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Marketing technology stack, also known as MarTech
Business Growth

Designing Your Ideal Marketing Technology Stack: Strategies for Success

Every marketer faces the challenge of selecting the right mix of tools that simplify operations and drive results. With AI in digital marketing  becoming increasingly prevalent, it's essential to understand the role of your technology tools in achieving your marketing goals.  

An integrated approach to your martech stack can eliminate inefficiencies, such as switching between tools or manually transferring data. This saves time, enhances productivity, and reduces costs. A unified stack also improves data analysis and insight gathering, enabling you to refine strategies and improve customer engagement.

In this article, we'll explore how to select and integrate the right tools into your tool collection to optimize your marketing performance and discover how to make technology work for you.

What is a Marketing Technology Stack?

A marketing technology stack, or martech stack, is a collection of digital tools and technologies that marketers use to execute, manage, and analyze their marketing efforts. It encompasses a wide variety of disciplines such as data science, analytics, automation, artificial intelligence, machine learning, content creation, software development, social media, video production, and more.

A well-integrated marketing stack offers numerous benefits. It simplifies marketing processes, automates repetitive tasks, and facilitates collaboration among team members. Marketers can gain valuable insights into target audiences, preferences, and interactions with their brand, allowing them to drive better marketing results and deliver more personalized and effective customer experiences.

Additionally, these tools help marketers collect and process customer data throughout the buying journey, from initial awareness to post-purchase engagement, enabling strategic decision-making. Implementing martech tools purposefully allows marketers to focus on creating compelling content, developing innovative campaigns, and building stronger customer relationships.

Why Is It Important to Build a Martech Stack?

A well-thought-out marketing technology stack is central to an organization's success. There are several different reasons for this. First, 80% of B2B sales will occur over digital channels by 2025. Most organizations are already using this tools stack to provide a better experience across these channels. Failing to use the right marketing stack often leads to missed opportunities.

An optimized marketing stack enables you to handle marketing tasks in-house, saving time and money on outsourcing. It provides access to the latest technology and best practices, empowering your team with data and capabilities they might not have otherwise.

Martech stacks are essential for creating a comprehensive view of customer interactions across the buying cycle, from acquisition to customer retention. Analyzing customer data allows you to make informed decisions about future marketing strategies, ensuring that your marketing tools provides value at every stage and helps you thrive in the competitive marketing technology space.

How Martech Stacks and the Customer Journey Connect

Your audience will go through several stages before they become a buyer of your product or service. While the customer journey may look a little different from company to company, it typically consists of five key stages:


In this stage, potential customers become aware of your brand, products, or services. Martech tools such as social media management platforms, content management systems (CMS), and search engine optimization (SEO) tools can help you reach and engage your target audience.


As customers learn more about your offerings, they start comparing you to your competitors. Marketing tech tools like marketing automation platforms, email marketing software, and landing page builders can help you nurture leads and provide valuable information to guide their decision-making process.


When customers are ready to make a purchase, martech tools such as e-commerce platforms, customer relationship management (CRM) systems, and payment processing solutions can streamline the buying process and ensure a effortless transaction.


After the purchase, your focus shifts to retaining customers and encouraging repeat business. Martech tools like customer feedback software, loyalty program management systems, personalized email campaigns, and customer engagement platforms can help you engage with customers and build long-term relationships.  


Satisfied customers can become brand advocates, promoting your products or services to others. Martech tools such as social media monitoring software, user-generated content (UGC) platforms, and referral marketing systems can help you identify and leverage these advocates to expand your reach.

Infographic titled 'Enhancing Each Stage of the Customer Journey with Martech Tools' shows the 5 stages: awareness, consideration, decision, retention, and advocacy. Each stage includes definitions and a list of potential martech tools used.
Mapping your customer's journey helps identify gaps in your strategy and martech tools. Use the right tools to support your audience at each stage, ensuring you meet them every step of the way.

The customer journey is a critical framework for understanding how your audience interacts with your brand from initial awareness to post-purchase advocacy. By mapping out the different stages, you can identify the most effective martech tools to support your customers at every touchpoint and enhance each stage, creating a consistent and personalized experience.

Building Your Martech Stack: Essential Tools by Marketing Function

When building your martech stack, it's important to consider tools that provide real-time audience insights, engagement capabilities, reporting and analytics, and lead management and nurturing. This stack should be strategically selected and integrated to enhance marketing efficiency and customer understanding.  

Below, we explore key marketing disciplines and the corresponding tools that can be utilized for each.

SEO Tools for Enhanced Visibility

Search engine optimization (SEO) is the practice of optimizing your website to rank higher in search engine results, increasing organic traffic. Key tools include:

  • Keyword Optimization Software: Helps identify and use the best keywords to improve your search engine ranking (e.g., SEMrush, Ahrefs).
  • Website Optimization Tools: Ensure your site is user-friendly and optimized for search engines (e.g., Moz, Screaming Frog).
  • Backlink Analysis Tools: Identify and analyze backlink opportunities to improve your site's authority (e.g., Majestic, Linkody).

Content Marketing for Audience Engagement

Content marketing involves creating and sharing valuable content to attract and engage your target audience. Essential tools include:

  • Digital Content Creation Systems: Platforms that assist in creating and managing digital content like blog posts and videos (e.g., Canva, Adobe Creative Cloud).
  • Content Management Systems (CMS): Platforms for creating, managing, and modifying website content (e.g., WordPress, Webflow)

Social Media Management for Increased Reach

Social media marketing is the use of social media platforms to connect with your audience, build your brand, and drive website traffic. Key tools for scheduling, managing, and analyzing social media posts include HootSuite, Buffer, and Sprout Social.

SEM Tools for Targeted Advertising

Search engine marketing (SEM) involves using paid advertisements on search engine results pages. Important tools include:

  • Pay-Per-Click (PPC) Advertising Services: Manage and optimize paid search campaigns (e.g., Google Ads, Microsoft Advertising).
  • Bid Management Tools: Automate and optimize bidding strategies for PPC campaigns (e.g., WordStream, Kenshoo).
  • Ad Creation Tools: Help create and design effective ads (e.g., Canva, Google Web Designer).

Lead Capture and Nurturing for Event Marketing

Event marketing promotes products, brands, or services through events. Key tools include:

  • Lead Capture Applications: Collect and manage leads from events and webinars (e.g., Wistia, ON24, Zoom).
  • Lead Management and Nurturing Tools: Bridge CRM and customer data to build relationships and guide leads (e.g., Marketo, Pardot).

CRM Systems for Customer Relationship Management

Customer relationship management (CRM) involves managing interactions with current and potential customers. Key platforms include NetSuite CRM, MS Dynamics, Salesforce, HubSpot and Zoho CRM.

Analytics and Reporting for Data-Driven Decisions

Analytics and reporting measure the effectiveness of your marketing efforts. Essential tools include:

  • Analytics Tools: Measure website traffic, user behavior, and campaign performance (e.g., Google Analytics, Adobe Analytics).
  • Reporting Tools: Provide insights into customer conversions and marketing effectiveness (e.g., Tableau, Power BI).

Website Optimization for Enhanced User Experience

Website optimization focuses on improving the performance, speed, and user experience of your website. Important tools include:

  • A/B Testing Tools: Test different versions of web pages to determine which performs better (e.g., Optimizely, VWO).
  • Performance Monitoring Tools: Track the speed and uptime of your website (e.g., Pingdom, GTmetrix).
Infographic titled 'Key Layers of a Successful Martech Stack' shows essential layers for effective marketing: customer experience and engagement, SEO, social media management, data infrastructure, analytics, marketing automation, content management, and cross-channel promotions.
Identifying the essential layers of a successful martech stack.

The Growing Role of AI in Digital Marketing

As artificial intelligence (AI) continues to advance, it is becoming increasingly important to consider AI tools when building your tech stack. AI is no longer just an innovation; it is rapidly becoming the norm in digital marketing. AI-powered tools can help marketers automate tasks, personalize customer experiences, and make data-driven decisions.

Some key areas where AI is making a significant impact in digital marketing include:

  • Chatbots and Conversational AI: AI-powered chatbots can engage with customers 24/7, providing instant support and personalized recommendations. They can also gather valuable data about customer preferences and behavior.
  • Predictive Analytics: AI algorithms can analyze vast amounts of data to predict customer behavior, identify trends, and optimize marketing strategies. This helps marketers make decisions and improves campaign performance.
  • Content Creation and Curation: AI tools can assist in creating and curating content, such as generating personalized email subject lines, optimizing ad copy, and identifying the most engaging content topics for your target audience.
  • Programmatic Advertising: AI can optimize ad placement, bidding, and targeting in real-time, ensuring that your ads reach the right audience at the right time and at the right price.
  • Customer Segmentation and Targeting: AI can help marketers segment their audience based on behaviors, preferences, and other data points, enabling more precise targeting and personalization.

Simplify Your Martech Stack: 4-Step Guide

Whether you're building your first marketing technology stack or restructuring an existing one, the core objectives remain the same: alignment with business goals, operational efficiency, and the flexibility to evolve.  

Here's a consolidated process:

Step 1: Understanding Goals and Addressing Team Challenges

Initially, identify why you need a marketing stack. Define clear goals such as improving customer experience, increasing conversions, and driving revenue growth. Then, engage with your team to pinpoint their daily operational challenges and discuss features that would help overcome these barriers. This dual insight will paint a clearer picture of the essential tools for your martech stack.

Step 2: Evaluating Tools, Budget, and Simplifying Choices

Once you understand your team's needs and organizational challenges, prioritize your tool selection and consider budget constraints to ensure an effective stack. Concurrently, conduct an audit of your current marketing tool stack to determine what to retain or replace. Aim for choosing one premiere tool per function to avoid redundancy.

Step 3: Integration and Provider Selection

Integrate your most effective platforms to enhance functionality and optimize workflows. This may involve using a CRM to manage various customer touchpoints or automating tasks across platforms. Alternatively, consider vendors who offer an all-in-one solution with a wide range of integrated capabilities, reducing the need for vendor management and simplifying the learning curve for your team.

Step 4: Documentation and Continuous Review

Keep detailed records of your marketing tech tool choices and their impact on your processes. The best martech tools evolve with the business, requiring regular reviews and adjustments to maintain a stack that accurately reflects your changing business needs and technological advancements.

Combining both the foundational building and the simplification processes of a martech stack, your workflow becomes more intuitive, enabling your marketing team to concentrate on strategic initiatives and allocate resources to innovation and long-term planning for growth.  

A Sample of Our Martech Stack: Velaro Stackie

At Velaro, we love the Stackie Awards. Created by Scott Brinker, editor at, the Stackies encourage companies to showcase their marketing tech stacks in a single, captivating slide that illustrates their creative approach to conceptualizing their martech ecosystem.

We have taken the initiative to submit our first-ever entry for consideration at the prestigious 10th year Stackie Awards 2024. Although we didn't secure a win, we wanted to share the process of how we approached this fun project, inspired by those who have won and participated in years past. It was also an exercise to figure out not only our martech tools but how Velaro fits in a marketing stack.

For an in-depth look at all the inventive entries, including those from the winners, the full deck of 2024 Stackie slides is available for you to check out here.

Where Velaro Fits in the Stack: Engaging at Every Touch Point

In order to design our Stackie, we first needed to consider how our product fits into a martech stack. As a customer engagement platform, Velaro is part of various stacks, including our own. This is often referred to as 'eating our own dog food.'  

We used the marketing funnel model to determine where Velaro, as our primary conversational marketing tool, plays a role in influencing the customer journey. Conversational marketing leverages real-time, one-to-one connections between marketers and customers, and is primarily active during the Awareness, Consideration, Decision, and Retention stages.

By positioning Velaro across these stages, we ensure consistent and personalized engagement throughout various touchpoints of the customer lifecycle. Here's how Velaro fits into each stage:

Awareness & Interest

At this stage, conversational marketing can be used to engage users who have shown some level of engagement, like visiting your website or subscribing to a webinar. Tools like chatbots can provide instant responses to inquiries, which keeps potential customers engaged and guides them to useful content or email sign-ups.

Velaro's conversational marketing tools, such as chatbots, chat, and SMS, excel at maintaining real-time interaction with potential customers, keeping them engaged and informed.


During this phase, conversational tools can help deepen the customer's understanding of your product through personalized interactions. This can involve answering specific questions about your services, providing tailored recommendations, or even scheduling demos or webinars directly through chat interfaces.

Velaro's AI chatbots and conversational tools excel at continuing engagement, deepening the conversation with detailed product information, answering queries, and providing personalized recommendations.

Decision & Conversion

Here, conversational marketing becomes key in facilitating the transition from a prospective lead to a paying customer. It offers instant assistance during the decision-making process, helps overcome objections, and simplifies the purchase process through automated yet personalized guidance on pricing plans or setup processes.

Velaro's customer engagement tools, such as live chat with co-browsing capabilities, provide real-time support during the purchase stage and complex onboarding, troubleshooting issues and driving conversions via various communication channels.


This stage focuses on post-purchase engagement and customer support, necessary for retaining customers and encouraging repeat business. Conversational marketing tools can be highly effective for ongoing customer support and engagement by addressing issues promptly and engaging with customers consistently.

Velaro's capabilities in real-time communication through chat and chatbots make it an ideal solution for providing responsive customer support and engagement at all times. This not only helps in solving immediate problems but also in gathering feedback, which can be important for product improvement and customer retention strategies.

Here is our illustrated submission:

Velaro's Marketing Tech Stack: Integrating Tools for Optimal Success. Download high-res version here.

Geared for a Stronger Comeback

Participating in the Stackie Awards 2024 has been an enlightening experience for Velaro. By showcasing our marketing technology stack and examining how our product fits into the customer journey, we've gained valuable insights into our own marketing strategies. The process has inspired us to continue refining our approach and strengthening our martech stack. We look forward to applying these lessons and coming back even stronger for the Stackie Awards 2025.

Crafting a Martech Stack that Evolves with Your Business

Building your own martech stack is a great way to ensure that you have more control over the customer journey and make things easier for your team. It’s now easier than ever to leverage technology that works for you, as long as you take the time to evaluate the options and be patient as you work to find the right solutions. When you create your ideal marketing technology stack, you’ll create a better experience for everyone that interacts with your organization.

Explore the full capabilities of Velaro's Customer Engagement Solutions. Contact us for a discovery call.

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