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Services

Our services and capabilities run the gamut, offering your teams as little or as much support as you need.

Salesforce and hubspot logo

At Bridge Builder, we provide…

CRM support icon

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 icon

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.

  • 01
    ideation

    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.

  • 02
    business & 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.

  • 03
    Development & 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.

  • 04
    post-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

sales-cloud
service-cloud
CPQ
einstein
marketing-cloud
pardot
Marketo
hubspot
Additional solutions

Zapier, Outreach, Bizible, Cloudingo, and more…

CRM Consulting: Key Questions and Solutions

How can a CRM improve our sales team’s efficiency?

CRM systems automate routine tasks, provide real-time insights into sales pipelines, and streamline communication with prospects.

What are the key benefits of integrating marketing platforms like Pardot or HubSpot with a CRM?

Integration allows seamless data flow, improves lead nurturing, and enables tracking marketing efforts directly within the CRM.

How do you perform a CRM audit, and what is its purpose?

A CRM audit evaluates current processes, data hygiene, and system functionality to optimize its performance and align it with business goals.

How does Salesforce support complex business processes?

Salesforce offers robust customization, automation tools, and third-party integrations, enabling tailored solutions for complex workflows.

What should businesses consider when choosing between Salesforce and other CRMs?

Factors include scalability, integration capabilities, customization options, and the specific needs of your sales, marketing, and service teams.

What role does automation play in CRM strategy?

Automation reduces manual tasks, increases productivity, and improves customer experience by enabling personalized communication at scale.

Can you integrate CRM with existing ERP systems?

Yes, integrating CRM with ERP systems helps sync customer data, streamline workflows, and provide a holistic view of business operations.

What is the importance of data security in CRM?

A secure CRM ensures customer data protection, complies with legal regulations (e.g., GDPR), and maintains client trust.

How can CRM systems help in customer retention?

CRMs help track customer interactions, identify engagement patterns, and create personalized retention strategies.

What does a typical CRM implementation process look like?

It includes needs analysis, system customization, data migration, user training, and ongoing support to ensure long-term success.