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The Martech Implementation Roadmap: From Selection to Adoption in 90 Days

Vaibhav Gupta

May 13, 2025

MarTech Skills

8 mins

In today’s fast-paced business landscape, effective lead management is crucial for success. AI insights can significantly streamline this process, enabling organizations to automate the identification, scoring, and nurturing of leads.

Implementing a new martech stack can feel overwhelming. With over 14,000 tools in the global martech ecosystem, marketers in Thailand face real challenges—tool overload, internal resistance, unclear ROI, and long setup times. In 2025, marketing leaders need structured, outcome-driven plans to navigate these complexities and deliver results.


A rushed or disorganized implementation risks wasted spend, team burnout, and failed adoption. That's why a 90-day phased roadmap provides the structure needed to succeed. This guide breaks the martech implementation journey into actionable phases tailored for Thai businesses. It addresses selection, planning, technical execution, adoption, and optimization—with key insights and recommendations for each.


Phase 1: Strategic Assessment and Selection (Days 1–15)


1. Conduct a Martech Needs Assessment

Start by identifying gaps and opportunities across your marketing processes. Interview stakeholders from sales, customer service, and marketing teams. Map out workflows and pain points.

Questions to Ask

  • What are our key marketing bottlenecks?

  • Which processes could be automated?

  • Are we tracking the right data?

Classify goals

  • Lead generation

  • CRM and pipeline tracking

  • Email and social automation

  • Campaign analytics and ROI tracking


2. Define Success Metrics

Every implementation must be outcome-focused.

Common Success KPIs

  • Increase in MQL/SAL volume

  • Reduction in customer acquisition cost (CAC)

  • Boost in marketing campaign ROI

  • Time savings in campaign execution


3. Vendor Evaluation

Create a scorecard to evaluate martech vendors.

Evaluation Criteria

  • Thai language support

  • Integration with your existing stack (CRM, CMS, ERP)

  • PDPA compliance

  • Ease of use and onboarding support

  • Cost and scalability


4. Build a Business Case

Translate goals into numbers. Estimate ROI based on time saved, lead conversion, and automation gains. Use case studies and benchmarks to strengthen your internal pitch.

Deliverables

  • Needs analysis document

  • Vendor comparison matrix

  • Internal pitch deck


Phase 2: Implementation Planning (Days 16–30)

1. Assemble Your Implementation Team

Define clear roles:

  • Project Lead – usually Marketing Ops

  • IT Advisor – ensures systems align and integrate

  • Stakeholder Champions – key users who will promote adoption


2. Create a Milestone-Based Implementation Plan

Use a 4-week Gantt chart to visualize:

  • Data cleanup

  • Vendor onboarding

  • Soft launch planning

  • Training sessions

  • Full deployment timeline


3. Data Integration Planning

Prepare your existing databases:

  • Clean, de-duplicate, normalize field structures

  • Plan CRM integrations and lead flow logic

  • Build workflows connecting CMS, ads, and analytics tools


4. Risk Mitigation & Change Management

Avoid the biggest reason for failure: resistance to change.

Change Management Tips:

  • Share "what's in it for me" (WIIFM) with each team

  • Run regular stakeholder updates

  • Preempt objections with clear benefits

Deliverables:

  • Project plan with milestones

  • Clean data spreadsheet

  • Change management communications kit


Phase 3: Technical Implementation (Days 31–60)

1. Platform Configuration

Set up key components:

  • User roles and access permissions

  • Custom dashboards

  • Branded templates

  • Conversion tracking tags


2. Data Migration & Synchronization

Migration Phases:

  • Test migration with small dataset

  • Validate field mappings and automations

  • Full import with backup in place


3. Workflow Setup & Automation

Build your core marketing flows:

  • Email nurture journeys

  • SMS re-engagement (LINE integrations)

  • Event-triggered chatbots

  • Campaign tagging and tracking sequences


4. QA and Technical Testing

Develop and test use-case scripts:

  • Lead forms → CRM sync

  • UTM tracking across Google/Facebook

  • Analytics goals firing correctly

Deliverables

  • Systems configuration map

  • Finalized workflow documentation

  • QA test matrix and resolved issues log


Phase 4: Training and Adoption (Days 61–80)

1. Prepare Role-Specific Training Content

Develop training modules tailored to:

  • Marketing team (campaigns and workflows)

  • Sales team (lead tracking, follow-ups)

  • Executives (dashboards and KPIs)

Use a mix of:

  • Recorded video sessions

  • Live Zoom workshops

  • Intranet guides


2. Launch an Internal Learning Hub

Host guides, FAQs, and onboarding content on Notion, Google Drive, or an LMS. Provide ongoing support.


3. Drive Engagement with Gamification

Incentives

  • “Power user” awards

  • Leaderboards (number of campaigns launched)

  • Referral programs for internal adoption


4. Track Adoption Metrics

Monitor

  • Login frequency

  • Number of automation flows built

  • Task completion rates within system


Deliverables

  • LMS content or training portal

  • Gamification and incentives structure

  • Adoption tracking dashboard


Phase 5: Optimization and Evaluation (Days 81–90)

1. Gather Team Feedback

Run surveys, 1-on-1 interviews, and team debriefs.

Feedback Areas:

  • Interface usability

  • Workflow effectiveness

  • Insights from reports and dashboards


2. Conduct Performance Analysis

Compare performance data vs. baseline (from Phase 1)

  • Lead velocity

  • CAC trend

  • Campaign ROI by channel


3. Optimize Workflows and Dashboards

Refine

  • Funnel stages and scoring rules

  • Email segments

  • Conversion tracking and UTM strategy


4. Build Long-Term Governance Model

Assign martech ownership:

  • Tool admins

  • Campaign approvers

  • Quarterly review roles

Create a maintenance roadmap:

  • Stack reviews every 6 months

  • Quarterly user feedback sessions

Deliverables

  • Optimization logs

  • Updated workflows

  • Governance playbook


Case Study: Thai Beauty E-commerce Brand

Challenge: Limited automation, slow lead conversion

Solution: Hired HireGrowth to deploy ActiveCampaign + LINE + GA4 integration

Results after 90 Days:

  • Email automation reduced manual work by 60%

  • Abandoned cart recovery boosted conversion by 32%

  • Campaign ROI increased by 48%

Best Practices:

  • Focus on automation first, analytics later

  • Engage front-line staff early in training

  • Celebrate small wins each sprint


How HireGrowth Accelerates Martech Implementation

HireGrowth combines AI solutions with a Thai-localized approach:

1. Martech Selection

  • Tech audit & stack gap analysis

  • Tool recommendations

  • Business case development


2. AI-Assisted Stack Setup

  • CRM + Email + CMS integrations

  • Thai-language content automation

  • LINE chatbot personalization


3. Training & Adoption

  • LMS development

  • Expert-led team onboarding

  • Weekly usage reports


4. Optimization & Ongoing Support

  • Quarterly review meetings

  • Performance enhancement sprints

  • Stack evolution planning


Conclusion and Next Steps

A structured martech implementation delivers clarity, efficiency, and results. By following a 90-day roadmap, Thai businesses can transform their marketing—from fragmented processes to an integrated, data-driven engine.


Key Success Factors

  • Start with strategy, not tools

  • Engage users early

  • Train, test, and optimize continuously


Ready to launch your martech stack in 90 days? Book a free consultation with HireGrowth’s implementation experts.

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