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Implementation. Integration. Management.

CRM Consulting Services.


HubSpot & Salesforce Consulting.

As a certified Salesforce Consulting Partner with expertise in CRM implementation, system integrations, and ongoing platform management, we provide the tools and technology for you to make the most of your CRM investment. Whether you are new to Salesforce or are looking to streamline your current CRM processes, trust Concept’s team of experienced professionals to help your organization achieve its goals.


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Full-Service Salesforce Consulting

Since Concept’s beginning, we have relied heavily on CRM to support both our business internally and to help our clients grow through our Salesforce consulting services. We serve as a Salesforce consulting partner to provide solutions that help our clients make the most of their CRM platform.Whether you’re looking for Salesforce consultants to help you implement the platform or Pardot consultants to fine-tune your marketing automation, trust Concept to be the CRM consulting partner you need.

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Complete Salesforce Implementation

Whether you want to get your CRM system up and running or are in need of CRM customization to fit the unique needs of your business, you need a team with HubSpot and Salesforce implementation experience. By choosing experts that have helped clients across the spectrum with Salesforce and HubSpot implementation, you’re giving yourself access to data that provides the visibility you need to make important business decisions.

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Customized Salesforce Solutions

We know that every business has unique needs, which is why we offer CRM customization services for a platform fit for you. Whether you’re looking for a streamlined interface, are making the migration to Salesforce Lightning, or you’re in need of other Salesforce customization services, Concept has the CRM know-how to get your platform functional and organized. As HubSpot implementation specialists, we also offer customization services unique to this marketing platform.

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Technical Marketing Automation Integration

Do you want to connect you marketing automation efforts to campaigns in Salesforce so you can have better visibility into your marketing ROI? Concept is a marketing automation company offering integration between top platforms and Salesforce. Not only will we integrate these systems, we also provide marketing automation services to round out your digital marketing strategy. Working in Salesforce, HubSpot, and Pardot both internally and for clients, Concept is familiar with CRM integration for marketing automation platforms. Whether you need Pardot Salesforce integration or Salesforce HubSpot integration, our team has the experience to connect your CRM tools effectively.

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Ongoing Support & Management

Concept’s Salesforce administration teams will be your dedicated management partner post-implementation. By combining our integration, implementation, and management services, we provide you with the necessary roadmap to help you implement new features and increase internal adoption. Plus, you’ll have an ongoing partner that knows your business goals and will be able to modify these platforms to best fit your needs. Unlike other CRM management services, Concept’s Salesforce administration teams work to integrate our offerings to be your full-service solution. When you take advantage of CRM consulting, implementation, integration, and management from Concept, you’re making the most out of the money you’re putting into these robust platforms.

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CRM Service Testimonials

North Coast Container
“We’ve had really good luck with (Concept) to understand and create modules for us that are already up and running in our system that saves us hundreds of hours of time”
Andrew Deutsch
VP Marketing & Business Development
Electronic Merchant Systems
“Concept is skilled in listening to what we want to accomplish and finding an efficient way to get it done in Salesforce”
Merrell Sheehan
VP Digital Marketing

Watch our CRM Master Class Series to maximize the impact of CRM for your Sales and Marketing Teams.

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We Open The Door.
You Close The Deal.

With our customized account based marketing solutions, we make the contact until you get the contract. Let's talk leads!