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Consulting & Execution

When strategic business expertise meets technical execution, your systems finally work the way your business does.

Zola Consulting works with growing and enterprise organizations across industries, providing insights for both leadership and operations into how the business runs today and where it's headed — by strategically creating scalable CRM, marketing, and data systems.

Built on deep business analytics experience and Salesforce and HubSpot expertise — led by a strategic thinker who understands the business behind the technology, with the expertise to execute at scale.

15+ Years Analytics Experience
MBA Business & Analytics
11 Multi-Cloud Salesforce Certs
6 Multi-Hub HubSpot Certs
Consulting & Execution

The Difference Shows Up in the Numbers

57% Reduction in system costs — with improved functionality
3–5 hrs → <15 min Reporting time, from afternoon to minutes
↑ Pipeline Visibility Forecasting accuracy leadership can trust
↑ Productivity Through automation that removes manual work

Looking for the ideal partner who speaks RevOps, builds scalable systems, and understands the business behind them?

Working with a consultant of this caliber, your CRM and marketing systems go from being a challenge to being an asset - allowing you to focus on strategy and growth.


We enjoy creating strategies and translating them into operational processes that achieve unified goals for Sales, Marketing, and Leadership.

Who We Serve

Organizations with operational system challenges — from growing teams to enterprise operations — that need expert CRM, marketing, and data systems strategy, execution, or managed services.

What Makes Us Different

Strategic thinking, business and analytics depth, and technical expertise - combined to turn a platform into a system that actually drives decisions and delivers insight.

What We Deliver

Best practice implementations. Scalable automations. Systems that enhance your team's Productivity — and provide both Operational and Executive level insights.

Sound Familiar?

Or maybe you know something isn't working — you're just not sure where the actual problem is.

That's where Zola starts!

Expertise across Technical, Operational, and Executive Outcomes

CRM Implementation & Optimization

Are you struggling with managing hard-earned leads between spreadsheets and decentralized systems? We help growing and enterprise teams centralize customer data and automate lead and sales processes with best practice methods that scale efficiently.

  • Custom CRM configuration tailored to your unique processes
  • Complete data migration from manual methods or other systems
  • Comprehensive team training with written and recorded media
  • Integration with email, calendar, Slack, and other business tools
  • Ongoing optimization support

Marketing Implementation & Optimization

Connect marketing and sales operations seamlessly with HubSpot Marketing Hub or Salesforce Marketing Cloud. Execute automated campaigns that generate and nurture leads, driving revenue and providing insights from initial engagement through conversion.

  • Email marketing automation setup and execution
  • Landing page and form creation with conversion insights
  • Lead scoring, segmentation, and profiling
  • Multi-channel campaign tracking and analytics dashboards
  • Integration with CRM for end-to-end reporting

Systems Integrations

CRMs provide optimal value when integrated with other operational systems such as marketing platforms, ERP systems, accounting software and more — creating a unified tech stack.

  • Integration strategy and architecture planning
  • API connections and data synchronization maintenance
  • Native or third-party integration configuration
  • Comprehensive data mapping and validation
  • Complete documentation and training

Ongoing Managed Services

We manage your CRM and marketing platforms as your business grows, ensuring your Salesforce or HubSpot instance stays updated, optimized, and continues to support your changing business needs.

  • Regular system health checks and performance optimization
  • User management, permissions, and onboarding
  • Custom reporting and dashboard creation
  • Process automation and workflow optimization
  • Monthly office hours for questions and consultation

Training & Enablement

Comprehensive training programs customized for your team's skill level and business needs — from basic platform navigation to advanced features such as automation, reporting, and custom configurations.

  • End-user training for sales and marketing teams
  • Administrator training for super users
  • Custom workshops tailored to your business needs
  • Live and recorded training sessions
  • Ongoing support and office hours

You have a problem? We'll find the ideal solution.

Not sure what's causing it? That's where we come in.

Schedule a Free Consultation

Founded by a Salesforce and HubSpot expert with deep roots in analytics.

Zola Consulting was built to serve organizations with real operational complexity — from growing teams to enterprise operations — with technical and operational depth, delivered with the expertise and the right sized Team.

Joy brings years of multi-industry analytics experience alongside 11 Salesforce and 6 HubSpot certifications. The result: a consultant who understands data, business processes, and growth outcomes.

Bachelors and Masters in Business, Analytics Professional. Systems and Operations Expert.

A proven framework for lasting results

01
Discover & Audit

Starts with understanding your current state

Every engagement begins with a deep dive into your current state — processes, data, and goals — so recommendations are applicable to how your business operates.

  • Current-state audit
  • Stakeholder discovery
  • Gap & opportunity analysis
02
Design & Build

Consulting becomes execution

We design and build solutions that fit your ideal state processes with efficient methods that support growth.

  • Architecture & configuration
  • Automation & integrations
  • UAT & quality assurance
03
Optimize & Scale

Execution becomes a growth engine

A scalable build ensures that your system evolves with your business — and that your team is set up for success.

  • Training & enablement
  • Ongoing administration
  • Full-cycle & Analytics

Trusted by teams who needed CRM & Marketing Automation done right

Latest Insights

View All Posts →

June 01, 2026

From Inbound to Closed Deals: Salesforce Marketing Cloud & Sales Alignment

Inbound to Revenue: Salesforce Marketing Cloud & Sales Alignment - Custom forms and a lead pipeline. Here's how we built it end-to-end in Marketing Cloud.

May 31, 2026

Salesforce + Order System Integration for a Promotional Products Distributor

A promotional products distributor ran four disconnected platforms with no cross-system visibility. Here's how we unified them with Salesforce.

May 31, 2026

CPQ Data Model Redesign: Building for Scale Across a Complex Sales Process

When your CPQ product master becomes unscalable, it's not a configuration problem — it's a data model problem. Here's how we fixed it

Questions about working with Zola Consulting

Do you work with Salesforce, HubSpot, or both?

Both. Zola Consulting holds 11 Salesforce certifications and 6 HubSpot certifications, including HubSpot Solutions & Implementation Partner status. We handle each platform independently or together — including complex bi-directional integrations.

What kind of organizations do you typically work with?

We work with organizations that have real operational complexity to solve — from growing teams to enterprise operations — without the overhead of a large agency.

How do engagements typically work?

We offer project-based engagements, ongoing retainers, or ad hoc support. Most client relationships start with a scoped project and grow into ongoing managed services or ad hoc support based on their needs.

Can you help if we're not sure which CRM or Marketing platform to choose?

Absolutely — that's actually a core service offering. We start with a requirements discovery and process review, then provide an objective platform recommendation based on your needs, business processes, budget, and growth goals.

What does a typical project timeline look like?

It depends on scope. A simple CRM or Marketing Automation build might run 4–8 weeks. An intermediate sized implementation with custom automation typically runs 8–16 weeks. Every engagement is clearly scoped upfront so there are no surprises on timeline or deliverables.

Do you provide support after go-live?

Yes. We offer ongoing Managed Services retainers, training, and optimization support post-launch. Many clients retain us on a monthly basis for continued CRM management, reporting enhancements, and new feature updates.

The right execution starts here.

Whether you're starting from scratch, migrating platforms, or optimizing what you have — let's chat.

Book a Discovery Call

Industries Served

Business Education Cloud Computing Cold Chain Logistics Energy Exit Planning Financial Services & FinTech Healthcare IT & Cybersecurity Manufacturing Promotional Products Telecommunications Transportation & Tourism Business Education Cloud Computing Cold Chain Logistics Energy Exit Planning Financial Services & FinTech Healthcare IT & Cybersecurity Manufacturing Promotional Products Telecommunications Transportation & Tourism

Certifications

Salesforce Certifications

Sales Cloud Consultant Marketing Cloud Email Specialist Marketing Cloud Admin Marketing Cloud Account Engagement Specialist Service Cloud Consultant Data Cloud Consultant CPQ Specialist Field Service Consultant Advanced Administrator Administrator Platform App Builder

HubSpot Certifications

Sales Hub Implementation Marketing Hub Implementation Implementation Partner Solutions Partner CRM Data Migration Reporting