CRM Consulting Services in Orem, Utah

CRM consulting services in Orem, Utah start with your customer journey, not a software preference. Big Red Jelly is based just up the road in Provo, 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, we help consolidate into one connected system.

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Serving Orem, Utah

Orem’s established local businesses and the newer tenants arriving with University Place often land on opposite ends of the same problem: older businesses running on patched-together spreadsheets and disconnected tools, newer ones choosing a CRM before they’ve mapped their actual customer journey. We diagnose which applies before recommending anything, and we’re close enough for in-person strategy sessions.

Step 1- Build Discovery

What’s Included

  • CRM audit: current tools, what’s connected, where leads or data fall through the cracks.
  • 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.

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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.

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Why Choose BRJ for CRM Consulting in Orem

  • Minutes from Orem, in-person strategy sessions available.
  • Platform-agnostic recommendations, not a forced sale.
  • Real migration and integration experience, including bridging CRMs together.
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Service Area

Based in Provo, serving Orem and Utah County.

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Related Services

FAQ

We can work with and integrate existing platforms. Our goal is a system built around your customer journey, not replacing software unnecessarily.

Typically contacts, companies, custom fields, tags, pipeline data, appointments, and notes, not everything gets migrated.

2-4 weeks for straightforward builds; 6-8 weeks or longer for complex ones.

Live sessions, recorded walkthroughs, documentation, and follow-up support, built into the implementation itself.

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.

(435) 631-9968 | hello@bigredjelly.com

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