Zoho partner leverage Beckmann Collaborative is a Zoho partner and certified Zoho CRM specialist with exposure to Zoho SalesIQ and Zoho Sites, presenting a ready-made opportunity to upsell Zoho ecosystem consulting, integration services, and optimization for clients seeking unified CRM and customer experience solutions.

SMB growth focus With a small team (2-10 employees) and annual revenue reported between 1M and 10M, the firm targets growing businesses needing strategic marketing, process optimization, and training—ideal for scalable consulting engagements, implementation projects, and retained advisory services.

B2B marketing expertise The firm specializes in B2B marketing strategy, processes and training, offering potential cross-sell to clients seeking digital marketing, lead generation, and customer experience enhancements across CRM platforms including HubSpot and Keap in addition to Zoho.

Cross-CRM opportunities Although Zoho is core, Beckmann Collaborative serves clients using HubSpot and Keap, creating sales opportunities to offer multi-CRM assessment services, data migration planning, and cross-platform workflow design for clients evaluating or consolidating CRM ecosystems.

Experience and network Led by Candice DeRiso with a 40+ year collective consulting network, the firm can position as a trusted advisory partner for enterprise-grade marketing strategy projects, training programs, and partner referrals, enabling upstream and strategic engagements with larger B2B brands.