Services
Our services and capabilities run the gamut, offering your teams as little or as much support as you need.
At Bridge Builder, we provide…
crm support
We provide hands-on primary and/or back-up support for your existing CRM Administration team, including resource training, solution enhancements, and expert advice.
Marketing Automation Support
We augment your marketing team’s operational activities in marketing automation tools.
Full System
Implementation
We also offer end-to-end implementation from ideation, business and technical evaluation, all the way through to post-launch implementation.
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01ideation
We work with clients of all sizes and from all industries to brainstorm potential solutions for the challenges they face, independent of what technology they might be exploring. We love this process: we learn about your organization and you learn about us as potential partners.
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02business & tech evaluation
Once you know your business goals, we help you understand how to optimize your existing technology stack and/or evaluate new options you aren’t sure about. We can do a preliminary feasibility review to give you the “readers digest” version, or perform a deeper dive that allows you to evaluate many options prior to committing to concrete next steps in your process.
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03Development & Launch
Our team is ready to build a solution your team can leverage and benefit from on Day One. We have optimized our processes so we can optimize yours. Our team diligently covers all process areas needed to build a solid foundation from which to operate, while ensuring our workshop and meeting footprint remains small (and cost effective!). Our goal isn’t to overwhelm you, it’s to walk you through development and implementation step-by-step so you feel empowered throughout the process.
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04post-launch stabilization
Despite all of the preparation prior to launch day, it is difficult to get everything right, and hiccups are bound to occur during the first days and weeks after launch. This is normal. We don’t throw solutions over the wall at our clients and run away, we are partners in the true sense of the word. The Bridge Builder team is prepared to support your transition into that new world until true stabilization is achieved.
Solutions We Support
Additional solutions
Zapier, Outreach, Bizible, Cloudingo, and more…
CRM Consulting: Key Questions and Solutions
CRM systems automate routine tasks, provide real-time insights into sales pipelines, and streamline communication with prospects.
Integration allows seamless data flow, improves lead nurturing, and enables tracking marketing efforts directly within the CRM.
A CRM audit evaluates current processes, data hygiene, and system functionality to optimize its performance and align it with business goals.
Salesforce offers robust customization, automation tools, and third-party integrations, enabling tailored solutions for complex workflows.
Factors include scalability, integration capabilities, customization options, and the specific needs of your sales, marketing, and service teams.
Automation reduces manual tasks, increases productivity, and improves customer experience by enabling personalized communication at scale.
Yes, integrating CRM with ERP systems helps sync customer data, streamline workflows, and provide a holistic view of business operations.
A secure CRM ensures customer data protection, complies with legal regulations (e.g., GDPR), and maintains client trust.
CRMs help track customer interactions, identify engagement patterns, and create personalized retention strategies.
It includes needs analysis, system customization, data migration, user training, and ongoing support to ensure long-term success.