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The Martech
Scan

Build a strong value-based Martech roadmap and learn how you can increase customer engagement and reduce costs with your current stack.

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With the Martech Scan, we map out your company’s marketing tools and analyze how they can be used more effectively to improve customer insights, increase engagement, enhance the customer experience, and reduce costs.

We assess over 30 Martech capabilities for improvement potential and translate the findings into a clear, actionable roadmap for optimization, fully aligned with your business priorities.

What's inside

The Martech Scan helps you evaluate your current use of marketing tools and build a solid, data-driven roadmap for smarter, more effective deployment.

1. Martech Landscape

Insight into your current Martech capabilities, including a score of how tools are being used today.

2. Improvement Potential

A clear view of which areas in your Martech stack are performing well and which offer room for improvement

3. Focus
Areas

Opportunities to improve Martech utilization per capability. 

4. Optimization
Matrix

Concrete steps to enhance customer insight, experience, and cost reduction—along with estimated investment

5. Prioritized Roadmap

A prioritized roadmap for optimization and detailed backlog delivered in your preferred project management tool (e.g. Jira, Asana)

The Martech Scan is designed for organizations looking for a structured, evidence-based approach to get more value from their marketing software.

Brand Owners

The scan provides team leads with practical tools to improve how marketing software is used. We guide you through our approach and help shape a solid, evidence-based plan.

Software Vendors and Agencies

The scan is also available to software vendors and agencies that want to support their clients with independent Martech optimization advice. To ensure objectivity, the scan is always conducted by Inferens.
Learn more

When is the right time for a Martech Scan?

1. When you want to get more out of your current tools

Most organizations have already been working with marketing tools for some time. Often, the basics are in place—but taking the next step can be challenging. The Martech Scan gives your organization a detailed, evidence-based roadmap for further optimization.

2. Before investing in new tools

Before you commit to new software, it’s important to understand your current Martech maturity. New tools should align with your strategy, organization, and existing IT landscape. The scan helps you assess whether new software is truly needed—or if other improvements should come first.

3. When you want to improve Martech continuously

The Martech Scan marks a clear starting point for ongoing improvement in your use of marketing technology. For organizations committed to continuous progress, we offer an annual check-in to measure progress and update the roadmap.

How to start

Submit the form to request a free intake.
We'll get in touch asap and discuss the best approach for your organization.

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FAQ

A meaningful analysis requires more than just a questionnaire—it demands a hands-on approach. That’s why we don’t rely on online surveys. Instead, we dive into your tools, dashboards, and documentation, and align closely with your teams and business goals.

We look beyond the software to understand your organization’s ambitions, challenges, and priorities.

 

 

Step 1: Kick-off

We start with an intake session to walk through the scan process together and define the specific focus areas. We also share a checklist of what’s needed to carry out the scan efficiently.

 

Step 2 – Inventory

We speak with team leads to better understand business goals, priorities, and challenges. We also interview a selection of end users to discuss how the current platforms are being used in practice.

In addition, we request access to documentation on strategic objectives, organizational structure, technical architecture, and integrations.

 

Step 3 – Analysis

We analyze targets and current performance across customer experience, engagement, campaign effectiveness, Martech costs, and ROI.

We take a deep dive into your tools and map how they’re being used. Based on this, we identify clear improvement opportunities to enhance customer insight, engagement, experience, and cost-efficiency.

 

Ste[ 4 – Optimization Roadmap

Using the insights and improvement areas identified, we create a clear and prioritized roadmap for optimization.

Each roadmap item is added to a backlog in your preferred project management tool (e.g. Jira, Asana, Trello, or Monday).

 

The cost of the scan depends on the size and complexity of your organization. The more departments, teams, and tools included in the analysis, the more time it takes to deliver a thorough scan.

We offer guideline pricing for small, medium, and large organizations. Clients can choose to purchase the scan as a one-time service or opt for an annual check over a period of three years.

Please contact us for more information.

The duration of the scan depends on its scope and the availability of the people involved in providing information. On average, it takes about 8 weeks to complete the full scan, including analysis, recommendations, and the roadmap.

We always coordinate timelines and delivery milestones closely with our clients.

For software vendors, agencies, and partners, the scan can be co-branded. This includes adding company logos to the report and optionally including additional pages with company information and contact details.

To ensure independence, Inferens always conducts the research itself.

Contact us to discuss the possibilities.