CRM Consultants & Implementation Partners in Fishers, IN

Offprem Technology is a consulting firm based in Fishers, Indiana, that helps organizations set up, run and improve Salesforce, along with Anthropic's Claude AI. Clients can use either platform alone or both together.

The firm works with companies at every stage: those choosing a CRM for the first time, those that already use Salesforce and want better results, and those that have tried Claude and now want it to deliver real business results.

Offprem says its team holds more than 400 Salesforce and Anthropic certifications, has over 100 staff members and has served more than 2,400 customers.

CRM services and platforms

Offprem's Salesforce work runs from the first rollout through ongoing administration, and it covers every major cloud. On Service Cloud, consultants configure case management, case routing, the Lightning console, macros, knowledge bases and portals. They also build reports, dashboards and workflows, and they handle users, data and security. The firm's expertise includes:

• Sales Cloud, Service Cloud and Experience Cloud
• Marketing Cloud Engagement, Account Engagement and Marketing Cloud on Core
• Agentforce and Data Cloud
• MuleSoft integration
• Claude deployments, including links between Claude and Salesforce data that keep existing permissions and governance in place

For buyers interested in AI, Offprem connects Claude to trusted CRM data so that AI tools follow the business rules the company already has. Smaller and growing firms can also get help choosing where to start with Claude and building it into daily work.

Delivery approach

The company calls its method AI-first delivery. AI tools speed up the work, while certified consultants make the key decisions. Projects move through six stages: planning, design, build, deployment, operation and ongoing evolution. Offprem says senior staff stay involved after discovery, its advice is meant to be something the client's own team can maintain, and clients always know who owns each next step.

Industries served

Offprem works across many sectors, including financial services, education, health and life sciences, nonprofits, the public sector, hospitality and travel, retail and consumer goods, sports and entertainment, and technology. In financial services, it serves wealth managers, banks, credit unions, lenders, insurers and fintech platforms.

Typical work includes building a single view of each client, automating know-your-customer and compliance tasks, and linking Salesforce to systems such as Fiserv DNA, Jack Henry, nCino, Encompass, MeridianLink, FIS, and custodians like Charles Schwab and Pershing.

Background and leadership

Managing Partner Greg Purcell worked at Salesforce from 2008 to 2016, where he led a West Region services team for Marketing Cloud and also worked as an implementation consultant and architect. Vice President of Operations Lauren Jennings spent 13 years at Salesforce Marketing Cloud running complex implementations for large customers.

Bill Cobb leads the delivery team as Vice President of Consulting Services and has worked with Salesforce since 2010. Partner Bill Grube oversees finances, and Chief Revenue Officer Austin Hillman, a former solution architect at the firm, leads the commercial business. Offprem also takes part in the 1% Pledge.