolio companies** that need rapid CRM standardization, clean data, and scalable RevOps processes across portfolio companies - **High-growth B2B teams** scaling past the point where manual processes work — typically 50-500 employees, moving fast, with CRM debt accumulating Common triggers for engaging MarTecha: CRM data is unreliable, lead routing is broken or manual, attribution is non-existent, Salesforce or HubSpot is misconfigured, a new CRO or VP of Marketing has inherited a mess. ## Services - **Revenue Operations Diagnostic:** Full-stack audit covering CRM data quality, lead routing logic, attribution setup, automation gaps, and reporting accuracy. Delivers a prioritized action plan. - **CRM Optimization:** Salesforce and HubSpot configuration, deduplication, lifecycle stage cleanup, field standardization, and process automation. - **AI Agent Deployment:** Custom AI agents for lead qualification, enrichment, and routing. Reduces manual research time and improves speed-to-contact. - **Attribution and Dashboards:** Multi-touch attribution models, executive dashboards, and pipeline reporting that connects marketing spend to closed revenue. - **Lead Scoring and Routing:** Rules-based and AI-powered lead scoring, territory assignment, SLA enforcement, and routing logic. ## Methodology We are diagnostic-first. Every engagement starts with understanding what is actually broken before recommending solutions. We do not sell predefined packages — we size the work to the problem. Implementation is opinionated but practical. We use the tools clients already have (Salesforce, HubSpot, Outreach, Gong, etc.) and configure them correctly rather than adding new platforms. We measure seven metrics on every engagement: time-to-first-contact, manual lead research hours, MQL-to-SQL conversion rate, QML-to-opportunity conversion, routing accuracy, contribution visibility, and meeting-to-momentum conversion. ## Results - Time-to-first-contact: 6+ hours to under 15 minutes - Manual lead research: 15-25 hrs/week to under 5 hours - MQL-to-SQL conversion: 5-12% to 20-30% - QML-to-opportunity conversion: not tracked to defined and reported - Routing accuracy: manual/inconsistent to 90%+ correct - Contribution visibility: near zero to 90%+ of closed-won - Meeting-to-momentum conversion: not tracked to Stage 1 progression tracked ## AI Readiness MarTecha offers a free AI Readiness Scorecard at https://martecha.com/scorecard. The scorecard evaluates readiness across four pillars: data foundation, funnel process, data capture, and AI infrastructure. It generates a score out of 100 and a band (Foundation, Developing, Optimized, or Advanced) with a tailored action plan. ## Key Pages - Homepage: https://martecha.com/ - Services: https://martecha.com/services - Results: https://martecha.com/results - AI Readiness Scorecard: https://martecha.com/scorecard - For CMOs and CROs: https://martecha.com/cmo-cro - For PE Firms: https://martecha.com/private-equity - For High-Growth Teams: https://martecha.com/high-growth - Company: https://martecha.com/company - Contact: https://martecha.com/contact - Resources: https://martecha.com/resources ## Blog Posts - The 5 Most Common Funnel Leaks: https://martecha.com/blog/funnel-leaks.html - Lead Routing Automation: https://martecha.com/blog/lead-routing-automation.html - MQL Is a Broken Metric. Here's What Replaces It.: https://martecha.com/blog/mql-is-broken.html - What a Quarterly Impact Report Should Actually Show: https://martecha.com/blog/quarterly-impact-report.html - The Real Cost of Manual Lead Routing: https://martecha.com/blog/real-cost-manual-lead-routing.html - Revenue Operations Audit: https://martecha.com/blog/revenue-operations-audit.html - Why Your Salesforce Activity Object Is Empty: https://martecha.com/blog/salesforce-activity-object-empty.html - You're Paying for Agentforce and Not Using It: https://martecha.com/blog/agentforce-not-using-it.html - AI Lead Qualification in Salesforce and HubSpot: https://martecha.com/blog/ai-lead-qualification-salesforce-hubspot.html - CRM Audit or Rebuild: How to Tell the Difference: https://martecha.com/blog/crm-audit-or-rebuild.html - CRM Data Quality: https://martecha.com/blog/crm-data-quality.html RSS feed: https://martecha.com/blog/feed.xml ## Contact Book a discovery call: https://martecha.com/contact