CRM Consultants & Implementation Partners in Edmond, OK

Backslash Creative is a digital marketing agency in the Oklahoma City area. It works mainly with small businesses and nonprofit organizations that lack the in-house time or skills to run their own marketing. It is not a dedicated CRM integrator. Its CRM work is part of a wider marketing practice that covers marketing automation, email programs and HubSpot. For buyers, that makes it a good fit if they want their CRM and email tools tied closely to their website, content and campaigns.

CRM and automation capabilities

The agency says it is a HubSpot Partner and points to how well that platform connects marketing, sales and service tools. Its email offering includes hands-on management of HubSpot or Mailchimp accounts. It also helps clients move past basic newsletters into drip sequences, personalization and automated workflows. Its automation service is meant to let organizations run repeatable parts of their outreach without manual effort. Mailchimp's expert directory also lists the firm as a certified Mailchimp Expert, with work on segmenting audiences, building nurture sequences and lining up email with a client's CRM.

• HubSpot and Mailchimp account management
• Marketing automation planning and setup
• Email list building, segmentation and template design
• Marketing strategy and content creation
• Consulting, training and marketing assessments or audits
• WordPress website design, hosting and ongoing maintenance
• SEO, social media, branding and online video

How engagements work

Projects start with an introductory meeting so both sides can judge whether they are a good match. Next, the team and the client agree on a written plan for improving the client's digital presence. The agency then carries out the plan and keeps adjusting it based on results. Many clients stay on for ongoing support after launch. Several testimonials describe working with the team for over ten years. For organizations that are unsure where to begin, the firm offers a free self-assessment that reviews nine areas of marketing, as well as paid audits.

Background and team

The business started in 2003 as T&S Web Design. It became T&S Online Marketing in 2014 and took the Backslash Creative name in 2023. Web design was its original focus. SEO came next, followed by branding, social media, email, video, strategy and automation. It is owned by Tim Priebe, who serves as CEO and has written books on digital marketing, and Leann Priebe, who handles finance and project management. Other team members include a marketing strategist and an editor. Outside partners help with design, photography, coding, hosting and video production.

The firm has an office in Edmond, Oklahoma, and another in Wylie, Texas, near Dallas. Its values focus on work-life balance, teamwork, continuing education and long-term client relationships. It also does volunteer work for nonprofits. Buyers wanting a full ERP-scale CRM rollout may need a specialist. However, small organizations that want HubSpot or Mailchimp run as part of a broader, managed marketing program should consider this agency.

ClearPivot is a revenue operations consultancy that helps marketing, sales and RevOps leaders get their go-to-market systems working well. Its main focus is CRM platforms, especially HubSpot, along with Salesforce. The firm designs and builds the processes, data structures and automation that connect marketing, sales, customer success and finance. It mostly works with growing companies whose CRM has become unreliable, cluttered or hard to use. Its Edmond office serves Oklahoma businesses, including established firms that want to move off older tools.

How the engagement works

Projects follow four stages. First, the team defines the target customer lifecycle. Next, it builds the systems, data and processes to support that lifecycle. Then it runs those systems and tracks progress indicators. Finally, it looks for further improvements and puts them in place. ClearPivot sees many common problems as signs of one deeper issue: the company has no shared plan for how its revenue processes, tools and teams should fit together. Examples include unreliable attribution, failed handoffs, conflicting figures across systems, broken lead routing and growing technical debt.

CRM services offered

• Solution design: lifecycle stage planning, process and system architecture maps, entity relationship diagrams, data dictionaries and written SOPs
• Marketing operations: attribution, campaign operations, lead scoring and routing, segmentation, account-based marketing, buyer intent and journey analytics
• Sales operations: territory management, pipeline governance, deal risk monitoring, CPQ, sales automation and forecasting analytics
• Data operations: governance rules, validation, deduplication, enrichment, object and property architecture, and data process automation
• AI deployment: agents and assistants that automate workflows and surface insights
• Migrations and modernization: moving historical records out of legacy ERPs or spreadsheets into HubSpot

Practical HubSpot know-how appears throughout the firm's published material. Examples include workflows that cut marketing contact costs by moving bounced, quarantined and fully unsubscribed contacts to non-marketing status. Another is a "dashboard of zero" approach to ongoing CRM data hygiene. The firm also offers free tools for HubSpot buyers, including a dummy data generator and ROI and total cost of ownership calculators. It runs a podcast and a newsletter on RevOps topics.

Background and team

Chris Strom founded ClearPivot in 2009. He started in marketing and later shifted the company toward CRM and RevOps fundamentals: lifecycles, solution design, data, analytics and automation. The team includes an account executive and a group of solutions architects. Their backgrounds span marketing leadership, finance, real estate, technology consulting and nonprofits. Specialties include HubSpot and Salesforce integrations, Pardot and HubSpot marketing automation, lifecycle design, and routing and scoring. Several team members have worked together for years. HubSpot's partner directory lists the firm as a Platinum Solutions Partner. It is also listed as a Superhuman services partner with Clay, HubSpot and Salesforce expertise.

Besides Edmond, ClearPivot has offices in Foster City, California; Centennial, Colorado; Lincoln, Nebraska; and Montréal, Quebec. Buyers get a local presence in Oklahoma backed by a distributed team that works in both English and French.