Who We Are
Optimal Business Consulting is a boutique Salesforce Pardot Marketing Automation & HubSpot Consulting Agency. We’re a Salesforce Partner and HubSpot Solutions Partner specializing in consulting for the Salesforce Pardot (MCAE Marketing Cloud Account Engagement) Marketing Automation platform as well as HubSpot Marketing, CRM, CMS, and Operations Hubs.
Company Characteristics
We’re a passionate and process-driven team of tech-savvy marketing and business professionals mainly from all over the United States, with some team members from other parts of the world.
We have deep domain experience in technology, marketing, business, and technology stacks to get things done. Our many years of experience within marketing, business, marketing automation, and specifically the Salesforce ecosystem (Pardot / Marketing Cloud Account Engagement, Sales Cloud, etc.) along with our ‘always learning’ attitude and our modern, data-centric technology driven approach provides our customers with the competitive edge they need and the opportunity to grow!
We’re experts at our craft, and if not, we become experts, fast! We make tough decisions, own up to mistakes, and above all, we find solutions to problems.
Why Do We Do What We Do?
Salesforce is the number one online business tool of choice for CRM (Customer Relationship Management), and Pardot is Salesforce’s B2B Marketing Automation platform for qualifying and nurturing leads. Most organizations frankly are not getting their money’s worth from Pardot, so once we were aware of the pain points we found our niche in helping companies overcome their technical and process issues.
Experts in automating complex processes and workflows.
Strong emphasis on discovery and process, automating where it makes sense.
Superior written and verbal communication typically provided by U.S. based consultants.
Capable of delivering contextual, thoughtfully presented visual output.
Experience working with domestic & international teams and high profile organizations.
We work with all types of organizations and industries, but work especially well with non-profit/nonprofit, NGO, SaaS, high-tech, finance, mortgage, education, healthcare, and professional services.
Also HubSpot is a great choice for smaller or mid-level companies for CRM, Marketing Automation, CMS, and Operations, so we’ve found that we can apply our many years of experience in these areas as well with organizations that are interested in or already using HubSpot.
We have expertise in lead and data management and marketing, and we love business and we love to help people and to solve problems. So we decided to meet the need and to focus heavily on Pardot and HubSpot to help our customers realize ROI from their marketing stack so their businesses can grow.
More About OBC
As a leading Salesforce Partner and HubSpot Solutions Partner, Optimal Business Consulting (OBC) is a growing U.S. based Pardot and HubSpot Marketing Automation Consulting Agency helping companies to implement, optimize, and maintain their existing or new Pardot, HubSpot, and Salesforce platform using Marketing Automation and Lead Management best practices with proven methodologies.
The Optimal Business Consulting team implements proven lead management methodologies and platform optimizations for end user client organizations in almost any industry.
As a highly flexible fractional outsourced extension of your team (fractional agile marketing automation), the experts at OBC can implement, optimize, maintain/administrate, support, and advise on your Salesforce Pardot or HubSpot marketing automation instance.
A leading Marketing Automation Consultancy, OBC’s focus is Marketing Automation and Pardot/Salesforce and HubSpot strategy and architecture, implementation, configuration, optimization, process improvements, journey building, and marketing-to-sales process lead management. OBC can also help with Salesforce Sales Cloud or HubSpot CRM setup and optimization.
OBC is continually adding experts to their team which currently consists of 8 certified Pardot Consultants and 20 total team members, led by Jeff Kemp, a seasoned technologist who has 7 years experience as a Pardot Consultant plus over 30 years experience in marketing and more than 20 years as an entrepreneur.
OBC works with their clients in various capacities including Managed Services, custom consulting projects (SOWs), service contracts, retainers, and ad-hoc services.
What Makes Us Different
Flexible Ways To Do Business
- Begin with an Implementation Package to get your platform initially set up using best practices (if you already have your platform set up then you can skip this step).
- Then set up a Fixed Hours Managed Services Retainer for ongoing consulting and support to optimize your platform and processes for better ROI on your tech stack and marketing efforts.
- Once your Fixed Hours Managed Services Retainer ends (or you can just begin with this step if you prefer) then convert to month-to-month consulting and support with our highly flexible Fractional Managed Services to address outstanding items and support as the needs arise, flex hours up or down each month as needed. Pay only for hours logged (minimum applies).
Optimal Business Consulting’s team of Certified Pardot Marketing Automation Consultants have several years of experience with specific focus on using a consultative approach to optimize the Pardot Marketing Automation platform to put effective lead management and nurturing systems in place using automation and proven best practices.
We’ve developed over a dozen proprietary and proven methodologies to enhance Pardot lead acquisition and management.
8 Salesforce Certified Pardot Consultants on Our Team
Salesforce Certified Pardot Consultants with 7+ years Experience
30 years Marketing / Marketing Management
8 years Salesforce Sales Cloud Consulting
5 HubSpot Certified Consultants on Our Team
15 years Consulting
15 years WordPress Expert (web dev & design)
15 years Sales / Sales Management
We integrate CRM, marketing, sales, and web solutions to generate highly qualified sales leads, improve lead-to-sales conversion, and build customer loyalty…and we use technology and systemized processes to automate everything to help scale your business.
We collect business requirements and ask questions in order to fully understand business needs and how they relate to desired key outcomes and performance measurements.
We will provide platform-specific technical recommendations and hands-on execution with delivery support to ensure a successful implementation.
We’ll discover and provide new process improvement opportunities, and in many cases will diagram processes out for a clear picture and understanding of what is or should be happening.
During implementation we provide several valuable authored documents and process diagrams as needed which we can walk through together that will help facilitate understanding of Pardot or HubSpot features and recommended best practices, and which will assist in the process and get everyone on the same page with regards to data architecture, goals, campaign process, task sequence, responsibilities, expectations, timelines, etc.
Typically, for new implementations you’ll have your first campaigns running within 45-60 days and the full onboarding process completed within 60-90 days (depending on the package/plan selected).
We work with Pardot and HubSpot end user organizations of all sizes, plus we often work with Salesforce Partners and Solution Providers as their Pardot Experts.
Meet the Founder
Jeff’s Bio
Jeff has developed several industry leading and proprietary methodologies proven to enhance and extend the out-of-the-box functionality of Pardot to provide much more value and ROI from Pardot and Salesforce.
Client Testimonial by
Kate Van Gorden, Marketing Manager | Syncroness
We worked on a Pardot and Salesforce Managed Services agreement with Syncroness for about 8 months helping to align their Lead Management processes between Marketing and Sales, and to demonstrate marketing influence via ROI reporting on net new revenue from lead generation marketing efforts.
"Thank you for all you do for ADF. We are seeing improvement in year to date numbers for email cultivation. The revenue is up 67% and the number of gifts up 90%.”
"OBC checked all the boxes for us. The flexibility of their pricing plans was also a big plus for our needs. I couldn’t be happier with the results. We got everything I'd hoped for done in about half that time, which allowed us to really dive into some more advanced Pardot work. I’m just absolutely thrilled with what we accomplished in such a short time."
“Jeff is a consummate professional and understands the sensitive database and sync interactions between Salesforce and Pardot better than most "experts" in the field. He was instrumental in the system ops setup at Roostify, working cross-functionally with sales, marketing and operational leadership to ensure the lead funnel was fully optimized. I wouldn't hesitate to recommend Jeff for any marketing automation task.”
“Your level of knowledge has been great from a consulting side because you understand how we work. You've been able to understand our challenges with unique solutions based on your knowledge of how each different platform works and how they can potentially work together. While you are remote you seem to be pretty responsive to be able to get things done when we need it.” -->Client Video Testimonial
“Jeff and Optimal Business Consulting helped us think through the strategy for our lead generation process. From connecting our Salesforce and Pardot instances, mind mapping our MQL journeys, and training our employees, Jeff became a member of our marketing team. I am happy to recommend him as a Salesforce expert for those looking to think through a strategy and implement the technology to make it possible.”
Mission
We love business and we love to help people and to solve problems, so…
Our mission is to help good companies become great companies by cost effectively scaling to the next level with marketing automation, process optimization, and revenue attribution helping our customers realize ROI from their marketing stack so their businesses can grow.
And to have fun doing it 😉
Approach
Expertise: Several years of Pardot Marketing Automation Consulting experience with consultative approach to help put lead management and nurturing systems in place using proven best practices.
Attitude: We approach every customer project with an ‘always learning’ attitude and apply our modern, data-centric technology driven approach to provide our customers with the competitive edge they need and the opportunity to grow!
Ownership: Our customer’s success is our success! So we are always looking after our customer’s best interests as if we were a main stakeholder or owner in their business. Decisions need to be made with the specific circumstances of the customer in mind; a particular solution that worked well before may not be the best approach in every case. This approach allows us to keep a proper frame of mind when considering decisions on customer projects…would we do it this way if it were our company and if it would directly impact us as if it were our business?
Business Case: We also approach things from a practical business standpoint. What is the business case? Does it make sense to do it this way? Can we automate this step or process for a better long term result?
History
Established as Digital Marketing Agency ‘Mile High Marketing‘ in 2009, we rebranded to ‘Optimal Business Consulting, LLC’ in mid 2018 as a Colorado Business Consulting Agency specializing in Pardot Email Marketing Automation.
We were unhappy with the cookie-cutter status quo of the marketing agency landscape, so in 2009 Mile High Marketing was established as a digital marketing agency in Denver, Colorado. With our goal being to help our customers reach their full potential with the marketing tools available at the time, we focused on Marketing Consulting to businesses with an emphasis on WordPress website development.
In 2018, we realized too many businesses were not getting enough usefulness out of their Salesforce technology stack for marketing and sales, often despite huge capital investments. So we rebranded to Optimal Business Consulting and shifted our focus to the Salesforce.com ecosystem with a special focus on the Pardot Marketing Automation platform. Since that time we have served many happy customers within diverse industries as an extension of their team as their Pardot Marketing Automation Experts!
Values
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What work arrangements do you offer?
- 1099 / W2
- C2C Corp-to-Corp
- Hourly
- Monthly retainers
- Monthly subscriptions for Managed Services
- One-off items/options
- Project work
- Purchase items through ecommerce
- Staff augmentation
What types of working relationships do you value?
- End user companies/organizations of all sizes
- Agencies (marketing and Salesforce)
- Business partners
- Entrepreneurs
- Independent contractors
- Marketing professionals
- Salesforce Partners / Solution Providers / ISVs
- Salesforce reps
- HubSpot reps
- Staffing agencies and recruiters
- Technology professionals
Years Consulting Experience
Pardot Projects
Certified Pardot & HubSpot Consultants
Years Business Experience
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