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.

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 Consultant 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.

Join the thousands
of customers that
love EBQ.

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Join the thousands
of customers that
love EBQ.

mitel white
webroot white
bigcommerce white
splunk white

What’s it like to work with EBQ?

Get in touch with our CRM team

With EBQ, you are getting top-of-the-line services that help build and maintain a healthy CRM instance. Get a full department to meet your needs and support your platform vision.

Ready to maximize your CRM? Fill out the form with your information and one of our team members will reach out to you shortly.