Concept Services

We Could Not Have Done It Without Concept

Earlier this summer, we decided to transition from Salesforce to HubSpot, which made a lot of sense for our small sales team of three. However, we quickly realized that we were unprepared for the complexities of migrating our CRM data. After speaking with several migration providers, we chose Concept, and they definitely delivered. The team at Concept had a wealth of experience with CRM migrations, and it only took them about a quarter of the time it would have taken us to set everything up. We simply didn’t know what we were doing in the CRM migration space, and Concept guided us every step of the way. Over the course of three weeks, we worked closely with them, and once we were ready, we went live. After going live, our sales team immediately began using HubSpot, and when we encountered issues or questions, we were able to quickly reach out to our account manager, Hayden Grover. This ongoing support in the weeks following the go-live was invaluable. While the actual data migration is crucial, the continued support afterward is equally important to ensure users can address issues or problems as they arise. Our agreement with Concept lasted about seven weeks, and by the end of it, we felt confident managing HubSpot on our own. We couldn’t have gotten to that point without Concept’s expertise on the front end. They did a tremendous job for us, and we’re incredibly grateful for their assistance. Barbara Cataneo Vice President of Sales Refrig-It and Trilogy Warehouse Partners

Excellent Service by John Tabita

We at Braiding Knowledges Canada had an excellent experience with John Tabita from Concept during the HubSpot onboarding training! John went above and beyond to ensure that every session was productive and tailored to our needs. His in-depth knowledge and expertise made the learning process seamless, and I truly appreciate all the guidance and teachings he provided. I can highly recommend John for training on HubSpot.

A Great Onboarding Experience

We partnered with Concept for onboarding with HubSpot's Sales Hub. Joe from Concept was incredibly helpful and knowledgeable. I would highly recommend them. If we take on any new HubSpot products we will be returning to them.

Hayden is amazing

The services provided by Concept were top-notch due to the efforts of Hayden Grover. He took his time, allowed us to be flexible in our advanced support needs, and expanded our CRM capabilities in many ways. Thank you for your help and we look forward to working with you again at some point in the future!

Thank you John!

John helped my company and I take full advantage of HubSpot, everything from email marketing to website migration and branding. Without his help I wouldn't have been able to use HubSpot to its full potential, John broke down what to do for connecting everything along with api help for the future of our company.

Customized training plan touched on all of our biggest needs.

We worked with John on our HubSpot implementation. He created a training plan that took our goals and HubSpot knowledge into account, and covered any topics that came up in between sessions for us. He reached out to HubSpot help on our behalf to look into issues we were having that were out of the ordinary and even created videos for us to refer back to on a few topics that were not covered during our in-person sessions. John was a great resource for us as we ramp up our HubSpot use. He's gotten us off to a great start! Thank you!

Excellent strategic partner!

We've been working w/ Concept for several years and their depth of knowledge across CRM/Martech continues to impress. From process improvement to implementation we couldn't have asked for more in a strategic partner.

Exceptional strategic partner

We've partnered with the Concept team for nearly two years, and their extensive knowledge and expertise in HubSpot and other platforms like Salesforce is impressive. They have a solid grasp of how our various Martech stack components work together and consistently offer proactive solutions. Since teaming up with them, our systems and processes have significantly improved. Truly an amazing team.

Incredible group of people.

We were referred to Concept during our onboarding with HubSpot. That went so well that we decided to engage their digital marketing services, as well. The return has been much, much better than expected. We have since expanded our scope of work with them even further. Highly recommend the Concept Team.

Great experience

Great experience working with John on onboarding Sales Hub. We look forward to working with Concept as we expand our use of HubSpot.