The Jam | Digital Marketing Insights from JARS Digital

The 2026 B2B Marketing Stack: What to Keep, Kill, and Consolidate

Written by Jason Spooner | Jan 15, 2026 12:30:00 PM

There is a silent crisis in B2B marketing operations right now. It isn't a lack of tools, it's an excess of them.

For the last decade, the answer to every new marketing challenge was "there's an app for that." Need to track attribution? Buy a tool. Need to manage social media? Buy a tool. Need to personalize email? Buy another tool.

The result is a Frankenstein’s monster of technology: a bloated, expensive, and disconnected stack that creates more friction than flow.

As we look toward 2026, the era of "more is better" is officially over. We are entering the age of consolidation and intelligence. The smartest marketing leaders aren't asking what new software they can buy; they are asking what they can delete.

This shift isn't just about saving money (though CFOs certainly appreciate that). It’s about survival. In a world where AI agents will soon handle the bulk of tactical execution, a fragmented stack is a liability. If your data is trapped in silos, your AI is blind.

This guide will walk you through exactly how to audit your current setup, what the "Keep, Kill, Consolidate" framework looks like in practice, and how to build a lean, data-rich machine ready for the demands of 2026.

 

The Real Problem (It’s Not Just Cost)

Most marketing directors believe their biggest problem with technology is the subscription cost. And while it hurts to see thousands of dollars leave the account every month for tools nobody logs into, the financial drain is actually the secondary problem.

The primary problem is data fragmentation and operational drag.

Recent data from MarTech.org reveals that nearly 66% of marketers cite data integration as their biggest stack management challenge. When you have 50 different tools, you have 50 different versions of the truth.

 

The Hidden Costs of "Tool Sprawl"

  1. Context Switching: Your team loses hours every week toggling between tabs. Logging into a CRM, then an email platform, then a social tool, then an analytics dashboard creates cognitive load that kills creativity and strategy.
  2. The "Hypertail" Explosion: The martech landscape has grown to over 15,000 solutions. With the rise of "hypertail" apps—custom, low-code/no-code agents built by citizen developers—companies are now drowning in unmanaged, invisible software. This shadow IT creates security risks and data black holes.
  3. The AI Barrier: This is the critical failure point for 2026. AI models rely on clean, unified data to function. If your customer data is scattered across six different platforms that don't talk to each other, you cannot effectively deploy the next generation of AI marketing agents.

B2B startups and mid-sized agencies often fall into the trap of buying "best of breed" point solutions. They buy the "best" ABM tool, the "best" intent data provider, and the "best" email sender. But a mediocre suite fully integrated often outperforms a collection of superior but disconnected tools.

 

The "Keep, Kill, Consolidate" Framework

To prepare for 2026, you need a ruthless audit mechanism. You cannot rely on gut feeling or anecdotal usage. You need a structured approach to evaluate every line item on your software budget.

Here is the step-by-step framework we use to guide marketing leaders through this process.

Step 1: Map the Value Stream

Don’t just list your tools. Map them against your customer journey.

  • Acquisition: Ads, SEO, Social, Events
  • Nurture: Email, Content Hubs, Webinars
  • Conversion: CRM, Calendar Booking, Chatbots
  • Retention: Customer Success platforms, NPS tools

The Test: If a tool does not directly facilitate movement from one stage to the next, it is on the chopping block.

Step 2: The Assessment Matrix

For every tool in your stack, score it on a scale of 1-5 for two variables:

  1. Strategic Importance: How critical is this to hitting our revenue goals?
  2. Utilization Depth: Are we using 10% of the features or 90%?
  • High Strategy / High Utilization:KEEP. These are your pillars (e.g., HubSpot CRM).
  • Low Strategy / Low Utilization:KILL. Cancel immediately. These are "zombie apps."
  • High Strategy / Low Utilization:train or REPLACE. You need this function, but the current tool is too complex or your team lacks the skills.
  • Low Strategy / High Utilization:CONSOLIDATE. Your team loves it, but it doesn't drive revenue. Can a core platform do this instead?

Step 3: The Consolidation Filter

This is where the magic happens. Look at your "Keep" list and ask: Can my core platform do this?

We see this constantly with HubSpot users. A company will pay for HubSpot Marketing Hub Enterprise, but still pay for a separate social media scheduler, a separate landing page builder, and a separate SMS tool.

The Rule of 80%: If your core platform (like HubSpot or Salesforce) can do 80% of what a specialized tool does, kill the specialized tool. The benefit of unified data outweighs the loss of that 20% niche functionality.

 

Tactical Execution a.k.a. What This Looks Like in Real Life

Let’s look at a typical mid-sized B2B SaaS company and apply this framework.

Scenario: The company has a marketing team of five. They are struggling with lead handoff and attribution.

The Current Stack:

  • CRM: HubSpot
  • Email: Mailchimp (Legacy, never migrated)
  • Social: Hootsuite
  • Webinars: Zoom
  • Chat: Intercom
  • Analytics: GA4 + a paid dashboarding tool
  • Project Management: Asana
  • Creative: Canva + Adobe Creative Cloud

The "Keep, Kill, Consolidate" Execution:

 

Kill Mailchimp: They are already paying for HubSpot Marketing Hub. Migrating email into the CRM creates a single view of the customer. Now, when a sales rep looks at a lead, they see every email opened.

  • Result: Cost savings + Better Sales/Marketing alignment.
Consolidate Social: HubSpot has social scheduling and listening built-in. It might not have every feature Hootsuite has, but it connects social engagement directly to revenue attribution.
  • Result: Attribution clarity.
Consolidate Chat: Replace Intercom with HubSpot Chat flows.
  • Result: Conversations are logged directly to the contact record, triggering automation workflows.

Keep Zoom: While HubSpot has video tools, Zoom is a standard for external webinars. However, ensure the integration is tight so attendee data flows instantly into the CRM.

Refine Project Management: Asana is great, but does it connect to the campaign ROI? If not, consider moving marketing operations into the core platform or ensuring a two-way sync.

By the end of this exercise, this company reduced their stack from 8 major tools to 4 core platforms. They saved $x/month in licensing fees, but more importantly, their data is now centralized.

The Role of Revenue Operations (RevOps)

This consolidation requires a RevOps mindset. It’s no longer about "Marketing Ops" vs. "Sales Ops." It is about a unified revenue engine. Your stack must serve the entire lifecycle, not just the marketing department.

 

The 2026 Perspective and Why You Must Act Now

Why is this urgent? Because the way we interact with software is fundamentally changing.

1. The Rise of "Agentic" AI

By 2026, you won't be logging into dashboards to pull reports. You will be asking an AI agent, "Show me which channels drove the most qualified pipeline last quarter, and adjust our budget accordingly."

If your ad spend data is in one silo and your pipeline data is in another, the AI cannot answer that question. A consolidated stack is the prerequisite for an AI-driven future.

 

2. The Return to Homegrown (via AI)

We are seeing a resurgence of "homegrown" solutions, but not in the way you think. Engineers aren't coding custom CRMs from scratch. Instead, marketing teams are using AI to build micro-apps and custom automations on top of their core data layer.

In 2026, your stack will likely be:

  • One massive data core (HubSpot, Salesforce, Snowflake)
  • Three or four major execution platforms
  • Dozens of custom AI agents that perform specific micro-tasks (e.g., an agent that scrapes LinkedIn for intent signals and updates the CRM).

3. Privacy and First-Party Data

With the death of cookies and the rise of privacy-first browsing, your first-party data is your gold. If that data is messy, duplicated, or lost between integrations, you are throwing away your most valuable asset. Consolidating your stack ensures you own, control, and can activate your customer data.

 

The 2026 marketing stack is not defined by how many badges you have on your G2 crowd profile. It is defined by agility, data unity, and intelligence.

We are moving from a "Feature Economy" (who has the most buttons?) to an "Outcome Economy" (who can drive revenue fastest?).

To win in this new environment, you must be willing to let go of the tools that served you in 2020. You must be willing to sacrifice niche features for the power of a unified platform. And you must prioritize data integrity above all else.

The Strategic Reminder: Every tool you add to your stack is a tax on your team’s attention. Every tool you remove is a gift of focus.

 

Ready to Audit Your Stack?

You don’t have to untangle this web alone. At JARS Digital, we specialize in helping B2B organizations audit their technology, streamline their operations, and build a demand generation engine that actually works.

Book a Free Discovery Session with our team today. We’ll help you identify what to keep, what to kill, and how to build a marketing stack ready for the future.