When should a team run CRM and marketing automation as separate platforms?
Enterprise B2B shops with a demand gen team of five-plus people, a dedicated RevOps or marketing ops role to manage the integration layer, and the budget for both Salesforce plus Marketo or Pardot often get more capability depth from the dual-platform approach. The specialist tools each outperform any unified platform on their own axis; Marketo for large-scale demand gen orchestration, Salesforce for CRM customization and ecosystem reach. Below that staffing and budget threshold, the integration maintenance tax usually exceeds the specialist capability benefit, and a unified platform (HubSpot, Strkr, ActiveCampaign depending on segment) is the better economic choice.