As a certified Salesforce consulting partner, Concept delivers full-lifecycle CRM support designed for complex B2B sales cycles. From initial implementation and customization to marketing alignment, sales enablement, and ongoing optimization, we help organizations get more value from their Salesforce investment, faster.
Our team bridges the gap between strategy and execution, tailored Salesforce to your business goals and workflows. Whether you’re building your instance or refining a mature deployment, we ensure your CRM fuels growth by aligning people, process, and platform across your organization.
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
Implement and scale Salesforce across your organization with a configuration tailored to how your teams work. Concept helps B2B companies align their technology with real business needs, ensuring every department benefits from a connected CRM.
We manage the entire implementation process, from discovery to go-live, focusing on adoption, usability, and performance. Our support includes:
Salesforce org setup and configuration
Custom objects, fields, and workflows
User roles, profiles, and permissions
Data migration and system integration
Training, documentation, and support for end users
Training and Onboarding
Maximize user adoption with onboarding and training that align Salesforce tools to your business processes. Concept helps B2B teams get up to speed quickly by focusing on how users work and what they need from the platform.
We deliver practical, role-based training and onboarding services that drive efficiency and confidence from day one. Our services include:
Custom onboarding plans by role or team
Live and recorded training sessions
Salesforce usage best practices
Workflow and process reinforcement
Ongoing support and user enablement
Management & Administration
Keep Salesforce running smoothly with ongoing support that addresses adoption challenges, reporting gaps, and feature expansion. Concept helps B2B teams get more value from their CRM long after go-live.
We provide flexible support tailored to your needs, whether you are optimizing a recent implementation or improving a long-standing instance. Our support includes:
User adoption and engagement strategies
Custom report and dashboard development
Feature expansion and enhancement
Troubleshooting and issue resolution
Ongoing admin and technical support
Inbound Marketing
Attract and convert high-quality leads by fully leveraging Salesforce’s native marketing tools, such as Pardot and Salesforce Marketing Cloud. Concept helps B2B organizations build inbound strategies that integrate seamlessly with their CRM, ensuring marketing and sales teams work from the same data and definitions.
We support campaign execution from planning to reporting, designing lead-nurture workflows, automating prospect engagement, and optimizing performance with real-time insights. We also handle:
Pardot and Marketing Cloud configuration
Campaign strategy, build, and execution
Lead scoring and segmentation
Marketing-to-Sales handoff processes
Attribution and campaign performance reporting
Outbound Sales Enablement
Enable your outbound sales team with the tools, data, and workflow they need to consistently build pipeline and close deals. We optimize Salesforce to support proactive prospecting efforts, configuring Sales Cloud features like lead queues, automated cadences, task reminders, and real-time activity dashboards.
Concept’s approach to sales enablement ensures reps spend more time selling and less time managing data, with visibility across every stage of the outbound process. We also help with:
Sales process design and automation
Sequence development and task flow optimization
Sales engagement tools integrations
Contact enrichment and lead routing
Dashboards for activity, pipeline, and rep performance
Salesforce + HubSpot Integration Support That Works on Both Sides
Most teams start in Salesforce and bring in HubSpot for marketing. But connecting them takes more than a plug-in. It takes hands-on experience with both.
Concept’s CRM team is certified in both Salesforce and HubSpot. We understand how they operate—and how to make them work together. You get:
Expert support across both platforms
Integration built on proven methods
Quicker troubleshooting
Strategy shaped around your setup
Get more from your systems with a partner who knows both inside and out.
Seamless ConstructConnect and RigDig Integration with Salesforce, Backed by Industry and CRM Experts
Connect your market intelligence tools to Salesforce for more accurate targeting and stronger pipelines. Concept helps construction, equipment, and industrial teams integrate platforms like ConstructConnect and RigDig to keep key data where your reps work.
We ensure project and company insights flow seamlessly into Salesforce to support outbound efforts and improve visibility. Our services include:
ConstructConnect and RigDig integration
Custom data mapping and field setup
Automated project and lead capture
Outbound list building and segmentation
Pipeline reporting tied to external intel
Salesforce and PandaDoc Integration Done Right by Experts Who Know Both Inside and Out
Simplify your sales cycle with document automation by connecting PandaDoc or Adobe Sign to Salesforce. Our team sets up integrations that trigger proposal creation, track signatures, and auto-update opportunity records, making your quote-to-close process faster and more efficient.
Salesforce and QuickBooks Integration Done Right by Experts Who Understand Your Sales and Finance Workflows
Bring financial visibility into your CRM by integrating QuickBooks with Salesforce. We help connect invoices, payments, and customer data to your sales process, so reps and managers can make decisions based on real-time financials without switching platforms.
Salesforce and ZoomInfo Integration Done Right by Experts Who Align Data with Revenue Goals
Fuel your outbound prospecting with real-time B2B data from ZoomInfo directly inside Salesforce. We configure integrations that auto-enrich contacts and companies, power-list building, and improve segmentation, boosting outbound performance at scale.
Salesforce and CallRail Integration Done Right by Experts Who Connect Call Data to Pipeline Performance
Capture every sales and support call by integrating CallRail or Aircall into Salesforce. These tools sync call activity, recordings, and outcomes with contact and lead records, giving your team full visibility and better insights into conversions.
Salesforce and Zoom Integration Done Right by Experts Who Streamline Meetings, Calls, and CRM Activity
Whether you’re hosting product demos or discovery calls, integrating Zoom with Salesforce brings visibility and automation to your meeting workflows. Schedule meetings, track attendance, and log Zoom activity directly to leads and opportunities.
Salesforce and Microsoft Office/Teams Integration Done Right by Experts Who Keep Communication and CRM in Sync
Improve team collaboration and reduce manual entry with Salesforce integrations for Microsoft Outlook and Teams. Automatically sync emails, meetings, and chats to Salesforce records, ensuring customer interactions are always logged and easily accessible.
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:
Knowledge
Expertise
Direct Access
Beta Access
Best Practices
Scalability
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.
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