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CRM Consulting & Support Services

Let our team of certified Salesforce & HubSpot professionals help you get the most of your CRM

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CRM Consulting & Support Services Designed To Meet Your Business Goals

Implementation

Our team can implement the right CRM across your entire organization. Our implementation process customizes and configures the platform based on your unique needs to ensure you get the most out of your CRM system.

Integration

Get the most out of your CRM by integrating other key systems and applications across your organization. Whether you’re planning to integrate a new app with your CRM, or an existing stack, we can help.

Training & Onboarding

Our CRM training and onboarding services are designed to reinforce your business processes. Whether end-users or managers, we train to ensure you are getting the most out of your CRM.

Management & Administration

Whether just wrapping up a new implementation or if you already have CRM up and running but are struggling with adoption, reporting, implementing new features, Concept is here to help.

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HubSpot Diamond Solutions Partner

Certified Salesforce & HubSpot CRM Partner

Recognized as a certified partner, Concept's team of Salesforce & HubSpot certified consultants are here to help. 

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Salesforce Certified Partner

CRM Team Credentials & Certifications

Let our team of certified experts become an extension of yours to make the most of your CRM. 

Administrator
Advanced Administrator
Sales Cloud Consultant
Service Cloud Consultant
Pardot Consultant
Pardot Specialist
Platform App Builder
Platform Developer 1

Building On Your CRM

In addition to our CRM partnerships, we also proudly partner and have experience integrating CRM with additional solution providers to help our clients reach their business needs. 

Why Choose Concept As Your Salesforce or HubSpot CRM Consulting Partner?

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Experienced Team

Our certified CRM consultants have decades of experience in how best to utilize CRMs to help grow your business.

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Cutting-Edge Tools

Our CRM team knows how to build and navigate the top CRMs to provide you with deep insight.

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Business Growth

As a sales development agency, our certified CRM consultants know your goal is close more deals.

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Data Driven

Utilize actionable reporting, measure profitability of account-based marketing projects through data.

Our Team is Here!

Whether you're looking to speak with one of our certified professionals or looking for some self help, we're here to help. 

Below are the answers to some of our most common questions

We have new staff who needs to learn about our CRM. Is training available even if we currently have Salesforce or HubSpot implemented?

We have new staff who needs to learn about our CRM. Is training available even if we currently have Salesforce or HubSpot implemented?

Concept's CRM training services offer a fully customized solution for our customer’s needs by offering both on-site and web-based training programs. Our CRM experts provide training for all levels of CRM use, including:

  • Administrator
  • Management
  • User
  • Train-the-Trainer
Another technology agency built our Salesforce/HubSpot CRM. Will Concept be able to help us implement database changes and provide ongoing support?

Another technology agency built our Salesforce/HubSpot CRM. Will Concept be able to help us implement database changes and provide ongoing support?

Our team will work to design our customer’s instance of Salesforce or HubSpot to effectively meet the requirements of their organization. We have found that the best way to get user adaptability during implementation is to start with the “needs” of an organization and then move to the “wants”.

We provide full system support options both on an as-needed hourly basis and a monthly unlimited basis so our customers are never without the support they need.

Our support service ensures that they have a dedicated and available resource for any question or need that may arise.

Why is it important to be certified in Salesforce and HubSpot? How many certified CRM professionals does Concept have?

Why is it important to be certified in Salesforce and HubSpot? How many certified CRM professionals does Concept have?

It provides credibility to our customers and prospects and shows them that we are experts in the solutions we are implementing and consulting on for our customers.
 
We currently have 12+ Salesforce certifications including admin, app builder, Pardot, and Marketing Cloud and have 20+ HubSpot certifications including Client Management, Marketing Software, Solutions Partner, Service Hub Software. The CRM team is focused on obtaining more certifications and we will update you accordingly. 
What does it mean to be a Salesforce or HubSpot Partner?

What does it mean to be a Salesforce or HubSpot Partner?

As a Salesforce Partner, we have access to partner enablement resources, training, and certification programs to develop specialized capabilities around business functions, product areas, and industries. These certifications and capabilities help us expertly serve and support your customers for ultimate success. We can also able to showcase our expertise and experience through the app exchange.

 

The HubSpot Solutions Partner Program is an ecosystem of experts that offer marketing, sales, customer service, web design, CRM, and IT services. It’s a global community that believes putting customers first is the key to growth and enables its members to offer a wide breadth of more sophisticated solutions across the entire customer experience.

Can we connect Gmail or other email services to Salesforce?

Can we connect Gmail or other email services to Salesforce?

Yes. Gmail for Lightning Integration provides the ability to attach emails as activities in Salesforce and sync contacts and calendars with Salesforce. This is also a free add-on application.

What other solutions or add-ons applications do we support?

What other solutions or add-ons applications do we support?

Conga – Gold Partner. Conga is a document creation tool used for creating proposals, invoices, etc. It can send data from Salesforce into any file format with the click of a few buttons.

Jitterbit – Platform used to integrate Salesforce with other systems such as ERP’s and Inventory management databases.

Cloudingo- Data duplicate management tool used to identify and automate duplicate record merges.

DocuSign – Electronic signature application.

Check out the latest CRM related blogs

Wondering What It's Like to Work with Concept?

See what our clients have to say...

"Concept has been instrumental in helping us innovate on the Salesforce platform. Not only do they build exactly what we need to implement new processes on the platform, but they are a constant sounding board as we look at everyday business challenges."

Michael Fullan, Director of Information & Experience
Hodge

"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. Very much looking forward to the next project!"

Robyn Hyra, Director of Corporate Training
R2 Logistics

"We hired Concept Services to provide us with updates within Salesforce. Guillermo was extremely professional and efficient. He guided me through the changes politely. if there was a change we wanted to make which would cause us problems or didn't seem like the best solution, he would provide me with best practices and alternatives."

Sara McMurray, Director of Sales and Marketing
Premier Thermal Solutions

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