CRM Services
Streamline Your Processes with a Tailored CRM Solution
Join forces with our certified CRM experts to optimize your Salesforce or HubSpot platforms. We create an effective platform architecture that empowers your team to leverage robust automation workflows and enable a more transparent view of your business. Not only can you maximize your platform ROI, but you can also boost productivity throughout your organization.
Trusted by thousands of businesses worldwide.
Why EBQ?
With over 900+ projects under our belts, we know how to transform a cookie-cutter Salesforce or HubSpot platform into a customized solution. Find out why our clients love working with us.
Our proven processes
Most internal CRM administrators require you to adjust your tools to suit their preferences — resulting in additional downtime whenever turnover happens. Our proven processes reduce that risk, ensuring your CRM remains scalable regardless of who manages it.
Long history of building custom CRM platforms
For over 8 years, we have worked with organizations of all sizes, maturities, and industries to customize their Salesforce and HubSpot platforms to integrate seamlessly with their unique workflows. From platform migrations to overall CRM maintenance, our certified experts have worked in all aspects of the tool.
No billable hours
Unlike most CRM administration companies, we do not work with billable hours. We provide fractional or full-time CRM experts who integrate seamlessly into your team. You get consistent support, strategic input, and full accountability without juggling multiple freelancers or vendors.
Built-in management layer
Each program comes with a dedicated Revenue Consultant, CRM Manager, Corporate Trainer, and the VP of CRM Services at no additional cost to our customers. They hold your EBQ team accountable for your project’s success and ensure our work gets you one step closer to your CRM vision.
Experienced management
Each manager has at least 5+ years of direct CRM experience and has overseen an average of 50 implementations. We understand how to blend your organization’s workflow nuances with industry best practices to develop a fully operational tool for you.
Cross-functional CRM expertise
We are not just task takers. We are true CRM experts with hands-on experience in sales and marketing. Our certified professionals understand your team’s challenges and build tailored solutions that align with your specific workflows, goals, and business processes.
Fully salaried employees
Every EBQ team member is a fully salaried, on-shore professional — not a contractor or offshore resource. Our CRM experts are trained in our proven processes and work closely with Corporate Trainers to ensure consistent, high-quality execution. You’ll have a dedicated specialist who knows your platform and is invested in your long-term success.
Training and adoption
Every Salesforce or HubSpot project includes thorough training and documentation tailored to your setup. Even after implementation, your team retains access to these resources — so you stay self-sufficient and scalable long after go-live.
Full transparency
While we work directly out of your Salesforce or HubSpot platforms, you get to work out of our project management software. You can track our real-time progress, make comments, or approve our work to reduce downtime.
Our Services
CRM Implementation Services
Start maximizing your CRM platform from day one. Our certified partners guide your team through each step of the implementation process, provide documentation on our processes, and migrate your legacy CRM data to Salesforce or HubSpot.
We offer four pricing tiers:
- Quickstart: Hit the ground running within 30 days
- Jumpstart: Get started in your CRM in 30 days
- Headstart: Set up your instance properly in 60 days
- Custom Quote: Best for organizations with complex environments
Salesforce Consultancy Services
As a certified Salesforce Crest Partner, we manage your platform for you — ensuring your tool is up-to-date with Salesforce’s latest guidelines. Our certified experts will run your instance on your behalf while providing valuable insight on industry best practices and strategic direction.
HubSpot Partner Agency
As a certified HubSpot Solutions Partner, we integrate your Hub and tools into your workflows seamlessly. You can count on our certified experts to ensure that your platform adheres to HubSpot’s latest guidelines.
What an Optimized CRM Means for You
Shortened Sales Cycle
Track every lead that comes through your sales pipeline and identify high-intent prospects. By consolidating your sales data into one platform, your salespeople can spend less time researching past interactions and more time closing deals.
Automated Workflows
Eliminate repetitive manual tasks by leveraging Salesforce and HubSpot’s robust automation rules. Your team can now focus on their creative work to get your organization one step closer to your overall vision.
Unified View of Customer Interactions
Gain a 360˚ picture of your customers by utilizing past customer data to inform your current workflows and interactions. You can now make better data-driven decisions based on easy-to-understand reports and dashboards.
Enhanced Digital Marketing
Both Salesforce and HubSpot have marketing automation tools that enable digital marketers to develop strong omnichannel campaigns that meet your prospects where they are. You can even automate follow-up emails and SMS texts to stay top-of-mind for your customers.
Improved Customer Loyalty
Deliver consistent, high-quality experiences through timely communication and proactive support, increasing retention and long-term value.
Explore Our CRM and Marketing Success Stories
EBQ x Bosley
Bosley needed someone to guide them through Salesforce after investing in Marketing Cloud Engagement, as they wanted to improve overall productivity.
82%
reduction in email bounce rate
135%
increase in email opens
82%
increase in email click rate
Solution: Marketing Cloud Engagement and Web Development
Industry: Health & Wellness
Company Size: 500+
Location: Beverly Hills, CA
EBQ x Henry Repeating Arms
Henry Repeating Arms needed guidance to implement Salesforce Service Cloud seamlessly into their business. Their goal was to reduce ticket handling times and improve customer satisfaction scores.
90%
reduction in case management time
123%
increase in warranty cases handled
10%
increase in customer satisfaction scores
Solution: Salesforce Service Cloud Implementation and Ongoing Managed Services
Industry: Firearms Manufacturer
Location: Rice Lake, WI
EBQ x Leadership Louisville Center
Leadership Louisville Center had issues with their data infrastructure and third-party app integrations, so they turned to EBQ. They were able to leverage customer data to improve their digital marketing, particularly their paid ad campaigns.
575K+
impressions on paid ads
3.83x
higher Google Ads CTR than industry standards
2.63x
lower CPC than industry standards
Solution: Marketing Cloud Account Engagement and Paid Ads
Industry: Nonprofit
Location: Louisville, KY
Our Partnership and Awards
FAQs
Can you customize Salesforce or HubSpot to fit my needs?
Absolutely! As avid Salesforce and HubSpot users, we understand how an optimized CRM solution makes all the difference. We even offer Custom Quotes to those with complex platform architecture to ensure you get exactly what you need.
Do you have experience working in my industry?
Over the past 18+ 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 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 offer discounts or phased approaches for nonprofits?
We value the work you do for your community, so we do our best to accommodate budget constraints. We encourage you to reach out to see what we can do for you!
I have additional questions. Who should I contact?
We’re excited to hear from you! Please contact us by phone at (512) 637-9696 or by email at info@ebq.com.
Unlock The Full Potential of Your CRM with EBQ
Salesforce estimates an organization can see nearly 300% ROI* with their tools. Similarly, HubSpot estimates their customers can save more than $100,000 annually by investing in their platforms**. However, that is assuming everything was set up properly and run by professionals.
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.
By submitting this form, you are consenting to being contacted by our sales and marketing teams via the email address and phone number provided. You may opt out at any time. We will not sell or distribute your email address to any third party at any time. View our Privacy Policy for more information.
