CRM Consultants & Implementation Partners in Cincinnati, OH
There are 2 CRM consultants listed in Cincinnati, Ohio. Each listing shows the firm's background, address, phone number and website so you can compare your local options before you reach out. You can also browse CRM consultants across Ohio or see CRM consultants nationwide.
Holland Adhaus
Overview
Holland Adhaus is a full-service marketing and advertising agency headquartered in Cincinnati, Ohio. Its offices are in the historic Cable House on Gilbert Avenue, a building that dates to 1870. For buyers comparing CRM partners, the main point is that the agency combines a long marketing history with a dedicated HubSpot practice.
It describes itself as a Gold Certified HubSpot Solutions Partner. It helps organizations set up the HubSpot platform, plan how customers move through it and build automation inside it, alongside its creative, web and media work.
CRM and HubSpot services
HubSpot onboarding and implementation is one of the core services on the agency's menu. Its HubSpot specialists write about practical topics on the company blog. These include setting up a new account properly from the start, keeping CRM data clean, and getting marketing and sales teams to share one view of their prospects.
They also cover why HubSpot projects can lose momentum after launch. That focus suits companies that need a defined sales process that reps actually follow, and leaders who want clear reporting on how leads become closed deals. Typical CRM work includes:
- Initial HubSpot setup and onboarding
- Mapping the customer journey and building automated workflows
- Cleaning up CRM data and aligning teams around one shared system
- Customer attribution and funnel reporting
- Connecting HubSpot with websites built by the agency's developers
Broader marketing capabilities
Because CRM is one part of a wider service mix, clients can work with a single team on the systems and on the campaigns that feed them. The agency offers website design and hosting, search and answer engine optimization, digital advertising, traditional media, brand development, and video and photo production.
It is also a Google Partner and runs paid search audits and campaign management. This can help when a buyer wants lead capture, advertising and CRM tracking planned together rather than handed between separate vendors.
Industries served
The firm says it avoids one-size-fits-all programs and organizes its expertise by sector. Its listed specialties are:
- B2B companies with longer, more complex sales cycles
- Manufacturers
- Home services businesses
Third-party listings also mention healthcare and legal marketing. The agency works with both business-to-business and consumer brands.
Background and team
The company's history goes back to 1937, when William F. Holland founded the agency. Three generations of the Holland family ran it over the following decades. Early milestones include running its own recording studio in the 1940s and producing one of the first local programs on a Cincinnati television station.
Later, it was recognized as the oldest family-run ad agency in Cincinnati and then in the country. Paul Frodge, the current President and CEO, bought the business in late 2017 and built a new team for a range of specialties. In 2018 the firm acquired Search Engine Experts, a search marketing company it had previously partnered with.
It took the Holland Adhaus name in 2020. The agency describes itself as a long-established company with a recently assembled staff. It now pairs traditional advertising experience with HubSpot certification, and it has been recognized in a Cincy Magazine business awards program. Buyers in the Toledo area should note that its only listed office is in Cincinnati.
Suite 204
Cincinnati, OH 45206
Prolocity
Prolocity is a Salesforce consulting partner based in the Cincinnati area that works mostly with nonprofits. It helps charities, food programs and faith communities set up and improve their Salesforce systems. Its work centers on making the CRM fit how each organization runs, so staff spend less time on admin and more on programs, fundraising and service.
Buyers looking for a partner with deep knowledge of the social sector will find that most of its practice is built around this kind of work.
Who They Serve
The firm focuses on four main types of mission-based organizations:
- Human services agencies
- Food insecurity groups, such as food banks and meal providers
- Faith-based organizations
- Health and wellness nonprofits
Clients named on its site include the United Methodist Church, Meals on Wheels Health and The School for Field Studies. Its case studies cover Gift of Hope, Youth Guidance, United Methodist Church Communications, Central Pennsylvania Food Bank and Mission: St. Louis.
CRM Services and Platforms
Prolocity works across many Salesforce products, so one partner can handle several parts of a nonprofit's system. Its consultants cover Nonprofit Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud and Data Cloud. They also work with Slack, Tableau for reporting and MuleSoft for connecting other systems.
The firm says these projects help organizations run more smoothly, strengthen their programs, keep donors engaged and use their data to make better decisions. For groups fighting hunger, it offers MealForce by Prolocity, a Salesforce product made for food programs. After launch, its PROserve managed services provide ongoing support and improvements.
How They Work With Clients
Client feedback on the site suggests a team-based approach. One IT director said the consultants took time to learn her organization's needs before proposing solutions. A meal-delivery client said the team felt like part of her own staff and stayed focused on the wider goals of the project.
The School for Field Studies described a complex, heavily customized database that finished its first phase on schedule and planned to continue into later phases with the firm. Projects often start with a discovery call, and longer support is available through managed services.
Background and Credentials
Prolocity was founded in 2010, according to its Salesforce AppExchange listing. The listing also shows it as a Summit Partner, the top tier of Salesforce's consulting partner program. Its main office is on the northeast side of Cincinnati, and some of its pages also list an office in Covington, Kentucky.
The firm runs a Talent Accelerator Program to train new Salesforce professionals and a giving program called Prolocity Gives. It also publishes blogs, webinars, case studies and a newsletter called The PRO Download. For buyers comparing CRM partners, its main strengths are a narrow nonprofit focus, a food-program product, coverage of many Salesforce products and ongoing managed support.
Suite 305
Cincinnati, OH 45236