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Strategy Management & Technology Consulting Services

At E Squared, we specialize in transforming your business with tailored strategy, management and technology consulting. Our expertise lies in 30 years of experience with front office platforms. We focus on accelerating growth, operational excellence, and integration of CRM and Marketing Automation platforms. 

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Business professionals discussing CRM and marketing automation strategy

Empowering business growth through strategic management and cutting-edge technology solutions.

Our Core Services

Strategy Consulting

At E Squared, we help organizations define or align their vision and create actionable roadmaps. Our strategy consulting services are designed to accelerate growth, increase vertical penetration, and exploit technology and analytics for competitive advantage.

CRM Implementation & Optimization

Our team specializes in implementing and optimizing CRM platforms tailored to your business needs. We focus on enhancing customer relationships, streamlining workflows, and driving measurable improvements in sales and customer engagement.

Marketing Automation Solutions

E Squared delivers robust marketing automation strategies that enable you to nurture leads, automate repetitive tasks, and measure campaign effectiveness. Our expertise ensures your marketing efforts are data-driven, personalized, and scalable for sustained success.

CRM System Selection

With decades of expertise and hundreds of CRM implementations we help organizations create a blueprint, CRM system requirements, demonstration scripts, vendor identification, and licensing negotiation and acquisition.

CRM Integration

We have a long history of integrating back office, time and billing, and other systems that empower our customers to gain operational efficiencies, greater insights into their customers, and eliminate manual duplicate processes.

CRM Forensics & Triage

We see many organizations that struggle with CRM adoption and implementation.  We have a proven process to identify issues, make recommendations, and help firms realize return on their CRM and marketing investments.
E Squared consultants collaborating on CRM and marketing automation strategy

About E Squared

E Squared is a botique consulting firm that has extensive experience in CRM and Marketing Automation platforms.  We are heavily experienced in professional services like accounting, legal, and consulting firms.  Our 30 years of experience with many leading firms enables us to bring that experties to organizations of all sizes.  We have exerience with HubSpot, Salesforce, Microsoft Dynamics, Zoho, and industry specific platforms.

Our Mission

At E Squared our focus is to help our clients reach their goals through the optimization and best practices leveraging people, process, and technology. We measure success by our client's growth and their client's exceptional client experience.

Danny Estrada

Founder

Danny Estrada has over 30 years in CRM and Marketing Automation.  He is a former Senior Director at KPMG as well as though leader for CRM Magazine.  He holds certifications in HubSpot, Salesforce, and Microsoft Dynamics and specializes with accounting, legal, and technology firms. 

Contact E Squared for Consulting Solutions

Reach out to E Squared to learn how our management and technology consulting services can accelerate your growth and optimize your CRM and marketing automation platforms. Our experts are ready to guide your strategy and execution—let’s connect today.