CRM Consultants & Implementation Partners in Palatine, IL

Nancy Burgess Strategic Marketing Inc. is a digital marketing agency in Palatine, Illinois, in the Chicago suburbs, and it works with clients across the United States. It focuses on small and midsize businesses (SMBs). Within a wider set of marketing services, it helps clients set up and improve CRM systems and sales and marketing automation.

Buyers looking for a CRM partner should know that this is a marketing-led firm. It treats CRM as one part of a connected growth strategy rather than as a standalone software project.

CRM and Automation Services

The agency's CRM and automation work is meant to stop prospects from being lost after first contact. It sets up automated lead tracking so every inquiry is recorded and followed up. It also builds personalized nurturing content that moves buyers through each stage of their decision, and it designs automated workflows that keep sales moving while owners run the business.

Its content team supports this work by writing email sequences meant to nurture leads and convert them into customers. The firm also helps with platform integration, accessibility, and connecting marketing technology. Other IT firms, marketers, and web design studios sometimes hire it for this work.

• CRM optimization and automated lead tracking
• Sales and marketing automation workflows
• Email nurture sequences and personalized content
• Martech and platform integration
• Website design, SEO, and visibility in AI-driven search
• Branding, logos, and messaging
• Strategy workshops and marketing plans

How They Work With Clients

The firm says it does not use one-size-fits-all programs. It starts by working with each client to understand their goals, then suggests options and agrees on a plan with the client. Unlike advisors who hand over a plan and leave, the agency stays involved and carries out the work it recommends. Clients deal directly with the leadership team.

The firm describes itself as nimble, without the layers of approval or the overhead of a large traditional agency. For businesses that need a direction first, its Spark! Strategy Workshops come in Silver Starter, Gold Standard, and Platinum Plus versions.

They cover personas, competitive landscape, situational analysis, and brand positioning, and the top tier adds a high-level plan with tactics and timelines.

Industries and Clients

Its SMB clients come from many sectors, including manufacturing, healthcare companies and medical practices, other web designers, and both B2B and B2C firms that operate locally or nationally. Published testimonials come from a cheesecake maker, a party business, a chiropractic office, a healthcare consultancy, an unemployment consulting firm, and a home care provider. One reviewer notes the owner's skill with tools such as HubSpot, WordPress, and inbound marketing.

Background and Differentiators

The business is led by its owner, Nancy Burgess, who brings corporate and agency experience. The team states that it holds certifications in internet marketing, social media, email, inbound, and content marketing. It extends its capacity through a network of partners that includes graphic designers, photographers, web coders, and automation specialists.

Add-on services such as PR, social media, video, and digital advertising are offered only together with its core work. The firm combines CRM automation with SEO, content, and web design, so it may suit SMBs that want lead management connected to the marketing that brings leads in.

It says it uses AI where it saves time but relies on human judgment for brand voice.

Overview

The JRB Team, Inc. is a privately owned consulting firm based in Palatine, in Chicago's northwest suburbs. It combines sales, marketing and technology expertise in one team. The firm has operated since 2013 and works mainly with smaller and mid-market companies and entrepreneurs. These clients want enterprise-grade sales and technology help without the cost and effort of hiring full-time staff.

For buyers comparing CRM partners, the key point is that JRB treats CRM work as one part of a wider revenue-growth engagement, not as a standalone software project.

CRM and Sales Technology Services

JRB lists a group of CRM-related offerings within its strategy and creativity practice areas. The focus is on shaping a CRM around how a client's team actually sells and helping staff use it consistently. Published CRM and related services include:

• CRM customization and tailored CRM work processes
• Training staff on CRM best practices
• Ongoing CRM management
• Designing customer management workflows
• Pipeline management and pipeline generation
• Building, managing and improving sales processes
• Document management, IT consulting and security and recovery support

The site does not name specific CRM platforms or vendor partnerships. Prospective clients should ask directly which systems the team supports.

How JRB Works With Clients

JRB describes a collaborative approach built on brainstorming, where team members test new ideas against proven examples to arrive at a sales and marketing plan. Engagements usually start with an audit of the client's current sales and service operations, using surveys, interviews and direct observation. Once leadership approves a direction, JRB manages the rollout through to completion.

It reviews performance metrics every three weeks and adjusts the plan based on the results. The firm also brings in outside, impartial specialists to help design an efficient operating structure. Engagement formats include enterprise sales help on demand, hourly customer management, business development contracts, campaign-based marketing and sales consulting subscriptions.

Beyond CRM

Because its CRM work is closely tied to sales execution, JRB can also provide people to work the pipeline. Sales offerings include appointment setting, cold calling, outbound prospecting, account management, inbound customer service and sales team management. Marketing offerings include brand development, social media management, PPC and cost-per-lead campaigns, market research, SEO, and website design and management.

The firm also writes sales scripts, proposals, contracts and general content. One portfolio example describes a sales process built for a growing company that reportedly led to a 48% increase in new client contracts over 18 months. Another describes a 125-page website built and managed for a business more than three decades old.

Team and Background

The firm is led by President and Team Lead Joseph Bedsole, who has more than 25 years of Chicagoland business experience and studied marketing and fine arts at Augustana College. The team also includes a principal growth architect, an IT administrator, a senior business development executive, sales and service consultants and a social media consultant.

Software consultant Jason Ziolo holds a University of Illinois computer science degree and has over 20 years in enterprise software, including system integration work. JRB's stated founding principles include candor, strong customer service, being easy to work with and a persistent, sales-driven attitude. Its site shows an excellent rating based on 12 Google reviews.