CRM Optimization Services
You Have the Platform. We Have the Strategy. Let’s Work Together.
Turn your CRM platforms from a system of records into a revenue-driving engine. Our certified experts design and optimize your CRM architecture, streamline workflows, improve data hygiene, and align reporting across your organization. EBQ brings strategic guidance and hands-on execution to help you get more value out of your system, gain visibility, and maximize efficiency.
Trusted by thousands of businesses worldwide.
Smarter CRM, smoother operations.
Streamlined workflows and unified reporting for better visibility and performance.
How EBQ’s CRM Services Work
- Migrate your data from legacy systems and spreadsheets into your CRM without losing critical information.
- Customize and configure your system to align perfectly with your unique workflows, industry requirements, and organizational goals.
- Build custom reports and dashboards that inform on your real-time progress based on the metrics that matter most to your organization.
- Access EBQ’s recorded training programs that empower your team to use your new custom CRM platform.
- Design and implement automation and workflows that eliminate repetitive, manual tasks.
- Maintain data integrity and hygiene through regular audits, deduplication, and guardrail protocols.
- Troubleshoot technical issues efficiently with EBQ’s administration support that minimizes disruption to your operations.
- Optimize every aspect of your CRM investment with additional services tailored to your needs.
Our CRM Success Stories
11% Increase in Open Rates
45% Increase in Click-through Rates
97.92% Avg. Email Deliverability Rate
Macgregor Communications
Industry: Events Services
Platform: Salesforce Marketing Cloud
Under EBQ’s guidance, Macgregor Communications successfully migrated to Salesforce Marketing Cloud — bolstering their email marketing campaigns.
“EBQ is a great partner that understands our business problems! It wasn’t about us telling you what we wanted you to do; it was about us collaborating and EBQ finding creative solutions.”
– Alice Ross
Marketing Director at Macgregor Communications
90% Reduction in Case Management Time
123% Increase in Warranty Cases Handled
10% Increase in Customer Satisfaction Score
Henry Repeating Arms
Industry: Firearms Manufacturer
Platform: Salesforce Service Cloud
With EBQ’s help, Henry Repeating Arms implemented Salesforce Service Cloud seamlessly into their business — reducing ticket handling time and boosting customer satisfaction scores.
“I have not presented a project or challenge that EBQ hasn’t been able to resolve. We’re doing a lot in Service Cloud beyond the scope of what it is really built for. That certainly speaks to the level of creativity and expertise required to do what we asked.”
– Dan Clayton-Luce
VP of Communications at Henry Repeating Arms
383% Higher in Google Ads CTR than Industry Standards
2.63x Lower Cost-Per Click than Industry Standards
575K+ Impressions on Paid Ads
Leadership Louisville Center
Industry: Nonprofit
Platform: Marketing Cloud Account Engagement
Together with EBQ, Leadership Louisville Center was able to maximize their Marketing Cloud Engagement (formerly known as Pardot) platform and improve their email marketing campaigns.
“EBQ knows a lot about Salesforce and Marketing Cloud Account Engagement. It allows us to do things better and do things faster — and also troubleshoot things that we were completely unaware of.”
– Holly Prather
Chief Operations Officer at Leadership Louisville Center
Overcome your obstacles with EBQ’s certified CRM consultants
You are not taking advantage of your platform’s robust out-of-the-box tools
Turn untapped potential into a custom CRM solution.
We audit your current setup and evaluate how to utilize your CRM’s out-of-the-box solutions to solve your challenges.
You lack transparency
Keep track of your project’s development anytime, anywhere.
We build custom dashboards and reports that give every stakeholder real-time visibility into the metrics they need to make data-driven decisions.
You’re wasting too much time on manual tasks
Stop wasting time on repetitive work.
We design intelligent automation and workflows that handle routine tasks in the background, freeing your team to focus on revenue-generating activities.
You’re missing out on opportunities
Respond faster and close even more deals.
We implement lead routing, task automation, and pipeline management systems that ensure nothing falls through the cracks and every prospect gets timely attention.
You aren’t running omnichannel marketing campaigns
Create an omnichannel brand experience with ease.
We integrate your marketing tools and build cross-channel campaigns that track the complete customer journey from first touch to closed deal.
Why work with EBQ?
Criteria
EBQ
Other Partners
Hiring Internally
Time to Launch
With no lag time to assemble your team, we can start working out of your platform within less than 5 days
Often takes weeks to set up, onboard, and discuss service-level agreements before starting work
Usually takes months to hire, train, and reach full productivity
Experience & Track Record
Thousands of successful projects under our belts, with each manager undertaking hundreds of implementations themselves
Varies widely but is often learning on your dime
Limited to an individual’s background
Team Structure
Dedicated team of certified specialists, seasoned CRM managers, and a fractional Revenue Consultant
Typically, a rotating door of CRM task takers that works out of a support ticket system
Build a team from scratch, forcing you to manage turnovers
Management & Oversight
Built-in management layer to QA, monitor performance, and offer strategic guidance
Often offers just one point of contact with minimal oversight and reactive management
Requires hands-on management, which diverts internal resources
Utilize EBQ’s proprietary playbooks based on hands-on experience across multiple industries
Varies, but usually leverage generic or unproven methodologies
Requires trial and error to build an SOP from the ground up
Billing Hours
Flexible models with predictable costs
Hourly rates with scope creeps
Requires overhead costs, such as benefits, overhead, and tools
Level of Transparency
Real-time dashboards and task tracking in Asana, plus weekly calls to review progress and adjust strategy
Vague monthly reports with limited access to data
Full visibility, but requires a project management tool investment
Response Time
Same-day responses
Varies by partner bandwidth
Depends on team availability and workload
FAQs
What does a CRM administrator do?
A CRM administrator manages the day-to-day operations of your CRM system. Their responsibilities include user management, data maintenance, workflow automation, custom field creation, integration management, reporting and analytics, training and support, and ongoing system optimization to drive adoption and ROI.
What platform can you work out of?
We work with every industry-leading CRM system, including Salesforce and HubSpot instances.
How long will an implementation take?
We offer four implementation packages — Quickstart, JumpStart, Headstart, and Custom Quote — with timelines and deliverables tailored to your needs. You can be up and running in as little as 30 days.
Do you have experience in my industry?
Over the past 20+ years, we have worked with thousands of organizations across all sizes and industries:
- Business Management
- Computer Software
- Nonprofits
- Fintech
- Healthcare & Life Sciences
- And more
How does your billing structure work?
We offer flexible billing to match your needs: hourly rates for project-based work or a flat-fee retainer for dedicated, administrative support. We’ll recommend the best structure based on your goals and scope.
Do you offer phased approaches?
We strive to accommodate budget constraints as best as possible. We encourage you to reach out to see what we can do for you!
I have additional questions. Who should I contact?
We’d love to hear from you! Just fill out a contact form or call us at (512) 637-9696.
Elevate your platform with EBQ's CRM software consultants
Stop settling for a glorified contact list and start leveraging a system that actually drives revenue. Our CRM consultants will assess your current setup, identify quick wins, and build a roadmap that transforms your platform into your most valuable business asset. Let’s turn your CRM into the competitive advantage it was meant to be—schedule a consultation today.
Maximize your CRM’s full functionality and ROI from day one. Our certified CRM consultants will assess your current setup to identify quick wins and build an actionable roadmap that transforms your platform into your most valuable business asset yet.
Maximize the power of your CRM from day one with EBQ. Fill out the form with your information, and one of our team members will reach out to you shortly.
Let's turn your CRM into the competitive advantage it was meant to be
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