CRM & Automation Columbus Ohio
Better Processes for Stronger Customer Relationships
Streamline your company’s day-to-day tasks and better understand customer interactions with customer relationship management (CRM) and marketing automation technology.
Too much data, too little time to see what it all means?
Growing businesses are often overwhelmed with managing customer data and building the right customer relationships. With so much technology to juggle, it’s easy to get lost in the weeds and frustrated.
But with the right CRM and automation technology, you can streamline your workflow and save time and money, while gaining actionable insights.


You shouldn’t have to sacrifice customer service because of inefficient processes.
Let us help you take control of your customer relationships with our powerful CRM and marketing automation solutions.
Our technology provides you with the time and information you need to efficiently manage sales and marketing projects, customer service processes, and better address your customers’ needs.
Data Management and Meaningful Engagement: You Can Have Both
Streamline your internal processes and gain the time and information you need to better serve your customers. Our agency in Columbus, Ohio, helps manage customer data so you’re able to engage with your customers in a meaningful way.

Minimize Cost
An automation of key processes helps reduce data entries. An improvement to marketing campaigns which lead to an increase in sales and a higher conversion rates, which in turn save on marketing and advertising costs.

Customer Satisfaction
A thoughtful and effective CRM and automation technology helps you keep track of important customer interactions and their preferences, making for a more personalized service and an overall better customer experience.

Efficiency
By automating lead capture, contact management and any follow-ups, your team can spend less time on “mundane” tasks. This can also help your sales and marketing teams work better together and much more efficiently as all customer data will be in one location.

Scalability
Makes processes easier to replicate, which makes it simpler to grow your business more quickly and effortlessly. This also gives your team the flexibility to tailor a integration to fit the specific needs of a new customer.
It’s easy to get started with a comprehensive CRM automation technology.
Getting up and running with a CRM and marketing automation system is easier than you may think. Just reach out to us so we can support your goals, define your target audience, and get started with your system implementation!
Step One
Discovery
Let’s discuss your marketing and business level goals. Will a newsletter-style email get the conversions you need, or is a drip campaign better? Our team will address your company’s needs and challenges to determine the best solution.
Step Two
Research
Our agency collaborates closely with you to determine the right vehicle, project scope, budget and timeline. Our team drafts and designs the emails, newsletters, ads or landing pages that get your sales funnel filled.
Step Three
Implementation
Once KPIs are determined, we launch and monitor your campaign, gathering performance data using sophisticated analytics tools. Our reports keep you informed so you’re able to respond to customer dynamics that impact your sales and business.

Get smarter about your customers and your business.
Feel confident your business is on track to meet its goals and its promise to customers with well-executed CRM automation campaigns that boost your team’s efficiency and morale, and allows you to keep better track of customers’ buying habits. Definitely the smarter way to work!


Too few emails, too many, or just too off the wall won’t cut it with customers.
People want to feel like their conversations with your business are meaningful, not just robotic. So if your CRM and automation campaigns are poorly executed, it can give customers a bad impression of your business.
If your customers receive too many emails, not enough information, or emails that don’t address their needs, they’re much more likely to unsubscribe than make a purchase.

Let’s unlock your brand's potential together.
Schedule a discovery call today to share your digital marketing and design goals and see how Social Firm can help.
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Need help with your CRM automation, or other digital marketing or design services? We have you covered.
Our versatile experience as a digital marketing agency in Columbus, Ohio, enables us to create pragmatic solutions and campaigns that genuinely have the power to transform businesses into something spectacular by attracting new customers, inspiring existing customers, and driving new possibilities.

Display Advertising
Visually represent your brand message in front of the right consumers at the right time with digital display advertising.

Search Engine Marketing
Get to the top of the search results immediately with PPC, or Pay-Per-Click digital marketing services like Google Search Ads (formerly AdWords) or Bing Ads.

Search Engine Optimization
We strive to get your website search results listed on page one organically for all your chosen SEO or search engine optimized focus key terms.

Graphic Design
Branding and marketing materials that truly convey your message clearly and effectively for any medium.

Review Management
Increase credibility by getting your reviews above 4 stars or better with the use of custom email and text campaigns.

Website Design
Online success always starts with a great website set up to convert visitors into paying customers. All Social Firm websites are mobile responsive and set up to convert your digital marketing and advertising efforts.

Social Media Advertising
Generate qualified leads and loyal fans by placing highly targeted ads on Social Media platforms like Facebook or LinkedIn.

Retargeting Advertising
Stay in front of your customers, even after they leave your website with this powerful top-of-mind digital advertising tactic.

Email Marketing
Connect more personally with your audience and expand your reach with meaningful email marketing.

Logo Design
Define your company’s appealing voice and unique personality in less than an inch of space with a truly compelling logo design.

Content Marketing
High-quality blog content that boosts organic website traffic through the use of crafted content calendars and A.I. driven SEO software.

Listings & Location Management
This powerful SEO tactic is perfect for businesses with one or multiple locations. Organize, optimize and maintain your location listings across the web.