- What We do
- Sales Development
- CRM & Marketing Automation Solutions
- Digital Marketing Services
- Supported Industries
- About Us
- Contact Us
We want your business to get the most out your Salesforce CRM. Our certified Salesforce admins and consultants will work closely with your team within your Salesforce instance to help modify and configure Salesforce to your needs, entirely in line with your sales goals and objectives.
Whether just wrapping up a new implementation or if you already have Salesforce and are struggling with adoption, reporting, implementing new features or transitioning to the Lightning Experience, Concept is here to help. Our clients have needed a partner to help create a roadmap for implementing new features and increasing employee adoption.
Instead of hiring an internal resource to manage your Salesforce instance, allow Concept to be your Salesforce Administrator and partner. For a fraction of the cost of an internal resource, get help and support from our entire team of certified consultants.
Whether Users, Roles, Profiles, Public Groups, or Portal Users, we’ll work with your team to ensure all users have the correct access and security levels. We know that data is the cornerstone of any CRM and we put processes and procedures in place to ensure the integrity and accuracy of your data stays intact.
While Salesforce’s reporting and dashboard capabilities are extremely robust, often there is a challenge to get data or statistics in the format you prefer or is required. We can help you design and develop custom report types and report formats to better display and visualize the data for your business needs.
Whether through automation, flows, approvals, custom objects, fields, page layouts, custom buttons, views, etc., once we identify your needs, we’ll correlate them with the available capabilities of Salesforce and configure the platform for the challenges of your business
We create interfaces that are informative, user-friendly, and responsive for all types of devices
Not only do we build exactly what our clients need to implement new processes within Salesforce, but act as a constant sounding board as we look at everyday business challenges. Not only do we build new processes within Salesforce, but act as a sounding board for business challenges. While business process evaluation is something that we work with our clients to help streamline, we work to ensure Salesforce is tailored to your needs rather than your company needing to adapt to existing Salesforce processes.
Whether you intend to integrate new apps with Salesforce or an existing stack, Concept has the experience and the expertise of having successfully Salesforce integration projects for our clients across a broad spectrum of industries.
Concept offers a few different plans for our CRM services that include:
Concept is a unique sales development and marketing agency. We specialize in helping our clients track all leads through any portion of the sales funnel. We develop a custom reporting dashboard for each client, so they have complete visibility into how their leads and campaigns are performing. With our partnerships with Salesforce and HubSpot CRM platforms, our clients are also able track their conversions from various media buying platforms. At Concept, we connect all sales and marketing efforts back to actual closed deals and prove true ROI.