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

ไวเบฟ คุปตะ (Vaibhav Gupta)
May 13, 2025
ทักษะการตลาดเทคโนโลยี
8 mins
ในโลกธุรกิจที่เปลี่ยนแปลงอย่างรวดเร็ว การบริหารจัดการลีดอย่างมีประสิทธิภาพถือเป็นปัจจัยสำคัญสู่ความสำเร็จ
ด้วยอินไซต์จาก AI องค์กรสามารถยกระดับกระบวนการนี้ให้ลื่นไหลยิ่งขึ้น ด้วยระบบอัตโนมัติที่ช่วยระบุลีด ให้คะแนน และดูแลลีดได้อย่างแม่นยำและเป็นระบบ
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.