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.

CRM and Automation Columbus Ohio
CRM & Automation Columbus Ohio

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.

Cost Effective

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

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

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

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.

CRM & Automation Columbus Ohio

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!

CRM and Automation Success
CRM & Automation Columbus Ohio

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.

Airlite Plastics

Working with the Social Firm team on this project was seamless. We worked mostly with Brandon and he somehow knew what we wanted even before we ourselves knew. We couldn’t be more satisfied with the completed project. We will definitely be using their services again in the future.

Five Star Review
Michele Stokes
Airlite Plastics

OSCA

"The Social Firm did a fantastic job helping our association clean up and refresh our social media accounts and presence. Their team was attentive to our needs and responsive to our feedback. With their assistance, our social media presence now looks more professional and our workflow in managing those accounts has improved."

Five Star Review

Shawn Grime
Ohio School Counselor Association

Boselon

"I'm currently working on two projects with Social Firm and to date can not come up with a single complaint about their ability, service, communication or character. They've been wonderful to collaborate with and have certainly earned any future business I need in the field. As my grandma would have always said, had my grandma ever dealt with them; You've always got firm footing with the Social Firm."

Five Star Review

Phill Osaka
Boselon

Advantage ELA

"Great team. We prefer our marketing team to be personal and get to know the people behind the computer helping our business grow. SEO PPC Marketing in Columbus? Nobody better!"

Five Star Review

Scott Weigand
Advantage Early Learning Academy

My Business Resources

"Working with Social Firm has been phenomenal. Matt, Jason, and everyone I've worked with on their team were exceptionally professional, creative, and fun. They were able to understand our business, our market, and our clients and in turn provided us with a website that I couldn't be more proud of. I highly, HIGHLY, recommend them for web design and marketing needs. They love small businesses and make you feel like friends. I cannot thank them enough!"

Five Star Review
Rachel Kutay
My Business Resource

Hammontree Growers

"Professional, enthusiastic and great work! We look forward to a long partnership with the Social Firm. Thank you Jason and team for all your efforts."

Five Star Review

Karen Greene-Rowe
Hammontree Growers

Revolution Group

"Our technology consulting firm has worked with Social Firm on two projects so far and we are excited to continue our relationship. First, they have been amazingly quick to respond. Beyond that, I am thrilled with how well they seem to understand our needs and ask the right questions to bring us to the end result we are seeking. We are looking forward to working with them on so much more."

Five Star Review

Cindy Snide
Revolution Group

Midwestern Veterinary Dentistry And Consulting

"I looked around and considered many, many companies to help with my projects. After talking with this team, the search was over. These folks are the real deal, and I would urge you to consider what they might be able to do for you and your social presence. The cost, by the way, is very reasonable for the services provided, but it's the intangibles that make Social Firm such a valuable presence in my world."

Five Star Review
Keith Stein
Midwestern Veterinary Dentistry and Consulting

Moses Mouser & Associates

"Since partnering with the Social Firm for website management and digital marketing, my medical practice has experienced a significant increase in new patient volume. They are a great team to work with!"

Five Star Review

Dr. Garret Mouser
Moses-Mouser and Associates

Patriot Air

"Matt and Social Firm have been a great marketing partner for our company! The website they built is fantastic! Matt and his team are very responsive to all of our needs! They have exceeded our expectations!"

Five Star Review

William Kanipe
Patriot Air Comfort Systems

Markum K9

"I’m so thrilled to have hired such an amazing team of media geniuses that know everything there is to know about advertising for your business. My dog training company is booming with non stop calls and emails after hiring the Social Firm. I couldn’t be happier with the work they have done for promoting my small business!!"

Five Star Review

Allison Marcum
Marcum K9 Obedience

Elder Law Connection

"We had and continue to have a wonderful experience with "Social Firm." The development and implementation process for our new website was low-stress and easy. They communicated constantly with us and really were able to transform the vision of what we wanted, into reality. Social Firm also started SEO for our new business, which has been going well. Social Firm really has shown me what is available through SEO. So much so that we are moving all branches of our business to Social Firm. Highly recommend!"

Five Star Review

Jackie Collins
Elder Law Connection

Sweet Manufacturing

"Working with Social Firm makes everything seamless and easy. After doing my research and putting several projects out to bid, Social Firm blew all the others out of the water! Overall, the team at Social Firm continues to deliver breath-taking work that surpasses my expectations. I'm looking forward to continuing our partnership for many years to come! I highly recommend Social Firm to anyone looking for a 3rd party partner to extend their marketing efforts."

Five Star Review

Austin Parkison
Sweet Manufacturing

Contact Social Firm

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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News and Insights

What’s new and happening in the exciting world of digital marketing.

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

Display Advertising

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

Search Engine Marketing

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

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

Graphic Design

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

Review Management

Review Management

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

Website Design

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

Social Media Advertising

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

retargeting advertising

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

Email Marketing

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

Logo Design

Logo Design

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

Display Advertising

Content Marketing

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

locations and listing management

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.

Frequently Asked Questions