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Resources

Explore valuable resources to skyrocket your sales development. 

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Blogs from the Experts at Concept

Stay ahead of industry trends, best practices, and the latest news around sales development, Salesforce and HubSpot, and digital marketing. Whether you're seeking practical advice or strategic guidance, our blogs are a go-to resource for marketing excellence.  
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HubSpot's Agentic Automation Builder: Bringing AI Agents and CRM Together

| July 22, 2026

HubSpot has released a new Agentic Automation Builder, currently in private beta. It lets teams build AI agents that read and write CRM data..

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Beyond Native AI Agents: Building Custom Lead Routing with AI Assistants

| July 21, 2026

Custom AI-assisted lead routing uses general-purpose assistants like Claude or ChatGPT to apply qualification logic that native HubSpot and..

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The Quarterly CRM Tune-Up: Catching Duplicate Records, Dead Reports, and Zombie Tasks Before They Cost You Deals

| July 21, 2026

A quarterly CRM tune-up is a recurring maintenance routine that keeps Salesforce and HubSpot data trustworthy by resolving duplicate records, closing..

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Case Studies

Dive into our collection of case studies and learn how businesses like yours have achieved remarkable results through our tailored strategies and innovative solutions. 
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Overcoming Challenges

Read how Concept worked with JCB to overcome dealer network lead generation management and brand awareness challenges with an outreach sales strategy that leveraged outbound calls and emails.

 

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Grow New Prospects

Read about Concept and Panalpina’s partnership to grow new prospects, manage leads, and generate more revenue through outbound calling to identify essential qualifiers within key accounts.

 

 

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Improved Communications

Learn how Concept and Hodge partnered to improve communications for several key business areas using CRM technology - new/used inventory, rental inventory, credit applications, and demo requests.

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Grow eCommerce Sales

See how Concept and Winter Park Cycle’s partnership to grow eCommerce sales through paid search, display advertising, and Google Merchant Center, led to record sales in 2023.

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Check Out Our Latest Videos

From B2B lead generation tips and tricks to improving CRM utilization, our videos cover all things sales, marketing, and CRM.   
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Redefined

Concept, a full-service sales development agency, is redefining sales development through our partnerships with our clients through design, implementation, and execution of their B2B sales and marketing strategies.

 

 

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About Concept

Concept is your lead generation expert with over 20 years of full-funnel, lead management experience. We help your company grow with custom CRM consulting, appointment setting services, and full service marketing solutions.

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The Right Partner

Need a proven lead generation partner? Our video highlights five crucial selection criteria, ensuring optimal outcomes. Discover how our team collaborates with businesses for superior lead generation and insights.

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Bite-Sized Information

For quick, bite-sized information, check out our infographics. We include tips, tricks, and ways to overcome various sales and marketing challenges.  
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Avoid Summer Sales Slump

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Selecting
a CRM Agency

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B2B Lead Gen Call Approach

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9 Tips for Successful SEO

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