CRM consulting services in Salt Lake City, Utah start with your customer journey, not a software preference. Big Red Jelly is a Utah-based team, and our approach isn’t limited to forcing every client into the same platform.
For businesses already invested in a platform like HubSpot or Salesforce, we may recommend staying put. For businesses managing customer relationships across several disconnected tools, including multi-location brands, we help consolidate into one connected system.
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Serving Salt Lake City, Utah
Salt Lake City’s larger, more complex businesses, downtown professional services firms, Granary District startups, multi-location brands like R&R BBQ, tend to accumulate more disconnected tools over time than smaller Utah County businesses simply because they’re managing more volume and more locations. That’s exactly the environment where a CRM consolidation makes the biggest difference, and it’s why we treat every audit here as a real diagnostic, not an assumption that one platform fits everyone.
What’s Included
- CRM audit: current tools, what’s connected, where leads or data fall through the cracks, especially across multiple locations or teams.
- Platform strategy and recommendation, HighTide, your existing CRM, or a different fit, based on your business.
- Migration planning: what data moves and what gets cleaned out.
- Integration mapping across your website, ad accounts, email, and industry-specific software.
- Training and handoff built into the engagement.
Our Process
01 | Audit & Strategy
review current systems, identify gaps, recommend a platform direction.
02 | Migrate & Build
data mapped, cleaned, moved; system built around your real customer journey. 2-4 weeks for simple builds, 6-8 weeks or more for complex ones.
03 | Train & Support
live sessions, recorded walkthroughs, documentation.
Proof
Taylor Andrews Hair Academy’s leads required a manual handoff into their specialty CRM that could take up to a day. A Zapier integration we built bridged HighTide and their specialty CRM automatically, cutting that to under five minutes with interests and contact details intact, exactly the kind of integration gap that shows up often in larger, more complex Salt Lake City businesses.
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Why Choose BRJ for CRM Consulting in Salt Lake City
- Utah-based, with real experience consolidating complex, multi-location systems.
- Platform-agnostic recommendations, not a forced sale.
- Real migration and integration experience for businesses with more moving parts.
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Service Area
Based in Provo, serving Salt Lake City and the Salt Lake Valley.
FAQ
Do you only implement HighTide/HighLevel, or will you work with our existing CRM?
We can work with and integrate existing platforms. Our goal is a system built around your customer journey, not replacing software unnecessarily.
What actually moves during a CRM migration?
Typically contacts, companies, custom fields, tags, pipeline data, appointments, and notes, not everything gets migrated.
How long does a CRM implementation take for a multi-location business?
Multi-location and multi-integration builds typically run 6-8 weeks or longer; simpler single-location implementations run 2-4 weeks.
What does training actually look like?
Live sessions, recorded walkthroughs, documentation, and follow-up support, built into the implementation itself.
What tools do you consolidate when a client moves to one connected system?
CRM, forms, scheduling, email and SMS, review management, lead follow-up, and automation, whatever’s currently disconnected.
Your CRM Should Move Customers Forward, Not Just Store Their Data. Let’s Fix It.
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