Marketing Automation & CRM Consulting Services

Advisory services with hands-on support and expertise…

when you need it!

Whether your using Pardot (Account Engagement), Salesforce, or HubSpot, or some combination, your marketing automation platform and CRM is complex, and they need to work well together. They also likely have a lot of legacy systems set up that no longer make any sense. You need to have the mess cleaned up by experts who can replace the mess with standardized systems. You probably need to have a discovery call with us to figure out how we can help, and maybe even have our experts to do a platform audit to look at everything from fields and data capture, to data syncing, to permissions, lead management process, and much more.

Our consulting services can meet your needs whether your systems have been set up for a month or several years. We can fix your problems and advise on best approach, regardless of which platform needs help.

As a premier Marketing Automation & CRM Consulting Agency, our team of expert Consultants can work with you hands-on to solve problems and create systems and process that will improve your marketing and sales operations.

Your marketing automation and CRM integration problems can be fixed by optimizing your tech stack to work well together. We work with you to discover the best approach, then we work hands-on to make substantial improvements.

Our Consulting Services can also include:

Platform audit

Our platform audit includes auditing many areas of your Marketing Automation & CRM platforms to identify any less than optimal configurations or settings. We document and review our findings with you so you can get a clear understanding of any gaps in your current setup as well as documenting any implications of certain settings plus we also include our expert recommendations for configuration settings.

Training

OBC works hands-on with you and your team right within your platform to train your team on whatever areas you need us to cover. Our team trains at the level of our audience, including up to advanced administrators, if that is what you need. As part of our training we cover best practices in many areas related to configuration, processes, workflows, operational administration and more.

“Sweat more in training, bleed less in battle.” George S. Patton Jr.

Find out how we can help

Let’s have a chat to see whether we can help. The answer almost always is that we can help you fix your near term issues, and we can also come up with a roadmap to get you where you need to be down the road so you can reach your goals.

Start the discussion

Get in touch to start the discussion.