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B2B Lead Generation · CRM Consulting · Full-Service Marketing Agency

We Fill Pipelines and Build Sales Engines.

Since 2002, Concept has been building sales engines that drive revenue for our clients. B2B appointment setting that books qualified meetings, HubSpot consulting and Salesforce expertise that fix the CRM behind your pipeline, and full-service B2B marketing that keeps both fed.  

  • Salesforce Partner

  • HubSpot Diamond

  • Smart50

  • Weatherhead 100

  • Claude Partner

  • Inc. 5000

  • Google Partner

  • Top Workplaces

  • Attio Partner

  • Shopify Partner

  • Lead Forensics Partner

  • Clay Partner

Why Concept

B2B Lead Generation Services That Fill Your Pipeline

Four services, one system: we book the meetings, build the CRM behind them, run the marketing that feeds both, and fix the process connecting them. 

B2B Appointment Setting & Lead Generation

B2B Appointment Setting & 
Lead Generation

Wave goodbye to time-consuming customer hunts. We line up qualified, sales-ready meetings so your team can dazzle and close. 

Unlock Your Potential

Industry Expertise

Concept is a lead generation company, from every angle. We help teams hit their goals through digital marketing, appointment setting, and CRM consulting (HubSpot and Salesforce).

Try It Yourself

What Could Your Engine Produce?

Drag the monthly outreach touches and average deal size to your specific numbers. Then add your own numbers over any stage you already know.

,
$50K

Modeled on typical Concept program conversion benchmarks. Your mileage varies — that’s what the discovery call is for.

Annual pipeline created

≈ {annual_revenue} in revenue influenced, from {wins} closed-won a month.

Real Success Stories from Our Customers

  • Thinking Two Steps Ahead

    We've worked with Concept for over a year on HubSpot/Salesforce integrations, training, dashboards, email templates, data automation, and custom objects. They consistently deliver innovative solutions and anticipate future needs, making them our top vendor for our marketing stack.

    Angela A. SelmanCo
  • Incredible group of people.

    We were referred to Concept during our onboarding with HubSpot. That went so well that we decided to engage their digital marketing services, as well. The return has been much, much better than expected. We have since expanded our scope of work with them even further. Highly recommend the Concept Team.

    Ward B. Owner | Winter Park Cycles
  • Excellent strategic partner!

    We've been working with Concept for several years and their depth of knowledge across CRM/Martech continues to impress. From process improvement to implementation, we couldn't have asked for more in a strategic partner.

    Eric J. SelmanCo
  • The Best in the Business

    We tried a number of partners to automate a key function between HubSpot and Salesforce before we found Concept. The project was a success and continues to create tremendous value for our team.

    Jenny S. Sustainable Energy Solutions
  • The Best in the Business

    Concept was very proactive in the Salesforce implementation to ensure that the system met our objectives. They were also very responsive to making changes to accommodate various users. From our experience, Concept Services is highly recommended.

    Pete Voss Voss Equipment, Inc.
  • Great experience

    Great experience working with John on onboarding Sales Hub. We look forward to working with Concept as we expand our use of HubSpot.
    Quentin M. eGourmet Solutions
  • Exceptional strategic partner

    We've partnered with Concept for nearly two years. Their expertise in HubSpot, Salesforce, and Martech is impressive. They offer proactive solutions, significantly improving our systems and processes. An amazing team with extensive knowledge and expertise.
    Eva R. Episource
  • Great to Work with! - Commercient Partners

    They are a marketing B2B agency located in Ohio. They specialize in multichannel lead generation and help their clients to have more efficient sales processes. Joe is really nice to work with, he is always willing to help and assist in every request we need from the consultant side.
    Valeria G. Commercient
  • Salesforce Integration Partner

    Concept is a very good partner who is always reliable and prompt when dealing with our requirements. Joe Stephan and Jared was always open and willing in helping us building our dashboards and landing pages which helped our business tremendously.
    Quang T. Trench Plate Rental Co.
  • The Right Choice

    If you are looking to outsource your outbound calling and business development, I highly recommend  Concept. It will end up costing your company more money to hire the wrong people internally than to make the right choice in outsourcing!
    Vinnie Rocco Amcast
  • Tremendous partners

    Tremendous partners and great customer service! The entire team at Concept has been a pleasure to work with. They are truly vested in the project, take pride in their work, and in the success of our company.
    Robyn Hyra R2 Logistics
  • Great Salesforce consultant

    Jared and his team are great to work with! The team is very responsive, easy to work with, and helped me build dashboard that were complex but gave the exact information we needed.
    Ashley H. Dizzion
  • Fantastic team

    I've worked with the Concept team for almost a year and can't speak highly enough of their work. They're courteous, professional, and responsive. They turn our vision into reality, focus on details, and eagerly brainstorm to create the best designs. An essential partner for our success.
    Stephen T. Transportation Insight
  • SLUNKS loves John and Hayden

    Managing a small business, one requires many hats. We were excited this year to take on HubSpot to manage our many avenues that we facilitate each day. John worked with me through the entire Onboarding process and I could not be more grateful for his detailed approach and ability to teach and wait as I was learning the intricate process that will change the trajectory of our operational systems. Hayden also was an incredible asset serving alongside John and we appreciate the patience and hard work given on their end as we are navigating and executing our small business needs!!
    Nickie H. Slunks
  • Exceeded expectations!

    We interviewed many consultants before finding Concept Ltd., who exceeded our expectations. Joseph and Jared addressed our struggles and implemented key processes for our customer relationship challenges. Their training and support were invaluable. We heartily endorse Concept Ltd.
    Tim C. Christian Healthcare Ministries
  • Thorough and patient customer service for first-time CRM users

    This was our first implementation of any CRM system and the Concept staff was very patient and thorough walking us through the entire process. They asked a lot of questions to better understand our processes and goals and always made sure we were comfortable before moving on to the next step. We are now setup to run several automated workflows and marketing campaigns with plans to continue working on additional marketing projects. We certainly could not have gotten to this point on our own!
    Lori Z. MHEDA
  • Salesforce Integration Partner

    Concept was a great partner to work with on our salesforce needs. Jared, Justin, and his team were professional, prompt, and great problem solvers. I would recommend using them. Very easy to work with.
    Anthony I. Gateway Products Recycling, Inc.

Why Work With Us

  • Concept appointment setter on a call in the Concept office

    Over 24 Years of Trailblazing Opportunities

    Ignited in 2002 in Copley, Ohio, Concept has spent more than two decades perfecting outsourced B2B lead generation and appointment setting for growth-minded teams.

  • Concept team members collaborating at a whiteboard

    The Ultimate Accredited Teammate

    As a HubSpot Diamond Partner with deep Salesforce expertise, we harness each platform’s full power for client success — amplified by personalized, hands-on support.

Common Questions

Answers Before You Ask

Still weighing your options? Here’s what growth teams ask us most before we start building their pipeline.

Have a question we did not cover?

Talk to Our Team
How is outsourced lead generation different from hiring SDRs in-house?

You get a trained team, the tech stack, and the process on day one without recruiting, ramping, or managing headcount. We operate as an extension of your sales org, so your closers spend their time closing instead of prospecting.

How quickly will we see qualified meetings on the calendar?

Most programs book their first appointments within the first few weeks of outreach going live. The ramp depends on list quality, buying cycle, and how tightly your ideal customer profile is defined. We set expectations against your market before we start dialing.

Do you work inside our CRM, or your own?

Either. We work directly in your HubSpot or Salesforce instance so every call, email, and appointment lands in your system of record. If you would rather keep outreach separate, we can run it on our side and sync the results back.

Which industries do you know best?

Manufacturing, equipment dealers, industrial distribution, and supply chain are where we have the deepest bench but the process travels. If we are not the right fit for your market, we will tell you before you sign anything.

What does a qualified appointment actually mean?

We agree on the definition with you up front: the titles, company profile, need, and timing that make a meeting worth your team’s time. Anything that does not meet that bar does not get counted.

Can you handle marketing as well as sales development?

Yes. Alongside appointment setting we run CRM implementation, email and content programs, paid media, and reporting, so the demand you generate and the pipeline you work are managed in one place.

The Tools Behind Your
Sales Engine 

In addition to our team's expertise, we also proudly partner and have experience integrating additional solution providers to help our clients reach their business needs.  

Explore Our Case Studies and See Our Expertise in Action

  • JCB case study: manufacturing appointment setting

    JCB

    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.

    Download
  • Winter Park Cycles (WPC.BIKE) e-commerce case study

    Winter Park Cycles

    Check out how Concept and Winter Park Cycle's partnership grew their eCommerce sales through paid search, display advertising, and Google Merchant Center, which led to record sales in 2023.

    Download
  • Hodge case study

    Hodge

    Discover how Concept and Hodge collaborated to enhance communication across several crucial business sectors through CRM technology, including new/used inventory, rental inventory, credit applications, and demo requests.

    Download
  • MH Equipment case study

    MH Equipment

    MH Equipment has collaborated with Concept for more than eight years on data cleansing and profiling, conducting prospect and customer satisfaction surveys, making outbound calls, and providing Salesforce support and training.

    Download
Let's Have a Virtual Coffee and Talk Lead Gen →

Ready to Fill Your Pipeline and Build Your Sales Engine?

Concept Services is a B2B lead generation and CRM consulting agency in Akron, Ohio. Since 2002 we have booked qualified appointments, implemented HubSpot and Salesforce, and run full-service marketing for manufacturers, equipment dealers, and supply chain companies. Tell us where your sales engine is leaking and we will show you what to fix first.

Request a Discovery Call