CRM Consultants & Implementation Partners in Arvada, CO

Overview

ICB Consulting, Inc. is a small Colorado firm that combines technology consulting, software development and instruction. Its focus is the business applications used by finance, operations and customer-facing teams. The office sits in Arvada, on the west side of the Denver metro area, and the company presents itself as serving Lakewood and the wider Denver market.

As a Microsoft business partner, it resells Microsoft CRM alongside Microsoft Dynamics GP. That makes it a fit for organizations that want one team to support both their customer relationship management system and their accounting platform.

CRM and Related Services

For buyers evaluating CRM partners, ICB covers the full path from purchasing licenses to configuring the system and teaching staff to use it. The firm sells Microsoft CRM, advises on its deployment and offers instruction on the product. Because the same consultants also work extensively with accounting systems, reporting tools and databases, CRM projects can be tied into the wider back-office environment. Its practice areas include:

• Microsoft CRM sales, consulting and user training
• Dynamics GP (Great Plains) accounting deployments
• Microsoft SharePoint
• Custom database work in Microsoft Access and SQL Server
• Reporting with Crystal Reports, FRx, Dynamics Management Reporter and SQL Server Reporting Services
• Website design and development

How They Work

Engagements are billed by the hour. The consultants prefer to work in person at the client's premises, though some tasks are handled remotely from the ICB office. The firm stresses clear communication and aims to explain technical concepts in plain language so that non-IT stakeholders can follow key decisions.

It also points to experience keeping complex systems projects on schedule and within budget. Training comes in two formats: scheduled classroom sessions and tailored instruction designed for one person or a small group. Course topics extend beyond CRM to Excel, Access, Crystal Reports, FRx, Dynamics GP, Management Reporter and SQL Server.

Background and Team

ICB has operated since 2002, with a stated mission of helping companies apply technology to strengthen their finance, operations and accounting work. Founder and president Devin Johnson spent more than a decade as an accountant and previously held a CPA license. He then moved into computer consulting, where he has worked for over fifteen years.

Consultant Michael Plonowski brings more than fifteen years of IT experience, including over ten as a consultant specializing in accounting platforms, reports and databases. Before that, he worked as a bookkeeper at a public company. Office manager Barb "Jo" Johnson handles administration.

The firm notes that its instructors have collectively led hundreds of classes, and it lists Children's Hospital, Standard & Poor's and Denver Health among its clients.

What Sets ICB Apart

ICB's defining trait is the accounting background of its people. Some companies need their CRM to connect to Dynamics GP, financial reporting or custom SQL Server databases. For them, a partner fluent in both bookkeeping and software can narrow the gap between sales data and the general ledger.

The firm's small size means clients deal directly with senior consultants, and its training practice supports user adoption after go-live. Organizations looking for a large multi-office integrator may find its scale limited. Small and mid-sized Denver-area businesses running Microsoft tools, however, may value its hands-on, on-site style of engagement.