CRM Consultants & Implementation Partners in Cleveland, OH

Devs United is a Salesforce consultancy whose work centers on marketing technology and AI. It operates as part of the Marcus Thomas agency family and lists a United States office in Cleveland, Ohio, along with teams in Argentina, Chile and Mexico. The firm suits organizations that want Salesforce to power customer engagement across marketing, sales and service. Its strongest focus is Marketing Cloud, Data Cloud and the newer Agentforce tools.

Services and platform focus

The company covers the full span of a Salesforce engagement, from first setup to advanced custom builds. Its published offerings include:

• Agentforce implementation and marketing-focused Agentforce activation
• Data 360 (Data Cloud) activation and AI-driven personalization across Salesforce and Marketing Cloud Engagement
• Sales Cloud and Service Cloud implementation
• Marketing Cloud onboarding, covering roles and permissions, data migration, email templates and IP warmup
• Marketing Cloud audits with recommendations tied to client goals
• Custom preference centers with support for multiple brands and languages
• Integrations linking Marketing Cloud to Sales Cloud, third-party CRMs such as Dynamics and Sugar, and DAM or CMS tools like Adobe Experience Manager
• Custom Journey Builder activities, HubExchange apps, AMPscript development and WhatsApp messaging
• Tableau Next and Salesforce Intelligence activation

Its developers also build web and mobile applications on platforms such as Sitecore, Umbraco, Kentico, .NET, Xamarin and NodeJS. This is useful when a campaign needs custom web pages or deeper technical work outside Salesforce.

How they work with clients

Devs United organizes engagements around four phases. The first phase clarifies objectives and audiences and sets out a roadmap. Next, the team configures the Salesforce account in short, lean iterations. After that, client staff receive training so they can run the platform themselves. Later work builds on that foundation, pairing Salesforce skills with digital marketing know-how.

Client testimonials describe an Agile delivery style in which the business side keeps ownership of the backlog. Clients also note that the team can change direction quickly when priorities shift, and that it takes part in campaign strategy rather than simply carrying out requests.

Industries and clients

Feedback on the site comes from manufacturing, financial services, retail, and healthcare and life sciences. The quoted clients are based in the United States and Chile. One financial services client describes how the team reworked more than fifteen live journeys to exclude certain contacts. The firm also maintains a profile on Salesforce AppExchange.

Background and credentials

Devs United reports roughly ten years of Salesforce work and about 150 completed implementations. In 2018 it joined Marcus Thomas LLC, a Cleveland agency with close to 300 staff across Ohio, Buenos Aires and Santiago. The founders are Pato Sapir, a senior solutions consultant based in Cleveland, and Agustin Rodriguez, who leads delivery from Argentina.

Jen Timmerman runs operations and partnerships, and Pablo Salazar serves as vice president in Chile. The firm reports more than 90 credentials held by 35 certified staff. Its people include three Salesforce Marketing Champions and one Salesforce MVP, which are community recognitions that Salesforce awards to individuals.

The wider bench includes solutions architects, technical architects, developers and practice managers who specialize in Agentforce, Data Cloud and Marketing Cloud.

Strategic 7 Marketing is a Cleveland-area agency that presents itself as a HubSpot partner. It pairs marketing strategy with the sales-side systems that track and nurture prospects. For buyers comparing CRM consultants, its relevance is a dedicated HubSpot consulting practice that sits alongside lead generation, lead management and email marketing work. As a result, the platform is set up as part of a broader growth plan rather than as a stand-alone software project.

Who They Serve

The firm concentrates on business-to-business organizations, with particular depth among accounting practices and other professional services companies. That focus traces back to its origins. It works with clients across the United States from its Northeast Ohio base. Companies that sell complex services through relationships, referrals and long sales cycles are the clearest fit for its approach.

CRM and Marketing Services

Its CRM-related work centers on HubSpot and is supported by adjacent disciplines that feed contacts and data into the system:

• HubSpot consulting
• Lead generation and lead management
• Email marketing
• Business development support
• Strategic marketing planning
• Website design, development and accessibility
• Search engine optimization, digital advertising and social media
• Branding and content development

The agency also lists AI optimization and trade show marketing among its offerings. Prospective clients can start with free website, SEO and pay-per-click assessments.

How They Work

Engagements begin with the client's goals. The team first clarifies objectives, then builds a marketing plan that spells out which strategies and tactics will be used to reach them. Its stated method has four steps: identifying the audience, shaping the message, choosing the approach and measuring outcomes. The firm openly discourages one-off design requests.

It prefers ongoing relationships in which it learns a client's business before recommending tactics, and it describes itself as working like an embedded part of the client's own marketing staff. Its emphasis on tying marketing activity to sales results, qualified leads and demonstrable return on investment is where the HubSpot work fits most naturally.

Background and Team

The agency started in 2006 as the in-house marketing group of Skoda Minotti, an accounting and financial advisory firm. After the group rebranded its parent, outside clients asked for similar help, and the unit grew into an agency operating within Skoda Minotti. When that firm merged with Marcum LLP in 2019, the team continued as Marcum Strategic Marketing.

It spun out as an independent company in 2021 under the Strategic 7 name. The staff of about a dozen is led by President Jonathan Ebenstein. It includes specialists in client services, account management, digital marketing strategy, full stack engineering, creative and art direction, content, and public relations, among them David Wasserstrom, who holds the APR credential.

The company also runs a community giving program and publishes a website accessibility statement.

Overview

VividFront is a Cleveland-based digital agency that combines marketing strategy, website engineering, branding and podcast production under one roof. For buyers evaluating CRM partners, the most relevant part of its lineup is a dedicated HubSpot practice. The site lists it among the firm's core service areas, next to marketing, web and branding work. The agency mainly targets mid-sized companies that want a single team to handle strategy, design, development and campaign execution, instead of coordinating several separate vendors.

CRM and Marketing Technology Work

The HubSpot offering sits inside a broader approach that ties customer relationship tooling to lead generation, website performance and reporting. The agency calls itself platform agnostic. In practice, that means it recommends whichever technology gives a client the strongest outcome rather than steering every account toward one stack. The pages reviewed do not spell out the scope of its HubSpot engagements. Buyers should ask directly about setup, data migration, integrations and ongoing administration.

Related capabilities that often connect to a CRM rollout include:

• HubSpot services
• B2B marketing for long, complex sales cycles and niche industries
• B2C marketing aimed at faster purchase decisions
• Custom websites on WordPress, Shopify and headless CMS architectures
• Custom web applications and UI/UX design
• Branding and podcast production

How They Work With Clients

VividFront prefers ongoing, integrated relationships to one-off assignments, with one team owning strategy, creative, development and marketing together. The company says it avoids pitching services a client does not need, and it stresses careful planning, execution and transparent reporting. After a website launches, the team continues with support and optimization work. Client testimonials on the site highlight responsiveness, collaboration and attention to detail, and several describe long-term relationships.

Industries and Experience

The firm deliberately avoids specializing in one niche. It reports experience across nearly every sector, in both business-to-business and consumer settings. Featured projects include:

• A full-funnel marketing program for Green Paper Products
• A website redesign and marketing plan for the Josh Bersin Academy
• An interactive knife finder application for WÜSTHOF
• A headless rebuild for Satechi
• A custom checkout for fiber provider Snip Internet
• Branding and go-to-market work for manufacturing software company Docket

Other named clients include Northeast Ohio Eye Surgeons, Dean Supply, Hahn Loeser & Parks LLP, Gabriel-Glas and Berenzweig Leonard LLP. Together these span healthcare, legal, manufacturing, ecommerce and education.

Team and Background

VividFront operates from an office on Sumner Avenue in Cleveland. Its leadership was developed internally and includes founder Andrew Spott, CEO Lisa Perry-Kovacs, President Madison Riddell and CTO Joseph Testa. The company's stated values are putting the team first, taking the high road, entrepreneurial spirit, fostering flow and leading with empathy.

It also produces a podcast featuring business and marketing leaders. The agency suits organizations that want HubSpot work closely tied to web development and campaign strategy. Companies seeking a CRM-only consultancy should confirm the depth of its platform expertise before engaging.