Clients What We Do Why Us How We Work Talk to Us
Independent Martech & CRM Advisory

The right answer.
Senior judgment.
Directly delivered.

We work with B2B marketing and technology leaders who need the right answer on martech and CRM — platform decisions, solution architecture, and building internal capability that lasts. Without the overhead of a large firm or the limitations of a generalist contractor.

Certified Partner
Adobe  Solution Partner
Salesforce  Consulting Partner
+ CRM
HubSpot
Dynamics 365
MB
6+
Enterprise clients
3
Core disciplines
Senior judgment, every engagement
"We needed the right recommendation — not a vendor-influenced one. MarTechBees gave us exactly that."
Who We Have Worked With

Trusted by marketing
and technology leaders.

Our engagements span financial services, hospitality, transportation, retail, and technology — organizations where marketing decisions have real pipeline and revenue consequence.

TIAA
TD Bank
Questrade
Hyatt
Nuveen
First Student
Manulife
Bland AI
Financial Services

Complex compliance, consent, and multi-channel architecture across regulated environments.

Enterprise B2B

Scale without scaling external dependency. Architecture your team can own.

Retail & Commerce

Omni-channel martech architecture — connecting digital and in-store customer data, personalization at scale, and campaign operations.

Hospitality & Travel

Customer data platforms and loyalty marketing architecture for global hospitality brands.

What We Do

Three disciplines.
One practice.

Most clients come with a martech or CRM challenge — across Adobe, Salesforce, HubSpot, Microsoft Dynamics, and the broader stack. We work across three moments: before the decision, before the build, and after the launch.

1
01 — Advisory
Platform & Product Advisory

Independent guidance on martech and CRM platform selection — Adobe Experience Cloud, Salesforce Marketing Cloud, HubSpot, Microsoft Dynamics 365, and the broader stack. Our recommendation follows your business, not our partner status.

Before a major investment
2
02 — Architecture
Solution Architecture

The right design before you build the wrong thing. A current state assessment, future state blueprint, and an implementation roadmap your internal team can execute — without depending on us to deliver it.

Before implementation
3
03 — Enablement
Capability Building

Training your team to own the platform fully. Our clients want internal competency, not permanent external dependency. We measure success by how little they need us afterward.

After implementation
Why MarTechBees

What a large firm
cannot give you.

"The person in the first conversation is the person doing the work. Every time."
01
Senior delivery, always

No handoff to a junior team after the sale. The expertise you see on day one is there on the last day. No partner who sells and disappears.

02
Recommendation independence

Certified Adobe and Salesforce partners with deep HubSpot and Dynamics 365 experience — our advice is led by your business requirements, not by what benefits our partnerships.

03
Built to transfer

Every engagement leaves your team more capable than before we arrived. The measure of a good engagement is how little you need us afterward.

04
Outcome accountability

Scoped around a defined result, not an open hourly rate. We stay engaged until the outcome is achieved. The cost of effort is on us.

How We Work

Proof first.
Then scope.

Every engagement starts with a focused diagnostic sprint — so you see value before committing to more, and we design the right next phase with complete clarity about the problem we are actually solving.

1
Step 01
Discovery Sprint

2–3 weeks. Current state assessed, problem defined precisely. A clear picture of what needs to happen — and why. Proof before any larger commitment.

2
Step 02
Defined Engagement

Fixed scope. Fixed outcome. You know exactly what you are getting and what it costs before we begin. No open-ended billing, no scope creep by design.

3
Step 03
Periodic Advisory

Light-touch senior judgment as your stack evolves. Activates when your team hits a wall or a significant decision is on the table. Never structured to create dependency.

Start a Conversation

30 minutes.
No pitch deck.

A direct conversation about the problem you are trying to solve. We will tell you honestly whether we are the right fit — and what the right next step looks like.

Contact Us