MarTech Consulting

Trusted by leading brands and startups

Sphere Partners
Sphere Partners
Sphere Partners
Sphere Partners
Sphere Partners
Sphere Partners
Sphere Partners
Sphere Partners
Sphere Partners
Sphere Partners

Marketing technology moves faster than teams can adapt. Tools multiply. Data silos grow. Privacy rules tighten.
Sphere brings clarity designing connected, intelligent MarTech ecosystems for marketing automation, traffic conversion, advanced analytics and more. From custom made solutions to off-the-shelf customizations and integrations, we recommend and build the best technology according to your size and needs.

Core MarTech Capabilities

Project Management
Project Management

Sphere helps you tame the chaos with project management tools that visualize your marketing tasks and track them from to-do to done.

Data Analytics
Data Analytics

Sphere consolidates and tracks your key metrics so you can measure your most effective practices, locate opportunities for improvement, and streamline your strategy.

Conversion
Conversion

Sphere helps you convert more traffic, streamline page loads, and fine-tune conversion funnels.

Customer Data Platforms
Customer Data Platforms

Unify customer profiles from every touchpoint to create a single source of truth using AI-driven segmentation and predictive modeling.

Agile CRM
Agile CRM

Deliver value fast. Our Agile CRM framework ensures rapid iteration, quick wins, and continuous improvement across your customer lifecycle.

Data Hygiene
Data Hygiene

Clean data, clear direction. We structure and enrich your datasets to highlight the right contacts and remove costly inefficiencies.

Integrations
Integrations

Sphere helps you incorporate everything from ERP, HR, and Financial Systems, to intricate Call Centers and Point-of-Sale platforms.

Automation
Automation

Design intelligent, personalized journeys that adapt in real time. We build automation pipelines that move your audience from click to conversion.

Our MarTech Platform Expertise

Dynamics

Microsoft Dynamics experts with CRM experience in custom implementation, support and integration services.

Salesforce

One-stop for all your Implementation, Custom Development, Migration, Integration & Support Needs.

Hubspot

Marketing automation and content experts to assist with integrations, campaign design, automation, workflows, and strategy consulting.

Informatica

As an Informatica partner, we offer data enrichment services from StrikeIron including Reverse Phone, Address Append and Business Data Enrichment, powered by Dun & Bradstreet.

Google

As a Google Partner, we can assist with Google Suite, Analytics, Ads, Optimize, and Discover. We are also a Google Cloud Platform partner for all your hosting and development needs.

Atlassian

We build custom data platforms that unify insights across finance, operations, and customer data. These platforms enable portfolio companies to execute value creation plans faster—optimizing pricing, improving cash flow, and tracking progress against strategic KPIs in real time.

Adobe

Scale your marketing operations with remote design and Adobe UI/UX teams from Sphere. Eliminate staffing bottlenecks or staff-up quickly for product launches.

Optimizely

Get the most from your website with A/B testing, design experiments, and conversion optimization tasks.

AWS

We leverage Amazon Web Services to power scalable data pipelines, secure infrastructure, and serverless marketing analytics environments.

Databricks

Unified analytics and AI workspace enabling marketing and data teams to collaborate, build predictive models, and activate insights in real time.

Tableau

Interactive dashboards and advanced visualization tools turning complex marketing data into clear, actionable intelligence.

Ecommerce Platforms

We work with Magento, Shopify Plus, WooCommerce and many others to help optimize the online shopping experience and maximize sales.

Let’s Find Solution For You

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Customer Stories

AI Services and Readiness AI Solutions
AI-Powered Onboarding Assistant for PetroLedger
AI-Powered Onboarding Assistant for PetroLedger

PetroLedger, a global financial services firm, cut ramp-up time by 120% and saved $1.2M annually. Sphere built a generative AI onboarding platform that preserved expertise, sped up training, and turned knowledge retention into measurable savings.

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Legacy Modernization Strategy & Transformation
Software Division Carve-Out by Private Equity Firm
Software Division Carve-Out by Private Equity Firm

After a carve-out from a global enterprise, a newly formed software company had just six months to build its tech stack from scratch. Sphere partnered to implement NetSuite, HubSpot, and a full operational foundation across finance, CRM, and integrations—delivering on time, under pressure, and ready to scale.

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AI Services and Readiness Strategy & Transformation
Increasing Efficiency with GenAI Summarization
Increasing Efficiency with GenAI Summarization

Facing challenges with time management in customer service, Ascentia collaborated with Sphere to implement a Generative AI solution, dramatically improving call summarization times and customer satisfaction. This case study delves into the structured approach—from the initial GenAI workshop to the successful Proof of Concept—showcasing how targeted technological solutions can transform operational efficiencies.

View Case Study

Why Choose Sphere for
MarTech Consulting Services

Sphere has a long track record of delivering measurable outcomes in marketing automation, data aggregation, and online conversions. We help organizations modernize their MarTech stack, improve visibility, and translate data into results.

Digital Acceleration

We help marketing leaders innovate faster and invest smarter to stay ahead of customer expectations. From analytics and app development to CRM, SEO, and marketing automation — Sphere delivers integrated MarTech solutions that drive measurable business performance.
Marketing Scalability

We build marketing systems that grow with you. Our teams combine technical marketing expertise, automation know-how, and flexible staffing to help you scale campaigns, optimize performance, and transform your business at speed.
Results That Compound

Our clients see sustained performance gains — faster go-to-market timelines, cleaner data, and higher marketing efficiency. With Sphere, MarTech becomes less about maintenance and more about measurable growth.

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No Pressure, No Commitment

Flexible, fast, and focused — Sphere solves your tech and staffing challenges as you scale.

Luke Suneja

Client Partner

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Frequently Asked Questions

MarTech consulting helps you select, connect, and operationalize marketing technology—CRM, marketing automation, analytics, experimentation, and data pipelines—so campaigns run faster, data is usable, and reporting is trusted.

A MarTech stack is the collection of platforms and software applications used to plan, run, orchestrate, and measure marketing activities—from analytics and CRM to automation and testing. 

Typically:

  • Audit your current tools, data flows, and funnel performance
  • Define architecture + governance (tracking, IDs, consent, naming)
  • Implement integrations and automations
  • Build reporting/attribution foundations
  • Train teams and improve adoption

Common triggers:

  • Tools don’t talk to each other (data silos, duplicate records)
  • Reporting is disputed (marketing vs sales vs finance numbers)
  • Migration is coming (CRM, automation platform, analytics)
  • Growth stalls (conversion rate, speed, lead quality)
  • Privacy rules force tracking redesign (consent, tags, identifiers)

Choose based on:

  • Your use cases (lead gen, ecommerce, ABM, lifecycle, retention)
  • Data reality (quality, ownership, ID strategy)
  • Integration needs (ERP, POS, call center, product usage data)
  • Team capacity (who will run it weekly, not just launch it)
  • Total cost (licenses + implementation + ongoing ops)

It depends on scope and integrations. For example, HubSpot implementations are often described as ~6–8 weeks for simpler setups and ~3–4 months for larger orgs with multiple teams/integrations.
A MarTech roadmap or audit can usually be done faster than a full build.

Common integrations include:

  • CRM ↔ marketing automation ↔ website forms
  • Analytics/BI (GA4, Power BI) ↔ data warehouse
  • ERP / billing / subscriptions
  • Call center / telephony / contact center platforms
  • Ecommerce platforms (Shopify, Magento, WooCommerce)
  • Product usage events (SaaS telemetry)

CRM manages contacts, deals, activities, and pipelines. Marketing automation manages segmentation, journeys, lead nurturing, scoring, and campaign orchestration. They’re designed to work together to guide prospects through the buyer journey. 

Start with:

  • A single “source of truth” per field (owner + update rules)
  • Deduplication logic (email + phone + fuzzy name matching)
  • Standardized picklists (industry, region, lifecycle stage)
  • Governance: how new fields get added, validated, and retired
    This is where “data hygiene” pays back fast because automation and reporting stop breaking.

Yes—if migration is planned as data + process + reporting, not “export/import.” A good migration plan includes:

  • Field mapping and lifecycle stage definitions
  • Historical activity strategy (what to keep, what to summarize)
  • Redirects and tracking continuity (forms, UTM rules, events)
  • Parallel run period for validation

Track ROI at three levels:

  • Efficiency: hours saved, fewer manual tasks, faster campaign launches
  • Performance: conversion rate, CAC/LTV signals, lead-to-opportunity rate
  • Reliability: reporting alignment, fewer tracking gaps, cleaner attribution
    You want fewer “dashboard debates” and more confident decisions.

Privacy changes how you collect and use data: consent management, tag governance, retention rules, and identifiers matter more than ever. That usually requires updating tracking design and data flows—not just adding a banner.

A MarTech audit is a structured review of:

  • Tools, integrations, and data flows
  • Tracking/measurement design and funnel leaks
  • Automation coverage and adoption
    Deliverables typically include: stack map, gap list, prioritized roadmap, and an implementation plan.

Not always. If you’re running multi-source reporting, advanced segmentation, or want a durable source for BI and AI, a warehouse becomes a strong foundation. But many teams first need clean tracking + consistent IDs before warehousing adds value.

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