CRM Consulting Services

No matter how far along you are with your CRM journey, we can help you implement industry best practices so you get the most out of your Salesforce or HubSpot platforms.

CRM Consulting Services

We’ll guide you through your Salesforce or Hubspot adoption.

Whether you’re just getting started with your CRM, need assistance managing the platform, or need someone to get you back on track, we can help you take full advantage of Salesforce or HubSpot.

Administration

We run your CRM on your behalf focusing on daily maintenance tasks and improving your CRM, at a fraction of the cost of hiring an administrator internally. We also document our strategy and provide ongoing strategic direction.

Implementation

Whether you just adopted your CRM, need help migrating from another platform, or are looking to integrate other third-party tools, we can help set up your platform with your business goals and industry best practices in mind.

Training

Our certified instructors can design custom training programs based on your unique CRM setup, processes, and roles. We’ll train your team on how to use Salesforce or HubSpot the right way and can help onboard new users as your team grows.

Support

Get a dedicated CRM support team who is always a call away when you need us most. Our knowledgeable consultants provide real-time, responsive technical support via phone hotline, screen sharing, and chat.

Consider our administrators to run your CRM on your behalf

Our administrators run your CRM on your behalf

Our certified admins can handle all of your day-to-day platform maintenance so you can focus on the big ideas.

With years of experience implementing and optimizing CRMs, we can create an elegant streamlined solution that grows with your business.

Our admins can help with these tasks and much, much more.

Implementation and Audits
Database Integrity Management
Workflows
Automations
Reports & Dashboards
System Customizations
Integrations
Onboarding and Training
Ongoing Architectural Maintenance
Day-to-Day Operational Support
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Implementation and Audits
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System Customizations
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Database Integrity Management
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Integrations
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Workflows
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Onboarding and Training
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Automations
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Ongoing Architectural Maintenance
Bullet Point Plus Icon
Reports & Dashboards
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Day-to-Day Operational Support

CRM implementation services to maximize your ROI

We can help you get started with your platform on the right foot. We tailor our approach based on your unique business needs. From platform migration to ongoing administration, we can help you get the most out of your investment.

Salesforce Implementation Process

01. Assess Your Internal Procedure

From understanding your business goals to reviewing your process documentation, our certified experts evaluate your platform’s current setup.

02. Optimize Your Instance

We’ll configure your instance and create workflows based on your needs that conform to industry
best practices.

03. Create a Future-Proof Strategy

We’ll ensure your solution is scalable so you can adjust your platform to fit your growing business’s ever-changing needs.

01. Assess Your Internal Procedure

From understanding your business goals
to reviewing your process documentation,
our certified experts evaluate your platform’s current setup.

03. Create a Future-Proof Strategy

We’ll ensure your solution is scalable so you can adjust your platform to fit your growing business’s ever-changing needs.

Salesforce Implementation Process

02. Optimize Your Instance

We’ll configure your instance and create
workflows based on your needs that conform to
industry best practices.

Our certified experts have experience in every major Salesforce and HubSpot platform.

Salesforce CRM

Sales Cloud

Nonprofit Cloud

Service Cloud

Experience Cloud

HubSpot CRM

Sales Hub

Service Hub

Operations Hub

Marketing Hub

Outsourced Salesforce Administration Department

The best way to build a CRM team

With EBQ, you’re not just hiring a single consultant or administrator. You’re getting an entire department at a fraction of the cost and effort of hiring internally.

For administration projects, we provide: a Success Manager to maintain alignment with client goals, a Solutions Architect to drive high-level platform strategy, a Senior Consultant to tackle complex action items, and an Administrator to perform day-to-day tasks.

Looking for additional tech solutions?

Your CRM isn’t the only technology that’s critical for your business infrastructure as you grow.

Whether you’re looking to upgrade cybersecurity or you need a communication solution, our technology advisors can help you find the right software and hardware for your organization’s unique needs.

Technology Adoption

Join the thousands
of customers that
love EBQ.

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Join the thousands
of customers that
love EBQ.

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What’s it like to work with EBQ?

"We achieved the goal of having a workable CRM that is making an impact in our company today, and I attribute that to working with [EBQ]. On the sales side, it has made a tremendous difference in the effectiveness of our team on the field and in the higher level quality of accounts that we have on the horizon."

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Jim Barlar
Vice President of Business Development NAVCARE
"[EBQ] met every expectation I had as a customer. I want to feel like I’m the only customer that matters, and that’s how we’ve been treated. They were timely with their responses, met our deadlines, and provided an overall very positive experience."
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Jane Birnbach
Senior Development Director
Good Shepherd Center
"Our main challenge was our limited knowledge of the Salesforce platform. LearningCurv helped fill those gaps."

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Matthew Wright
Administration and Accounting Director Chesapeake Church