Zola Consulting is a boutique CRM/RevOps and Marketing consultancy specializing in Salesforce and HubSpot implementations, optimizations, and integrations for small-to-mid-sized businesses. Founded by a consultant with 15+ years of analytics and CRM experience, 11 Salesforce certifications, and 6 HubSpot certifications, we bring enterprise-level expertise to organizations that need it done right — and done efficiently.
Working with a knowledgeable Principal Consultant with a background in both Analytics and Business ensures that both your Technical and Operational needs are met, allowing you to focus on Strategy & Growth.
We work with clients across various industries to establish business processes, clean up orgs, automate workflows, stand up new implementations, and align their tech stack to business goals. Whether you need a full Salesforce or HubSpot build, a migration, marketing automation setup, Service Hub configuration, CPQ, or Field Service optimization — Zola Consulting delivers with both technical depth and strong business context.
Why Us?
Our Principal Consultant holds the top 1% Expert-Vetted status in Upwork and brings extensive implementation and consulting experience working with executives across various industries. With an MBA in Business, 15+ years of analytics experience, and a knack for translating business goals into operational success, we give your strategies the tools needed to reach your goals — using technology to support your business today and your vision for the long term. We work collaboratively with teams across all levels of the organization — from the C-Suite to Operations — to meet strategic, technological, and operational goals.
Our Specialties:
Salesforce & HubSpot implementations, migrations, and optimizations
CRM and marketing automation strategy for small-to-mid-sized businesses
RevOps transformation and workflow consolidation
Data integrity, reporting, and analytics-driven decision making
Zola Consulting offers good value for cost, providing tailored Salesforce solutions for clients. Their project management is efficient, with timely delivery and ongoing support. Specific pricing details were not disclosed, but clients appreciate the overall affordability and alignment with their needs.
Zola Consulting is adept at customizing Salesforce solutions to align with clients' internal workflows, enhancing data management and operational efficiency for telecommunications companies. This expertise results in significant time savings and improved data accuracy.
No Identified Areas for Improvement
Clients have not indicated any specific areas where Zola Consulting needs improvement, suggesting a high level of satisfaction with their services and deliverables.
Successful System Audits and Upgrades
Zola Consulting has successfully conducted system audits and implemented upgrades for Salesforce Marketing and Sales Cloud instances, resulting in better lead tracking and improved campaign management for telecommunications clients.
Effective Communication and Recommendations
Zola Consulting is noted for excellent communication and providing solid, fact-based recommendations. This trait has been instrumental in building trust and ensuring client satisfaction with the proposed solutions and implementations.
Strong Project Management Skills
Clients consistently praise Zola Consulting for efficient and responsive project management. Projects are delivered on time and within budget, with effective communication through emails and messaging apps, ensuring smooth collaboration.
Salesforce Customization for Telecommunications Company
CRM Consulting and SI
Sales automation
+1
Confidential
Apr. 2026 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Zola Consulting is able to customize their work to meet our workflow."
Apr 10, 2026
VP of NA Datacenter Solution Sales, Phononic, Inc.
Jerilin Kenney
Verified
Telecommunications
Durham, North Carolina
51-200 Employees
Online Review
Verified
Zola Consulting provides Salesforce customization for a telecommunications company. The team has created special fields and custom UI templates that enable the client's sales team to manage forecasting.
Zola Consulting has delivered a UI for the client's sales team to effectively enter and manage data, saving at least 30 minutes per month per customer opportunity to update and manage forecast entries. The team is efficient, quickly responsive, and able to customize their work.
BACKGROUND
Introduce your business and what you do there.
I’m the VP of NA datacenter solution sales at Phononic, Inc., a telecommunications company. We provide advanced solid-state cooling solutions for data centers, optimizing AI infrastructure and energy efficiency with precision thermoelectric technology for major hyperscalers.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Zola Consulting?
We needed help with customization aligning Salesforce to our internal workflow processes.
SOLUTION
What was the scope of their involvement?
Zola Consulting has created special fields and custom UI templates that enable our sales team to quickly and effectively manage forecasting. The team also provides continued support building tools that make more efficient sales and operations communications.
What is the team composition?
We’ve worked with one teammate from Zola Consulting.
How did you come to work with Zola Consulting?
They were referred to me.
What is the status of this engagement?
We started working with them in April 2026, and the engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Zola Consulting has delivered a UI for our sales team to effectively enter and manage data. This solution saves at least 30 minutes per month per customer opportunity to update and manage forecast entries. We’ve also noticed less manual calculation is needed with the new toolset, which improves data accuracy.
How did Zola Consulting perform from a project management standpoint?
Zola Consulting’s project management is efficient and quickly responsive. We communicate via email and messaging apps.
What did you find most impressive about them?
Zola Consulting is able to customize their work to meet our workflow and gives us ideas to make the process even more efficient.
Are there any areas they could improve?
No, they’ve delivered the project quickly.
RATINGS
5.0
"Quick to respond and effective at delivering value added solutions."
Quality
5.0
Service & Deliverables
"Results are always on time and accurate to our requests."
Schedule
5.0
On time / deadlines
"Sets a goal and delivers on time."
Cost
5.0
Value / within estimates
"Time saved is earned money."
Willing to Refer
5.0
NPS
"Absoutely!
CRM Consulting & SI for Business Consulting Firm
CRM Consulting and SI
Confidential
Jan. 2026 - Ongoing
4.5
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"She anticipates needs, flags issues before they become problems, and consistently shows up prepared and engaged."
Apr 2, 2026
Chief Growth & Strategy Officer, BEI
Felicia Wright
Business services
Denver, Colorado
1-10 Employees
Online Review
Zola Consulting provides ongoing HubSpot CRM support for a business consulting firm. The team has built a HubSpot environment and manages email campaigns, automated workflows, and performance dashboards.
Zola Consulting has established a formal OKR framework and reporting infrastructure for the client. The team consistently meets deadlines and proactively communicates with the client. Zola Consulting is organized, detail-oriented, and executes tasks efficiently. This review is an update by the client company. The original content is located below the new review.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Chief Growth and Strategy Officer of BEI | Business Enterprise Institute
Describe what your company does in a single sentence.
BEI equips professional advisors with the training, software, and ongoing support they need to confidently deliver Exit Planning results for their business-owner clients.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Zola Consulting to accomplish?
Build and optimize lifecycle automation: Use HubSpot workflows and email sequences to move prospects through the funnel and improve MQL to SQL conversion.
Turn data into a clear story: Maintain dashboards that track performance, surface insights, and keep the team aligned on what's working.
Keep HubSpot running as the backbone of our marketing system: Ensure data integrity, field structure, and system setup support our strategy and scale cleanly over time.
SOLUTION
How did you find Zola Consulting?
Referral
Why did you select Zola Consulting over others?
High ratings
Great culture fit
Referred to me
Company values aligned
How many teammates from Zola Consulting were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
Joy serves as BEI's embedded HubSpot and marketing operations partner, responsible for building, managing, and optimizing the systems that power BEI's marketing and sales functions. Her work spans initial platform setup through ongoing strategic execution.
Platform Setup & Configuration Joy built out BEI's HubSpot environment from the ground up, including custom fields, contact properties, pipeline stages, and overall CRM architecture to ensure the system accurately reflects BEI's business model and audience segments.
Workflow & Automation Development Joy designs and maintains automated workflows that support lead nurturing, lifecycle progression, and internal notifications, which enables the team to move prospects efficiently from MQL to SQL without manual intervention.
Email Campaign Management Joy executes BEI's email marketing campaigns end-to-end, including setup, segmentation, scheduling, and performance monitoring, with a focus on improving open rates and click-through rates.
Reporting & Dashboard Development Joy builds and maintains HubSpot dashboards that translate raw data into a clear, strategic narrative which gives the team visibility into pipeline health, campaign performance, and lead generation trends.
Data Integrity & System Optimization Joy is responsible for maintaining clean, accurate data across the CRM, including field standardization, list hygiene, and ensuring the system scales cleanly as BEI grows.
Strategic Planning & Advisory Joy participates in BEI's quarterly strategy and OKR planning sessions, contributing recommendations on how HubSpot and marketing automation can best support broader growth and member experience goals.
Key Deliverables:
Fully configured HubSpot CRM with custom fields and pipeline structure Automated lifecycle and nurture workflows Email campaigns with segmentation and performance tracking Performance dashboards aligned to team OKRs Ongoing data integrity and system maintenance Strategic input on marketing automation and lifecycle strategy
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
A formal Q1 2026 OKR framework is in place, with Zola Consulting named as responsible for HubSpot across lifecycle automation and demand generation goals, which means the infrastructure to track and measure is built and operational
Shared dashboards were identified as a Q1 deliverable and are being deployed, indicating reporting infrastructure is live
The team has moved from informal operations to a structured, data-driven GTM system, one of our three stated enterprise outcomes
Our company ran a full LinkedIn prospect campaign (Q4 2025) that generated documented performance data, learnings, and a clear next-phase strategy, which required a functioning HubSpot backend to support
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Joy's project management is one of her greatest strengths. She consistently meets deadlines and proactively communicates if anything shifts. We never have to chase her down or wonder where things stand. Some of her most impressive turnarounds include our email campaigns, updates to our sales playbooks in HubSpot, and restructuring our data fields to ensure we're capturing the right information. She manages all of this with a level of organization and attention to detail that makes everything feel seamless on our end.
We connect weekly via Microsoft Teams, and Joy comes to every meeting fully prepared with updates, progress notes, and clear next steps. Between meetings, she proactively flags anything that needs our attention rather than waiting to be asked. When urgent needs or last-minute requests come up, she responds immediately and gets things done without hesitation. She uses a combination of task lists, trackers, and communication tools to stay organized and keep the team aligned.
Working with Joy is completely low-maintenance in the best possible way. She operates independently, anticipates needs before we voice them, and shows up every single time. We genuinely love having her as part of our team, and that's not something we say lightly about a contractor.
What was your primary form of communication with Zola Consulting?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
What sets Joy apart from any contractor we've worked with is how completely she defies the typical contractor mold. Most vendors execute a task list and move on, but Joy thinks, operates, and invests in outcomes like a full-time team member. She is equally comfortable building a complex HubSpot workflow as she is sitting in a strategic planning session and contributing meaningful recommendations. That combination of deep technical skill and strategic thinking is genuinely rare, and it makes her invaluable.
What impresses us most is that she doesn't wait to be directed. She anticipates needs, flags issues before they become problems, and consistently shows up prepared and engaged. She also has a unique ability to take raw data and turn it into a clear, compelling story that actually informs how we make decisions. That's not a skill most HubSpot administrators bring to the table.
But above all, it's her ownership mentality that makes her truly unique. Joy cares about our success the same way we do. She's not a contractor we manage, she's a trusted partner we rely on, and our team is genuinely better because she's part of it.
Are there any areas for improvement or something Zola Consulting could have done differently?
None
UPDATED REVIEW
This review was published on March 25, 2026.
Fletcher Brown CEO, Business Enterprise Institute, Inc.Business services
Denver, Colorado
11-50
Oct 2025 - Ongoing
Verified
Project summary Zola Consulting provides CRM consulting and strategy development for a business planning services company. The team works on revenue alignment, automation, data reporting, and system integration.
Feedback summary Zola Consulting has increased the client's productivity and process efficiency through automation. The team has reduced the client's reporting time from 35 hours to less than 15 minutes and delivered major cost savings while improving functionality. They are highly collaborative.
BACKGROUND
Introduce your business and what you do there.
I’m the CEO of Business Enterprise Institute (BEI). We provide professional advisors with tools, training, and a proven framework to deliver effective business and exit planning services for their clients.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Zola Consulting to accomplish for your business?
We needed help defining and standardizing our entire funnel from lead to renewal. We also needed to align KPIs and reporting across all teams, identify breakdowns in attribution, lead handoff, and customer journey tracking, and build lead scoring models based on behavior, source, and profile.Moreover, we needed to automate lead routing, lifecycle stage progression, and membership renewals. We also needed to establish clean data architecture and segmentation, create role-specific dashboards and executive-level reporting, integrate marketing attribution (GA4 + CRM), automate KPI reporting to leadership, and consolidate fragmented systems into a single source of truth.
SOLUTION
What was the scope of their involvement?
Zola Consulting has helped us with end-to-end revenue alignment, CRM and automation excellence, data reporting and visibility, and systems integration and centralized data. All of these have been housed within HubSpot, MailJet, Dripify, and connected via Zapier.
What is the team composition?
We’ve worked with Joy (Founder).
How did you come to work with Zola Consulting?
We found them through an online search. We chose them because they had high ratings, their pricing fit our budget, and their company values aligned with ours.
How much have you invested with them?
We’ve spent less than the cost of hiring a full-time person.
What is the status of this engagement?
We started working together in October 2025, and the engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Zola Consulting has increased our team productivity and improved our process efficiency through automation. We’ve also achieved clear pipeline visibility and forecasting accuracy. Moreover, they’ve reduced our reporting time from 3–5 hours to less than 15 minutes and delivered major cost savings (up to 57%) while improving functionality. We’ve also seen higher lead engagement and time to deal creation.
How did Zola Consulting perform from a project management standpoint?
Joy has been exceptional in transforming our revenue operations into a fully aligned, data-driven system across marketing, sales, and membership. She brings a rare combination of strategic insight and technical execution — building scalable CRM infrastructure, automations, and reporting that our team actually uses. Her work has significantly improved our visibility into pipeline performance, streamlined processes, and increased overall efficiency.
What did you find most impressive about them?
Joy is highly collaborative and able to translate complex concepts into clear, actionable solutions.
Are there any areas they could improve?
I don’t think there’s anything they can improve on.
Do you have any advice for potential customers?
I strongly recommend Zola Consulting to any organization looking to elevate their RevOps function.
STAR RATINGS: Overall rating: 5
Quality: 5
Cost: 5
Schedule: 5
Willing to refer: 5
RATINGS
4.5
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CRM Consulting for Telecommunications Company
CRM Consulting and SI
Marketing automation
+2
Confidential
Mar. 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The team has delivered on time and on budget."
Mar 25, 2026
Marketing Director, Arvig
Lisa Greene
Verified
Telecommunications
Perham, Minnesota
501-1,000 Employees
Online Review
Verified
Zola Consulting has conducted an audit of a telecommunications company's Salesforce Marketing and Sales Cloud instances. The team has built a Sales Cloud campaign and upgraded the client's forms and processes.
Zola Consulting is helping the client transition to a new Marketing Cloud instance, enabling them to measure improvements in system usability and staff understanding. Zola Consulting has delivered on time and on budget, and their communication and ability to provide recommendations stand out.
BACKGROUND
Introduce your business and what you do there.
I’m the marketing director of Arvig, a telecommunications company.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Zola Consulting?
We needed help modifying our Salesforce Marketing Cloud and Sales Cloud instances to better track leads and campaigns.
SOLUTION
What was the scope of their involvement?
Zola Consulting has provided a full system audit with recommendations for updates and changes. The team has also built a Sales Cloud campaign and worked with us to upgrade our forms and processes on Marketing Cloud and Sales Cloud. Zola Consulting has provided full documentation and training.
What is the team composition?
We’ve worked with one teammate from Zola Consulting.
How did you come to work with Zola Consulting?
We found Zola Consulting through Upwork. We chose them over other options because they had high ratings, a great culture fit, good value for the cost, and company values aligned with ours.
What is the status of this engagement?
We started working with Zola Consulting in March 2024, and our engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
We’ve shifted gears to a new Marketing Cloud instance, and Zola Consulting is engaged in helping us transition and upgrade. We’re now measuring improvements in system usability and staff understanding through feedback sessions and independence from IT support.
How did Zola Consulting perform from a project management standpoint?
Zola Consulting’s project management has been excellent. The team has delivered on time and on budget. We primarily communicate through virtual meetings, emails, and messaging apps.
What did you find most impressive about them?
Zola Consulting’s communication and ability to provide solid, fact-based recommendations have been impressive.
Are there any areas they could improve?
I don’t think there’s anything they can improve on.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-3 of
3 Reviews
Our Story
Zola Consulting was founded on the belief that small and mid-sized businesses deserve enterprise-level CRM & Marketing Automation expertise without the enterprise price tag. Our lean team of Principal Consultant, Project Manager and developer brings together CRM strategy, project management, and technical development under one roof — giving clients a dedicated, responsive team that understands both the business and the technology. We're big enough to deliver, small enough to work efficiently.
What Sets Us Apart
Operational & Technical Expertise; One Consultant
Most consultants are either technical or business-minded. Our Principal Consultant brings both — with 15+ years of analytics and business operations experience backed by 11 Salesforce and 6 HubSpot certifications. You get strategy and execution without the handoff.
Project Management Baked In
Every engagement comes with dedicated project management — keeping timelines, deliverables, and communication on track from kickoff to go-live. No dropped balls, no surprises
Custom Development Capabilities
Beyond configuration, our team handles custom development needs — from Apex and Flow automation to API integrations — so you never hit a wall when your requirements go beyond clicks.
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