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Our Services

We’re here to help you grow. 


Appointment Setting

Our expert appointment setting service ensures that your calendar is optimized for success. We handle scheduling and follow-ups with the ideal lead so you can focus on closing the deal. Our programs have been tried and tested since the start; injecting modern sales tools with years of prospecting know-how, our team delivers.



Our full-service marketing agency develops strategies that drive lead generation, brand awareness, and content that prospects are searching for. Our team consists of specialized and extremely talented professionals who work together to deliver a knockout experience.


HubSpot Consulting

As a Platinum Tier HubSpot Solutions Partner, Concept’s CRM team offers consulting and support services to help businesses assess, set up, customize, integrate, and optimize their Hub. 




Salesforce Consulting

At Concept, we’re a Salesforce Certified Partner with over 15 certifications. Our CRM team is here to offer consulting and support services to help businesses set up, customize, integrate, and optimize their Salesforce instance.

Read What Our Customers Are Saying

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.


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.


Partner With Our Lead Gen Experts

Quit spinning your wheels when it comes to sales and marketing pipelines. Talk with our lead generation experts today.

Our Technology Partners

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

Partner with the Best in Lead Gen

Why settle for average when you can partner with the best? Our lead generation experts provide high-quality leads to fuel your growth. Improve your ROI and achieve real results. Join us and elevate your business to the next level.