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Salesforce Consulting & Support Services

As an official Salesforce partner, Concept’s CRM team offers consulting and support services to help businesses assess, set up, customize, integrate, and optimize their org.


Get the Most Out of Salesforce

We offer a comprehensive suite of consulting services, meticulously tailored to fit your specific needs and enhance your capabilities across various Salesforce clouds from Sales to Marketing to Automation.

Salesforce Implementation

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

Training and Onboarding

As an official partner, we are well-poised to provide training and onboarding services designed to reinforce your business processes and integrate them with the tools available within Salesforce. 


Management & Administration

Whether just wrapping up a new implementation or if you already have Salesforce up and running but are struggling with adoption, reporting, or implementing new features, Concept is here to help as an ongoing source of support. 


Enhance your Salesforce by integrating other key systems and applications across your organization. Whether you’re planning to integrate a new app with your instance, or an existing stack, we can help.  

As a partner of both Salesforce and HubSpot, we are uniquely positioned to help you integrate these two powerhouse systems.

Working With Concept, a Salesforce Partner 

Concept is a certified Salesforce Partner, featuring a certified team in sales and marketing technologies. With over 60 years of combined expertise, our team excels in Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud. This means a few things for our clients:



Direct Access

Beta Access

Best Practices


Our team is highly knowledgeable of all the solutions offered by Salesforce.

We have extensive experience building and managing the platform, for a variety of businesses. 

Our relationship with Salesforce gives us the ability to work directly with their sales team. 

We have access and insight into public and private features, before non-Salesforce partners. 

Meticulously utilizing industry best practices, we ensure that your org, reports, and automation needs not only meet but exceed your expectations.

Knowing that projects, deadlines, and our clients' needs vary - our team can scale up resources for higher-demand initiatives or stay light for more routine tasks.

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business. 


Meet Some of Our Salesforce Gurus


Joe Stephan

Vice President, Operations

Jared Soell

Director, CRM Agency

Shelby Smith

Sr. Solutions Engineer

Kristi Stevens

Salesforce Administrator

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

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

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

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 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.

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.

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

Outstanding Service, Outstanding Value!

We've had Salesforce since 2011 but never got the functionality we wanted until we reached out to Joe Stephan at Concept. Joe and his team are Salesforce rockstars! They listened to our needs, met our expectations, and delivered quickly. Highly recommend Joe and his team for any Salesforce project!

Woodie A.

| Talan Products Inc.

Want to See What Others on Salesforce AppExchange Have to Say?

Partner With Our Salesforce Professionals

Salesforce is a powerful platform, but working with a great team can help it integrate with your needs and processes for that “just-right” feeling. 

Our Technology Partners

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

Improve Your Salesforce Utilization

Unlock the full potential of Salesforce with our expert support. From streamlining your processes to enhancing your data management, we help you maximize every feature. Partner with us to elevate your Salesforce efficiency and drive better business outcomes.