CRM & email
Email Marketing & CRM Consulting
Your CRM and email lists are your most vital marketing intelligence. We cultivate them with care.
Investing in your “owned” channels is almost never a bad idea, especially as AI fundamentally changes the web. When it comes to email marketing and CRM support, our approach is closer to consulting. Our hands-on approach is oriented toward building and optimizing systems that allow you to control who you’re marketing to, when and why. Anyone can drown in data and hammer their lists into oblivion. We employ kinder, gentler means that also happen to yield better results.
What’s included
B2B & DTC Email and CRM consulting
01
CRM Set Up
Our CRM consultants partner with clients to identify the key parameters needed to track leads as they progress towards becoming customers. More than that, we work to understand your sales and marketing teams needs. Need help selecting and on-boarding a CRM for the first time? We do that, too.
02
Hubspot Specialists
We encounter more partially implemented Hubspot accounts than we can ever believe. The platform can be incredibly powerful, but only if it’s set up right. Let us get you on on the path to better lead scoring, pin-point accuracy email campaigns or building landing pages that let you track what you need.
03
Email Deliverability
Email marketing is more complicated than just getting your hands on email lists and firing at will. Google and Yahoo bulk sending rules can shut you down before you even get started if a less-than-intentional plan is in play. Plan, don’t spam!
04
CRM Data Cleanup & Audits
Data is power, until it isn’t. If you have an existing CRM with some dark, dusty corners, database cleanup is a must before any major initiative. Our end-to-end audits help clients avoid deliverability pitfalls and send better emails.
Get started
Bridge the divide between traditional media and digital tactics.
Omni-channel campaigns from Sonar reach your audiences where and when you need to most.
Reach out using the form on the right, or give us a call at 207-747-5536
How we work
Make every lead count
Master your CRM
Make it work for you—instead of the other way around.
Send Better Emails
A bigger list doesn’t always equal better output.
Hubspot Wizards Work Here
Passionate subject matter experts who outclass Hubspot reps through and through.
Related work
Results from this kind of work
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Rancourt & Co.
Read the case study: Rancourt & Co.See how Rancourt improved site structure, technical SEO, and search alignment to build a foundation for long-term organic growth.
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Love Beets
Read the case study: Love BeetsSee how Love Beets improved data clarity, tracking, and reporting through a structured Google Analytics and measurement strategy.
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Byggmeister
Read the case study: ByggmeisterSee how Byggmeister improved CRM data structure, pipeline visibility, and team efficiency with a structured HubSpot optimization strategy.
What clients say
In their words
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Partnering with Sonar Digital has significantly boosted our community presence at Rosemont Market & Bakery. Their team is creative, forward-thinking, and truly invested in our story. Having such a resourceful local marketing team like Sonar Digital is a great asset to us. Strongly recommend their expertise!
Local Retail & Food Business
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Moving our marketing over to Sonar was the best decision we ever made. We struggled to show up on Google and build our organic traffic profile but after (and continuing) working with sonar we have seen a consistent & significant growth across all of our channels. We currently use them for organic search/SEO, PPC advertising, display advertising, and more.I speak for the whole team when I say that we love working with the entire Sonar team!
Event & Hospitality Technology Company
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We had the pleasure of working with Sonar Digital on an SEO project for Echo81, and the results have been outstanding. From the start, their team was knowledgeable, communicative, and truly invested in helping us achieve better site performance. They took the time to understand our unique needs and implemented strategies that have significantly boosted our online presence. The team’s expertise and commitment to our goals made a real difference, and they provided insightful recommendations along the way. We would highly recommend Sonar Digital to anyone looking to improve their SEO and digital visibility—they bring both skill and a genuine partnership approach to their work. Thank you, Sonar, for a job well done!
Marine Technology & Equipment Company
Questions
Questions we hear about this service
Which CRM would be the best fit for my business?
Like many things in life, CRMs are not a one-size-fits-all solution. Too many features can create a steep learning curve, typically resulting in you paying more than necessary. On the other hand, too bare-bones of a CRM can leave you with unnecessary growing pains as your business expands. At Sonar, we take time to understand your specific needs and development plans to determine the best fit.
How do I know if I am outgrowing my current CRM?
The task of switching to a new CRM can feel overwhelming. However, the time saved through automation will more than make up for the time invested during the transition period. Partnering with our CRM experts can help ensure a smooth transition that has you feeling comfortable in the new platform. If you find yourself seeking time-saving features, such as automated emails, granular segmentation, and deal trackers, it’s likely time to upgrade.
I feel like I’m not fully utilizing my CRM. How can I tell?
A fresh set of experienced eyes on your CRM is an excellent way to provide insights into where your platform is being underutilized. Through a CRM Audit, Sonar can locate areas of optimization and provide resolution options for time-sucking pain points. We help ensure your email marketing tools are working for you and not the other way around.
Is email marketing even worth it anymore?
In short, absolutely! In a world of “pay-to-play” social platforms and confusing algorithms, email marketing remains one of the last vestiges of low-cost direct marketing. It delivers the content you design right to who you want to receive it, without an ever-fluctuating delivery cost. Through thoughtful content and automation, email marketing can work hard for you in the background, driving traffic to your website.
Get started today
And get on your way to better results and a clear way forward.
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