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B2B LEAD GENERATION AGENCY

We Fill Pipelines and Build Sales Engines.

Helping sales and marketing teams exceed their goals with appointment setting, marketing, and CRM consulting since 2002.
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A Collaborative Approach To Lead Generation

For many organizations, lead generation means far more than a phone call or a form submission. It is the beginning of a new customer relationship, and one you hope to nurture. It’s the fuel for your organization’s growth and the ability to invest in your teams and communities. It does not stop after an introduction, and neither do we. 

Concept is here to be a trusted partner and consultant, not just an execution arm. We see every conversation we have with our clients as an opportunity to bring expertise and passion, and it shows. 

 

Tangee Whapham

Director, Marketing Agency

AJ Fisher

Demand Generation Manager

Hayden Grover

Technical Account Manager

Emily Beal

Brand Strategist

Madison Kasper

Content Specialist

Supporting You From Every Angle

We understand that new business doesn’t come from a single source, and the nature of those sources often change. This is why our services have continuously evolved since 2002 to meet the needs of our clients. 

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B2B Appointment Setting

The foundation in which Concept was founded, our Appointment Setting programs have been tried and tested since the start. Injecting modern sales tools with over 20 years of prospecting know-how, our team delivers. 

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Salesforce Consulting

As a longstanding Salesforce Partner with over 50 years of collective experience, our CRM team helps organizations assess, set up, customize, integrate, and optimize their Salesforce instance.  

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Marketing

Marketing is an art form and a science experiment, and our agency works that balance to deliver compelling messaging, to the right audiences, with show-stopping visual systems.  

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HubSpot Consulting

As a Diamond tier HubSpot Partner – and a certified onboarding group – our CRM team helps organizations assess, set up, customize, integrate, and optimize their Hub. 

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Paid Advertising 

Whether you have existing campaigns or are exploring them for the first time, we can help strategize, implement, monitor, and optimize your paid advertising.
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Email Marketing

Nurture and influence your known audiences with us as we write, design, and launch email marketing through various platforms: HubSpot, Pardot, Constant Contact, or MailChimp.
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Marketing Automation 

Make your efforts smarter through marketing automation platforms. As an official partner of both HubSpot and Salesforce, we can integrate with your team to create memorable, relevant, and timely interactions.
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eCommerce

 

Don’t think your leadership team should be dancing on TikTok? You’re probably right. However, leaving social media out of your marketing is a missed opportunity. Let’s get social, together.
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Branding and Design Strategy

You may not realize it, but your customers and clients interact with your branding more than you. Make sure you are giving them the best interactions with our design and branding expertise.
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Content Strategy and Copywriting

Articles, videos, blogs, podcasts, whitepapers, press releases; Content is king. Develop more and higher-quality content for your organization with our help.
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Search Engine Optimization (SEO), AI Optimization

Appearing in search engine results and AI platforms is a great way to drive traffic and to convert more leads. Work with our technical and content teams to increase this visibility.
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Social Media
Management

 

Don’t think your leadership team should be dancing on TikTok? You’re probably right. However, leaving social media out of your marketing is a missed opportunity. Let’s get social, together.
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Reporting and
Analytics

 

All these marketing channels mentioned above are great, but they mean much more to you and your team when you can report on their performance. Leveraging Google Analytics (GA4), Looker Studio, HubSpot, and more we can give you real-time reporting.
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Website Design and Management 

Your website should bring moments of delight and clarity to your visitors. If it doesn’t, our team is here to help improve, integrate, and manage your digital presence. Yes, that includes redesigns.

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

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

President | Voss Equipment, Inc.

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

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

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.

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

General Manager | Amcast

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

Director, Corporate Training | R2 Logistics

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.

Director, Digital Marketing Operations | Transportation Insight

The Best in the Business

We tried a number of different solutions to automate a key function of our business on Salesforce before we finally found Concept. Joe, Jared, and Shelby were stellar partners from the beginning, becoming experts in our business as they worked creatively and collaboratively with us on our automation project. The project was a success and continues to create tremendous value for us. We were so impressed that we engaged Concept for continued services. We highly recommend Concept!

Jenny S.

| Sustainable Energy Services, Inc

SLUNKS loves John and Hayden with Concept!!!

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.

Outstanding Service, Outstanding Value!

Our company has had Salesforce since 2011ish. We have had some consulting assistance in the past, but we just never got the functionality we wanted. I reached out to Joe Stephan at Concept and we are now on track! These guys are Salesforce ROCKSTARS! Joe and his team listened to what our needs were, what our expectations were, where we wanted to be with Salesforce and we are there! They made it happen with our team in an incredibly professional manner and worked with our schedule. No nonsense, they addressed our very specific needs and got everything done "lightning" fast! We got an incredible value for every dollar invested. I personally highly recommend Joe and his team for any Salesforce project. 

Woodie A.

| Talan Products Inc.

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About Our Team

The best lead generation efforts are multi-touch and multi-channel. Leverage the skills and tools of our cross-functional teams with one of our packages. 

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.

| Winter Park Cycles

Fantastic team

I've worked closely with the team at Concept for almost a year now, and I can't speak highly enough of their work. They're courteous, professional, responsive--just an awesome group to work with. They don't just do a great job, but they're happy to help push things forward when you're stuck for an answer. The team takes our vision and turns it into a reality. Their focus on the details and their eagerness to brainstorm with me to create the best possible design is incomparable. They are an essential partner in allowing me and my business the leg up that we need to thrive.

Stephen T.

| Transportation Insight

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

A Tech-Savvy Marketing Agency

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

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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.

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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.

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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.

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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.

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Our Technology Partners

We proudly partner and have experience integrating additional solution providers to help our clients reach their business needs. 

Thought Leadership from the Lead Generators

Don't Let Your Sales and Marketing Fall Behind Your Competition

Find out why Concept has been leading B2B lead generation strategies and how we can make an impact with your sales pipeline.