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What exactly is it that we do?

Our Services

Blossom Automation is a family-owned business that strives to elevate B2B companies through methodical efforts with personality.

When you work with us, you get to work with us.

You will have direct access to us when you need it to ensure your business has our full attention. We are here to help you squeeze the most out of your operation.

Our team specializes in custom reporting, CRM migration, implementation, Content Strategy, and much more.

Checkout our offering below 👇

Templates and Guides
Marketing Automation

Marketing automation inside of tools like HubSpot, Marketo, MailChimp, and others allows you to simplify your efforts across a spectrum of areas. We can help you identify the top areas where automation would benefit you most

Custom Reporting and Dashboards

Custom reports give you the flexibility to analyze your objects (Contacts, Companies, Deals) and activities inside of your CRM environment. Knowing where to start can be tricky. That's where we come in with our custom dashboard templates.

CRM Migration

Migrating data from one CRM to another is not overly complicated, but the data itself can be complex. When working with a data set, especially a large one, it is essential to include multi-step processes and QA testing along the way. 

Whether you want to keep activities, emails, logged calls, and meetings (API migration) or start with a clean database, we are able to keep your data safe without disrupting your teams' operations. 

We specialize in HubSpot, Salesforce, Marketo, Iterable, MailChimp, Braze, and other environments.

Sales Enablement and Implementation

Implementing a sales process can be frustrating from deciding how many pipelines to have, what should your Deal Stages be, to the sales training. 

Our team has experience rolling out multiple pipelines setting your sales team up for growth and success.

CRM, Marketing, and Sales Onboarding

You’ve pulled the trigger and have purchased HubSpot, Salesforce, etc... What now?

While HubSpot is more intuitive than almost any other platform, setting it up can be a daunting project for any team.

Blossom strives to streamline your CRM onboarding experience so that you feel comfortable inside of HubSpot once all is said and done. We provide a one-on-one style onboarding service that enables your team to quickly get up and running.

CRM & Marketing Support

Blossom's on demand support program is the partner you've been looking for.

Get access to our one-on-one Slack channel where you can submit questions or chats to get answers to your questions in a timely manner.

You will have access to continuous support with questions, knowledge-share and light implementation requests.

Bespoke Planning & Packages

Want the full package and more?

We provide the full onboarding experience from HubSpot implementation, to Marketing and Sales training, and all of the bells and whistles in between.

HubSpot isn't a one-size-fits-all tool. So let's work together to ensure you and your team have the best experience from the jump.