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Tooling and Automation

Pillar 5 · Resources A structured review of the system stack supporting your GTM motions.

What is inside this module

  • Assessment of CRM configuration and coverage
  • Review of marketing automation and workflow logic
  • Integration quality across tools
  • Gaps in automation and enablement
  • Recommendations for consolidation or improvement

Price: €149 per module

Capabilities assessed

  • Coverage of the full lead lifecycle
  • Quality of enrichment and attribution
  • Automation across handoffs between teams
  • System usability and adoption
  • Reporting infrastructure

Common failure patterns

  • Multiple tools doing overlapping jobs
  • CRMs with inconsistent field use
  • Disconnected campaigns and poor attribution
  • Manual handoffs that break frequently
  • Slow reporting due to complex exports

Impact on the GTM system

  • Faster and more reliable lead management
  • Smoother cross functional collaboration
  • More clarity and less friction in operations
  • Better support for forecasting and planning