Sphere wins 2026 Global Recognition Award
Sphere Partners

MarTech Consulting

We specialize in custom Large Language Model development, including building private models and fine-tuning existing ones. Use Sphere experience to enhance your business processes, increase automation, and improve operational efficiency.

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Trusted by leading brands and startups

ideel
JFrog
Clearcover
91 Seconds
PHC
NextCapital
DigitalOcean
Enova
bp
Groupon
CreditNinja
Navy Pier
DoorDash
Gett
Experify
ideel
JFrog
Clearcover
91 Seconds
PHC
NextCapital
DigitalOcean
Enova
bp
Groupon
CreditNinja
Navy Pier
DoorDash
Gett
Experify

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.

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Agile CRM

Agile CRM

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

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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.

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Conversion

Conversion

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

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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.

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Data Hygiene

Data Hygiene

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

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Integrations

Integrations

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

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Automation

Automation

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

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Our MarTech Platform Expertise

DynamicsDynamics

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

SalesforceSalesforce

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

HubspotHubspot

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

InformaticaInformatica

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

GoogleGoogle

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.

AtlassianAtlassian

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.

AdobeAdobe

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

What we deliver

Customer Data Platform (CDP) Implementation

Design, implement, and optimize CDPs — including Segment, Salesforce Data Cloud, mParticle, and Tealium — with governance frameworks, identity resolution, and downstream activation pipelines.

Marketing Analytics & Attribution

Build unified marketing measurement frameworks, multi-touch attribution models, and marketing mix modeling capabilities that give you defensible, channel-agnostic performance visibility.

Personalization Engineering

Engineer real-time personalization capabilities across web, email, and paid media — using CDP audiences, ML propensity models, and A/B testing infrastructure to maximize conversion and LTV.

Campaign Automation & Journey Orchestration

Design and implement omnichannel customer journey orchestration in platforms like Salesforce Marketing Cloud, Braze, Klaviyo, and HubSpot — with proper data hygiene, segmentation, and suppression logic.

Martech Stack Assessment & Rationalization

Audit your existing martech stack, identify redundancy and integration gaps, and build a rationalized architecture roadmap that reduces vendor spend while improving capability.

Consent, Privacy & First-Party Data Strategy

Design consent management infrastructure, first-party data collection strategies, and server-side tagging architectures that comply with GDPR, CCPA, and cookieless measurement standards.

Ready to make your marketing technology stack actually drive growth?

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Our process

1

Phase 1

Martech Audit & Data Assessment

We audit your current martech stack, data flows, measurement framework, and first-party data assets to identify the gaps between your current state and what best-in-class looks like.

2

Phase 2

Architecture & Roadmap

We design the target-state martech architecture — including CDP selection, data platform design, and measurement framework — and build a prioritized roadmap tied to marketing business outcomes.

3

Phase 3

Engineering & Implementation

Our martech engineers implement platform configurations, data pipelines, identity resolution, audience builds, and activation workflows with the rigor typically reserved for enterprise software.

4

Phase 4

Optimize & Scale

We test, measure, and continuously improve — running A/B experiments, refining audiences, retraining propensity models, and evolving the stack as your marketing programs and channels grow.

Customer Stories

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

AI-Powered Onboarding Assistant for PetroLedger

AI Services and ReadinessAI Solutions

AI-Powered Onboarding Assistant for PetroLedger

PetroLedger, a global financial services firm, cut ramp-up time by 120% and saved $1.2M annually. Sphere delivered a secure AI onboarding assistant grounded in internal policy and workflows.

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

Software Division Carve-Out by Private Equity Firm

Legacy ModernizationStrategy & Transformation

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 and keep customers running. Sphere led the transition and stabilization.

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AI Services and ReadinessStrategy & Transformation
Increasing Efficiency with GenAI Summarization

Increasing Efficiency with GenAI Summarization

AI Services and ReadinessStrategy & Transformation

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.

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Explore Out More

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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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.