CRM Consultants & Implementation Partners in Indianapolis, IN

Dexpro Dynamics is a boutique, woman-owned consultancy built around Microsoft Dynamics business applications. It works on both the ERP and the customer relationship management side of that ecosystem. The firm is headquartered in San Francisco and lists consulting offices in many U.S. cities, including Indianapolis on North Keystone, which lets it serve organizations across the country. The company says it has operated for nearly ten years and that the large majority of its clients renew with it annually.

CRM Capabilities

On the CRM front, Dexpro supports the current cloud subscription offerings, Dynamics 365 Sales and Dynamics 365 Customer Service. It also continues to support older on-premises and hosted installations of Dynamics CRM, which is useful for companies that have not yet moved to the cloud.

On the sales side, the firm helps teams track opportunities with less manual data entry, coordinate across lengthy deal cycles, and automate approval steps. On the service side, it helps organizations route cases by rule, keep a knowledge base current, and give agents a complete picture of each customer relationship.

• Implementation and migration from legacy systems
• Version upgrades, including complex projects involving third-party modules and customizations
• Integration of CRM with Dynamics GP and Business Central using tools such as Power Platform, SmartConnect, Scribe, SSIS and web services
• Dashboards and reporting with Power BI, SSRS and live Excel connections
• Customized training delivered online, on-site or by phone
• Project management, support desk services and cloud platform assessments

Background and Team

CEO Marlena Stark founded the company. Before moving into consulting, she worked as an IT manager and later as a CFO at an organization that ran Dynamics GP, and she went on to lead a GP practice in Chicago. She holds a computer science degree.

Interim CFO Todd Zeller brings more than three decades of accounting and small business finance experience. The wider team includes former executives, IT directors, enterprise software consultants, project managers and people who previously used Dynamics day to day. Dexpro states that it does not outsource its work and that clients deal only with senior-level consultants.

How They Work

The firm follows a structured implementation method that stresses careful planning before any configuration begins. Its stated practice is to help clients make full use of the software they already license before recommending new purchases. Clients receive quarterly check-in meetings at no charge to review their needs and upcoming Microsoft changes, and prospective clients can request a short introductory support call. The company names integrity, transparency and directness as core values and emphasizes predictable billing.

Beyond CRM, Dexpro has published industry pages for government, nonprofit, manufacturing and distribution organizations. It also helps companies move from Dynamics GP, NAV, QuickBooks and other platforms to Business Central, and it has committed to supporting GP users through Microsoft's announced end-of-life timeline. That combined ERP and CRM depth may appeal to buyers who want their customer data tied closely to their financial system.