CRM Consultants & Implementation Partners in Columbus, OH
There are 2 CRM consultants listed in Columbus, 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.
NuGrowth Solutions, LLC
NuGrowth Solutions, which brands itself as nuGrowth, is a Columbus, Ohio business development firm. Its core offering is outsourced sales and marketing, sold as "Sales as a Service." It is not a pure CRM consultancy. CRM administration and design are built into its engagements, and that work is aimed at one goal: winning net new business for client companies.
Buyers looking for a partner that can both set up a CRM and run the outreach that fills it may want to consider the firm.
How the engagement model works
The company frames its work around a measure it calls ROSI, or Return on Sales Investment, and it has a proprietary approach it calls the ROSI Apparatus. On its homepage it publishes aggregate client results showing returns rising sharply from the first year of a partnership to the fifth.
The message to buyers is that the relationship is meant to last several years, not to be a short project. Under this model, nuGrowth supplies a dedicated team that combines several functions. Its CRM and market research staff gather and manage prospect data. Marketing specialists build go-to-market campaigns and outreach content.
Experienced sales reps carry out the strategy and help train the client's own sellers.
CRM and Salesforce capabilities
Salesforce is the platform the firm discusses most. Its in-house Salesforce administrators moved the Sales as a Service operation from Salesforce Classic to Lightning. They also build client-specific customizations, including:
- Reports on handoffs between outreach and client sales teams
- Tracking of call cadences and outreach attempts
- Analysis of campaign effectiveness
- Monitoring of how prospect lists progress
- Enhanced dashboard reporting for pipeline visibility
The company has published guidance on planning a Salesforce implementation, written with one of its CRM administrators, that explains why many CRM rollouts fall short. Its articles also cover CRM management, territory management, lead scoring, marketing automation with tools such as Act-On, and linking CRM data to content marketing so campaign results can be measured over time.
Services in practice
Apart from CRM work, nuGrowth's services cover the wider sales development process:
- Outsourced business development and appointment setting
- Lead generation and lead management
- Territory planning and sales process design
- Market research and data management
- Marketing campaigns and content creation
- Training and coaching for client sales teams
Team and what sets them apart
The firm has distinct roles for platform work. For example, a Director of Platform and Content Services oversees the CRM, marketing automation, website and content teams that support each engagement. A Director of Business Development has written about building outreach programs in stages.
Those stages start with good data and tools, then move to testing messaging and KPIs one change at a time, and finally to investing and scaling. Most CRM implementers hand over a configured system and leave. nuGrowth's distinguishing feature is that its own reps work in the CRM it configures every day.
Buyers who mainly want a standalone CRM implementation, integration or licensing partner should confirm with the firm whether it takes on CRM-only projects outside its outsourced sales programs.
Columbus, OH 43228
Social Firm
Social Firm is a digital marketing and web design agency based in Columbus, Ohio, serving businesses across Central Ohio and beyond. It is not a dedicated CRM software reseller or systems integrator; instead, it treats CRM and marketing automation as one component of a broader, full-service growth program that also covers advertising, search, content, websites and branding. Buyers who want CRM work tied closely to lead generation and customer communication may find that integrated model useful.
CRM and Automation Within a Marketing Program
Among the offerings grouped under the agency's digital marketing practice is a CRM and automation service. The firm positions it as a way to automate routine CRM activity so that clients can gather and interpret customer data more effectively and keep in touch with prospects in a relevant way at each stage of the buying cycle. Several related services sit alongside it and feed the same customer relationship goals:
- CRM and marketing automation
- Email marketing, including personalized and automated campaigns with engagement and conversion tracking
- Review management, covering the solicitation, collection and analysis of customer feedback
- Location and listings management for accurate local business profiles
- Search engine optimization and generative engine optimization for visibility in AI-produced answers
- Content marketing and strategic planning
- Paid digital advertising across search, social, programmatic, streaming TV and retargeting channels
The agency does not name specific CRM platforms on the pages reviewed, so prospective clients should ask directly which systems the team configures and supports.
How Engagements Work
New relationships typically begin with a discovery call, which the firm pairs with a complimentary audit and a tailored estimate and plan. From there the team defines target audiences, agrees on goals and budgets, and builds a strategy before its strategy and design staff carry out the work.
Measurement is the final stage, with analytics and benchmarks used to judge whether marketing spending is producing returns. On marketing engagements, research into the competitive landscape comes first. The company also runs a support portal for marketing, design and website clients.
Web, Design and Advertising Capabilities
Beyond marketing, Social Firm builds fully managed, mobile-responsive WordPress websites designed with conversion and SEO in mind. An in-house content team writes site copy using a story-driven framework, sites are developed in a staging environment to avoid downtime, and the agency offers hosting and ongoing maintenance. Its creative group handles logos, brand guidelines, marketing collateral, advertising design and brand strategy.
On the paid media side, the team reports holding LinkedIn advertising certification and runs campaigns on Google, Bing, Facebook, Instagram, Yelp, Spotify and Amazon.
Clients and Background
The firm's portfolio features Central Ohio organizations such as Rockford Homes, Sports Imports, The Tradesmen Group, Libertas Wealth Management, Nicotera Wealth Management, Pension Design Group, Ketchum & Walton, Patriot Air and Forever Friends, spanning home building, automotive, trades, financial services and other sectors. Published Google reviews from clients highlight the team's communication, website work and SEO leadership.
For buyers comparing CRM partners, Social Firm is best suited to organizations that want customer data, automation and email nurturing handled by the same group running their website and digital advertising.
2nd Floor
Columbus, OH 43203