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Marketing Technology Scorecard

Take a quick assessment to receive a personalized score of your business's marketing technology stack. See what technology your marketing tech stack may be missing based on your industry and business size!

A/B Testing & Personalization Tool
1 ab testing
These tools allow you to test different versions of your website, emails, or ads to see which performs best.
Examples: Optimizely, VWO, and ABTasty
Account-based marketing (ABM)
2 accounts
ABM platforms help you target high-value accounts with personalized marketing campaigns. These tools provide insights into key accounts, enabling you to tailor your messaging and outreach efforts for maximum impact.
Examples: Terminus, Demandbase, and 6sense
Advertising Platform
3 paid ads
Advertising platforms enable you to run targeted advertising campaigns across various channels, such as search engines, social media, and display networks.
Examples: Google Ads, Facebook Ads, and LinkedIn Ads
Analytics Platform
4 data
Analytics platforms help you track, measure, and analyze user behavior on your website and marketing campaigns.
Examples: Google Analytics, Adobe Analytics, and Mixpanel
Call Tracking Platform
5 phone
Call tracking software helps you understand which marketing channels are driving phone calls to your business. These platforms assign unique phone numbers to different campaigns, allowing you to attribute calls to specific sources.
Examples: CallRail, Invoca, and Marchex
Content Management System (CMS)
6 navigation menu
A CMS is a software application that enables users to create, manage, and modify content on a website without needing specialized technical knowledge.
Examples: WordPress, Drupal, and Joomla
Customer Data Platform (CDP)
7 data storage
A CDP is a centralized platform that unifies customer data from various sources to create a single, coherent view of each customer.
Examples: Segment, Tealium CDP, and mParticle
Customer Relationship Management (CRM) Software
8 laptop
A CRM system helps businesses manage and analyze customer interactions and data throughout the customer lifecycle.
Examples: Salesforce, Nutshell CRM, and HubSpot CRM
Email Marketing Platform
9 email
Email marketing platforms enable businesses to create, send, and track email campaigns.
Examples: Mailchimp, Constant Contact, and Klaviyo
Lead Attribution Software
10 funnel
Lead attribution tools help businesses understand the full journey of a lead—from the first website visit to the final conversion.
Examples: LeadManagerFX, Ruler Analytics, and Attribution App
Local Listing Management Software
11 location
These platforms allow businesses to manage and update their business information across hundreds of local directories and maps in one place.
Examples: Moz Local, Yext, and BrightLocal
Marketing Automation Platform
12 code tech
Marketing automation software streamlines and automates marketing tasks and workflows.
Examples: HubSpot, Marketo, and Pardot
Review Management Software
13 reviews
Scheduling platforms make it easy for customers to book appointments or consultations directly from your website or emails. These tools reduce friction in the lead funnel and improve conversion rates.
Examples: Calendly, Acuity Scheduling, and Setmore.
Scheduling Software
14 calendar
Scheduling software allows businesses to manage their appointments and bookings.
Examples: Acuity Scheduling, Calendly, and SimplyBook.me
Search-Engine Optimization (SEO) Platform
15 search bar
SEO platforms help businesses improve their website's visibility in search engine results pages (SERPs).
Examples: Semrush, Ahrefs, and Moz
This technology is not necessary if you're working with an agency and therefore will not affect your marketing technology score
SMS Marketing Platform
16 message
SMS platforms allow businesses to send promotional or transactional text messages to their customers.
Examples: EZ Texting, SimpleTexting, and Postscript
Social Media Management
17 like
Social media management tools help businesses manage their social media presence across multiple platforms.
Examples: Hootsuite, Buffer, and Sprout Social
This technology is not necessary if you're working with an agency and therefore will not affect your marketing technology score
Tag Management Platform
18 text
Tag management platforms allow you to easily manage and deploy marketing and analytics tags on your website.
Examples: Google Tag Manager, Tealium, and Adobe Experience Platform Launch
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