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Enterprise MarTech Unification Assessment | The Pedowitz Group
Marketing Technology Consulting

Your MarTech Stack Has 91 Tools.
How Many Are Working Together?

The Enterprise MarTech Unification Assessment delivers a governed, revenue-measurable architecture and a clear consolidation roadmap in 30 days.

Schedule Your Assessment See What's Included
91

Average number of MarTech tools in an enterprise B2B stack

31%

Of marketers fully satisfied with their ability to unify customer data

12%

Of ad budgets lost annually to poor MarTech and ad tech integration

18 mo.

Median time before a poorly governed MarTech integration degrades

$25B+

In marketing-sourced revenue generated for TPG clients since 2007

The stack is connected. The results are not.

  • Marketing and sales are working from different pipeline numbers because the CRM and MAP are not synced to a shared lead lifecycle model.
  • Attribution reports are disputed in every revenue review because the underlying data definitions were never aligned between marketing and finance.
  • The CDP implementation is 14 months old and sales has never acted on a single account intelligence output from it.
  • The intent data platform surfaces buying signals that trigger no workflow in the CRM and no action from the SDR team.
  • Buyers research your category in ChatGPT and Perplexity before visiting your website. Your stack has no visibility into that traffic and no program to convert it.
  • The consulting firm that integrated the platforms delivered a connected system and no documentation. The one person who understood how it worked left six months ago.

The Assessment

Platform unification is not integration. It is architecture, governance, and revenue measurement working together.

Most enterprise MarTech consulting engagements fix the technical connections and leave the business problem in place. The platforms talk. The data is still unreliable. Marketing still cannot defend its pipeline contribution. Sales still does not trust the output.

The Enterprise MarTech Unification Assessment is a 30-day diagnostic and roadmap engagement designed to identify every gap between your current stack architecture and a governed, revenue-measurable marketing technology infrastructure.

It is not a software audit. It is a revenue architecture review. Every finding is mapped to a business outcome. Every recommendation is sequenced by impact and implementation complexity. The output is a roadmap your team can execute, not a slide deck that requires another engagement to interpret.

Any consulting partner that hands you a connected stack without a governance framework and a revenue measurement methodology has built you an expensive dependency, not a solution.
Built for

Enterprise CMOs and VPs of Marketing

Managing complex stacks across Marketo, Salesforce, HubSpot, 6sense, Demandbase, Adobe, or similar enterprise platforms. Running programs that need to produce a defensible pipeline number.

Delivered in

30 Days. Named Consultant. Fixed Scope.

A defined engagement with a senior TPG consultant. No rotating teams. No scope creep. A complete diagnostic and prioritized roadmap delivered on a fixed timeline.

Grounded in

19 Years of Revenue Marketing Practice

TPG has run MarTech unification programs for more than 1,500 enterprise and mid-market B2B clients since 2007. The assessment methodology is built from patterns across those engagements, not from a generic consulting framework.

Deliverables

What You Receive at the End of 30 Days

Every deliverable is a standalone artifact your team can use independently of TPG. No lock-in. No black box.

Deliverable 01

Full-Stack Architecture Audit

A documented inventory of every active platform in your MarTech stack, assessed against five criteria: integration coverage, data quality, attribution capability, governance posture, and AI readiness. Every tool is scored. Every gap is named.

Deliverable 02

Revenue Measurement Gap Analysis

An assessment of your current marketing measurement infrastructure against a pipeline-accountable standard. Identifies where attribution breaks, where data definitions conflict between marketing and sales, and what is required to produce a revenue number you can defend in the CFO's office.

Deliverable 03

Data Governance Framework

A documented governance model covering data ownership by domain, data quality standards with acceptance thresholds, field-level sync logic for your MAP-CRM integration, and a change management protocol for stack modifications. Delivered as a standalone runbook.

Deliverable 04

AI Buyer Journey Readiness Assessment

An AXO diagnostic that evaluates how your brand appears in AI-generated answers when enterprise buyers research your category in ChatGPT, Claude, Perplexity, and Gemini. Scored across 6 dimensions. Average score across B2B organizations is 28 out of 100. Most do not know their number.

Deliverable 05

Platform Consolidation Roadmap

A sequenced roadmap of every recommended integration, consolidation, migration, and governance action. Prioritized by revenue impact and implementation complexity. Includes build-vs-buy-vs-partner recommendations for each initiative and a 12-month execution calendar.

Deliverable 06

Executive Readout and Board-Ready Summary

A CMO-level presentation of all findings, prioritized recommendations, and projected revenue impact. Designed to be presented to the CFO, CRO, or Board without additional interpretation. Includes a cost-of-inaction model for the three highest-priority gaps.

How It Works

30 Days. Four Phases. One Roadmap.

The assessment is structured to minimize internal time investment while producing the most complete picture of your stack architecture and governance gaps.

1
Week 1

Stack Inventory and Stakeholder Interviews

Document every active platform, integration, and data flow. Interview marketing, sales, and RevOps stakeholders to map where the business problems live versus where the technical problems are.

2
Week 2

Data Quality and Attribution Analysis

Audit MAP and CRM data quality against defined acceptance thresholds. Map current attribution model to pipeline definitions. Identify every point where measurement breaks between program activity and revenue outcome.

3
Week 3

Governance and AI Readiness Review

Assess current governance posture: data ownership, change management protocols, documentation completeness. Run the AXO diagnostic to score AI buyer journey visibility across all 6 dimensions.

4
Week 4

Roadmap Build and Executive Readout

Synthesize all findings into a sequenced consolidation roadmap. Build the cost-of-inaction model. Deliver the executive readout to CMO and stakeholders. All artifacts transferred as standalone deliverables.

Use Cases

The Assessment Covers All 9 Enterprise Unification Use Cases

Every use case is evaluated in the audit phase. The roadmap prioritizes based on your specific stack, maturity, and revenue goals.

01

MAP-CRM Integration and Bidirectional Data Sync

Marketo, HubSpot, Pardot, or Eloqua connected to Salesforce or Dynamics with a clean shared lead lifecycle model.

02

CDP Implementation and First-Party Data Architecture

Segment, Tealium, Adobe Real-Time CDP, or Salesforce Data Cloud built around a defined activation use case.

03

Multi-Touch Attribution and Revenue Measurement

Attribution models designed to pipeline definitions aligned between marketing and sales before any technical implementation.

04

Intent Data Integration and Account Intelligence Activation

6sense, Bombora, G2, or Demandbase connected to a documented sales workflow that changes what the SDR team actually does.

05

Marketing Automation Platform Migration

MAP migrations scoped as revenue marketing programs, not technical lift-and-shift projects. Program redesign included by default.

06

RevOps Stack Unification and Pipeline Reporting

A unified pipeline view across marketing, sales, and customer success with consistent definitions and shared metrics.

07

ABM Technology Configuration

ABM platform setup preceded by ICP development, account tiering, and buying committee mapping before any campaign architecture.

08

Data Governance Framework Design

Policies, standards, and ownership models that keep a multi-platform stack producing clean, reliable, compliant data over time.

09

AI Buyer Journey Integration and AEO Stack Configuration

Stack configuration for buyers arriving from AI-mediated research. The use case no major systems integrator currently offers.

How TPG Compares

What to Demand from Any MarTech Consulting Partner

Score every firm on your shortlist against these five capability requirements before the RFP goes out. Any firm below 4 of 5 is a platform integrator calling itself a transformation partner.

Capability Requirement The Pedowitz Group Accenture / IBM Publicis Sapient Slalom PwC
Integration architecture across your actual B2B stack ✓ Deep across all major MAP, CRM, CDP, and intent platforms ✓ Strong, primarily Salesforce-anchored ✓ Strong in Adobe Experience Cloud environments ✓ Strong in Salesforce-centered stacks ◐ Advisory depth; execution requires delivery partner
Revenue measurement methodology tied to pipeline ✓ Pipeline accountability is standard scope on every engagement ◐ Stronger in B2C; B2B pipeline attribution varies by team ◐ Less differentiated in B2B pipeline attribution ✓ Solid; knowledge transfer model is a strength ✓ Strong in regulated industries; advisory-heavy
Data governance delivered as a standalone artifact ✓ Governance framework included in every engagement ◐ Available; scope economics favor larger programs ◐ Available; less standardized as a standalone deliverable ✓ Co-delivery model produces good documentation transfer ✓ Governance is a core PwC strength
Change management methodology included in scope ✓ Change management included; not billed separately ✓ Available; often a separate work stream ◐ Available; less standardized in B2B programs ✓ Co-delivery model is inherently change management ✓ Strong; often scoped separately
AI buyer journey readiness (AEO) as a defined service ✓ AXO diagnostic included in every stack audit ✕ Not a defined service capability as of 2026 ✕ Not a defined service capability as of 2026 ✕ Not a defined service capability as of 2026 ✕ Not a defined service capability as of 2026

What Changes

The Assessment Produces Measurable Outcomes at 90 Days

These outcomes are based on patterns across TPG's enterprise MarTech unification engagements since 2007. They are not projections. They are documented results.

3x
Faster revenue growth in organizations that implement AI-optimized MarTech architectures versus those that do not
18-24%
Improvement in marketing ROI within 12 months of AI-driven spend reallocation based on unified attribution data
45%
Of organizations that implement CDP architecture with a defined activation use case see measurable ROI within 6 months
4-6x
Higher conversion rate from AI-referred traffic versus organic search in most B2B categories, for stacks optimized to capture it

Frequently Asked Questions

Questions Enterprise Buyers Ask Before the Assessment

What is a MarTech Unification Assessment and how is it different from a standard platform audit?

A standard platform audit inventories what you have. A MarTech Unification Assessment evaluates whether what you have is producing the business outcomes it was purchased to produce. The difference is the revenue measurement layer. Every finding in the assessment is mapped to a pipeline impact. Every recommendation is sequenced by revenue priority, not technical complexity.

How long does the assessment take, and what is required from our internal team?

The assessment is scoped to 30 days. Internal time investment is typically 4 to 6 hours per week across the marketing, sales, and RevOps stakeholders involved in the interview phase. All documentation, analysis, and deliverable production is handled by the TPG consulting team.

What platforms does the assessment cover?

The assessment covers all major enterprise MAP platforms (Marketo, HubSpot, Pardot, Eloqua), CRM systems (Salesforce, Microsoft Dynamics, HubSpot CRM), CDP platforms (Segment, Tealium, Adobe Real-Time CDP, Salesforce Data Cloud), intent data platforms (6sense, Bombora, G2, Demandbase), and attribution infrastructure. It also includes an AXO diagnostic covering AI buyer journey visibility across ChatGPT, Claude, Perplexity, and Gemini.

What is the difference between marketing technology consulting and digital transformation services?

Digital transformation is a broad term that encompasses technology change across the entire organization. Marketing technology consulting is scoped to the platforms and programs that drive revenue: pipeline generation, ABM, attribution, and buyer engagement. TPG's engagement scope is revenue marketing, not digital transformation broadly. Every recommendation is evaluated against a pipeline impact, not a technology modernization objective.

How do you account for AI-mediated buyer research in the stack architecture you design?

Enterprise B2B buyers now research vendor categories in ChatGPT, Claude, Perplexity, and Gemini before visiting websites or contacting sales. Stacks not configured to capture and convert that traffic are optimized for a buyer journey model that no longer describes how most enterprise purchases begin. Every TPG MarTech assessment includes an AXO diagnostic, which scores AI buyer journey visibility across 6 dimensions and produces a specific set of stack configuration and content recommendations to close the gap. The average AXO score across B2B organizations is 28 out of 100.

What is the difference between enterprise MarTech integration and platform unification?

Integration is the technical act of connecting systems. Platform unification is the design, data governance, change management, and revenue measurement work that makes connected systems produce business outcomes. Most consulting firms sell integration and call it unification. The distinction matters because a stack that is technically integrated but operationally ungoverned degrades within 18 months on average.

Can we engage TPG for the assessment and then execute the roadmap independently?

Yes. All assessment deliverables are standalone artifacts designed to be executed independently of TPG. The roadmap, governance framework, and consolidation plan are yours. Many clients choose to engage TPG for execution phases. That decision is yours to make after the assessment is complete, with full information about what the execution requires.

Your Stack Has 91 Tools. Let's Find Out How Many Are Working.

Schedule a 30-minute discovery call with a TPG senior consultant. No pitch. No generic demo. A direct conversation about your stack architecture and where the revenue gaps are.

Schedule Your Assessment

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