Marketing technology consulting · Marketing
You should know what each marketing tool is for before you pay for another.
A vendor demonstrates a platform and it looks like the answer. Six months later your team uses two screens of it, a spreadsheet still holds the real lead list, and the renewal invoice has arrived.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
Marketing technology consulting is the choosing, connecting and pruning of the software your marketing runs on: website, forms, CRM, email, WhatsApp and payments. GullySales lists what your team does by hand, matches those jobs to tools, and sets out how data should move and who looks after each account.
We start from the work, not the tool. We write down what your people do by hand each week, which of those jobs software should take over, and which jobs are not worth automating.
You receive a needs map and a shortlist with written criteria, plus a diagram of how data should flow. GullySales has no vendor partnerships and endorses no tool. Wiring tools together is sales and marketing technology integration, and the sales and revenue stack is covered by revenue technology stack audit and architecture.
Who it is for
This is written for you if these sound familiar.
- Owners about to buy a CRM, email tool or WhatsApp platform after a demo, with no written list of what it must do
- Teams paying for several tools that each hold part of the customer list
- Clinics, schools and shops whose enquiries live in WhatsApp chats and a reception register
- Manufacturers and dealers whose website forms land in a shared inbox
- Software firms with a marketing hire who has left and taken the tool passwords along
Not for
It is not the right fit if.
- You run marketing from one phone and one sheet, and nothing is lost between them. Buy nothing yet.
- You have already chosen the tools and need them connected. That is integration work, not selection.
- You want GullySales to hold the logins and sign vendor contracts. The account stays in your name, under your login.
The problem
Does this sound like your business?
Common situations this work addresses.
“We bought it and nobody uses it”
The tool was chosen for its feature list, not for a job someone does every week. The team went back to the sheet.
“I do not know what we are paying for”
Subscriptions renew on a card nobody checks. Some tools overlap, and some belong to people who left.
“The same customer is in four places”
The form sends an email, the receptionist types it into a register, someone adds it to the CRM. Each copy carries different details.
“Our WhatsApp numbers and the CRM do not match”
Patients and buyers write to a personal phone, while the official number sits in another tool. Nobody can say which chats are on record.
What we do
The work we can include.
Each deliverable and the purpose it serves. Your written scope confirms what is included, who is responsible, and what it costs.
Manual work inventory
A list of repeated tasks your team does by hand, with who does each, when, and which tool or sheet it touches. You correct it before anything is recommended.
Tool and subscription register
Every tool, its plan, the card or invoice paying for it, and the named administrator. Accounts with no administrator are marked.
Needs map
Each job set against the tool that should do it, split into must-have, nice-to-have and leave-manual.
Shortlist criteria sheet
Written tests for any vendor: full export of your data, who owns it on exit, support hours in India, WhatsApp Business Platform route, and payment methods such as UPI and GST invoicing.
Data flow diagram
How a contact travels from website, form, advert and WhatsApp into the CRM and email tool. It shows which system holds the master record.
Administrator roster
Who creates users, removes leavers, reviews permissions and holds recovery access for each tool.
Stop, keep and switch list
Tools to cancel, keep or replace, with the export to take before each cancellation.
How the result is measured
- Manual re-entry points before and after
- Tools paid for against tools in weekly use
- Tools with a named administrator
- Enquiries reaching the CRM with a source
- Subscriptions cancelled with data exported first
Recorded as a baseline before work starts, so every later report has an honest comparison.
Before you decide
Agree the work. Know how to judge it.
Marketing technology consulting: use these checks to prepare, choose the scope, and review what changes.
Bring the right evidence
Bring a recent won order and an enquiry that went nowhere. Trace how each buyer found you, what they asked, and who handled the next step. A channel list alone will not explain the difference.
Make the scope clear
Choose one offer and one buyer group first. Agree which part needs attention: being found, getting a useful enquiry, or turning an enquiry into an order. Separate recommendations from the work required to carry them out.
Check the work in use
A useful plan names the first change, its owner, the evidence behind it, and the number that will show whether it worked. Ask what has deliberately been left out and why.
Know when to change course
If your team cannot answer the enquiries it already receives, improve that handover before buying more traffic. If the offer itself is unclear, test it with buyers before adding channels.
These are discussion points, not a fixed package. GullySales confirms the deliverables, responsibilities, fee, and term in writing after reading your brief and speaking with you.
How it works
How the work runs
The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.
- 1
Requirements and access
You send the requirements brief and we talk. Scope, fee and term are put in writing before anyone is asked for admin views or invoices.
- 2
Work walk-through
We sit with the people who answer enquiries and send emails. They show what they actually do, which differs from what the owner believes.
- 3
Needs map and criteria
You approve the must-have jobs and the shortlist tests. Anything you cannot judge, such as contract wording, goes to your own adviser.
- 4
Vendor questions
We send your criteria to the vendors you name and record their written answers. You attend the demos with the sheet in hand.
- 5
Data flow and ownership
We draw the agreed flow and name an administrator per tool. You sign off before any purchase or cancellation.
Before you hire anyone
Do this first yourself.
A short written list of your own tools and chores shows what to buy, keep or cancel before any vendor demo.
- List every marketing tool you pay for, with the card or invoice that pays for it.
- Write the name of the person who can add and remove users in each tool.
- Ask your team to list the tasks they repeat by hand each week, such as copying form entries into a sheet.
- Check whether you can export your full customer list from each tool, and try one export.
- Note which WhatsApp number your customers write to and where those chats are stored.
Judge any provider
What to ask any provider of this service.
Useful whoever you choose, including us.
- Do you hold any partnership, commission or referral arrangement with the tools you recommend?
- Will you start from a list of what my team does by hand, and show me that list before recommending anything?
- Which of my accounts will you need access to, and will every login stay in my name?
- How will you test a vendor's claims on data export, support in India and WhatsApp, rather than repeat the sales pitch?
- What do you hand over so my own administrator can run each tool without you?
Where this fits
Three pieces of sales work, in this order.
This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.
Step 1
Sales audit
Find where deals are being lost and what to fix first.
Start here if you cannot say where orders are lost.
Step 2 · you are here
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
Step 3
Sales management
A target, a review routine and someone who owns the number.
Start here if the team has targets and no routine.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Will you tell us which software to buy?
Do we need a CRM at all?
Why does data ownership matter when choosing?
Can you sign up for the tools for us?
What does this cost, and how long does it take?
How long is the contract?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
By industry
Marketing technology consulting, written for your industry.
Related services
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Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.