CRM Consultants & Implementation Partners in Leawood, KS
There are 2 CRM consultants listed in Leawood, Kansas. Each listing shows the firm's background, address, phone number and website so you can compare your local options before you reach out. You can also browse CRM consultants across Kansas or see CRM consultants nationwide.
27Global
Twentyseven Global LLC, which operates under the name 27Global, is a consultancy headquartered in Leawood, Kansas, just outside Kansas City. Its services span software engineering, cloud computing, data and IT advisory, and it targets executives who see technology as a way to outpace their rivals. Customer relationship management is a secondary area for the company rather than its core specialty.
That work sits within its systems integration offering, where CRM tools are wired into the wider set of applications an organization uses day to day.
CRM Platforms and Connected Systems
Salesforce and HubSpot are among the CRM products the company cites experience with. Its team links these platforms to e-signature tools, document repositories, file-sharing services, ERP software and financial applications, with the goal of keeping information flowing accurately and safely from one system to another. A published case study illustrates the approach.
A wealth management client received a purpose-built application connecting Salesforce to DocuSign and Egnyte, which streamlined how the client processed forms. Organizations whose CRM must trade information with back-end platforms like SAP, Oracle, Microsoft Dynamics, NetSuite or Workday could benefit from this multi-vendor background.
- Connecting Salesforce and HubSpot to surrounding business applications
- Bespoke API creation and API gateways designed for the cloud
- Deployment of integration-platform-as-a-service (iPaaS) tools
- Tailored software builds and updating of legacy applications
- Engineering of data platforms, plus analytics and BI reporting
- Moving workloads to the cloud, reliability engineering and security
- Evaluations of AI preparedness, building AI agents and running them in production
Engagement Model
Development is only part of what 27Global provides. It also acts in an advisory capacity, covering enterprise architecture, product planning and definition, technology assessments, and recovery of troubled software initiatives. According to the company, it selects tools and frameworks to match each client's circumstances rather than steering everyone toward a single vendor. DevOps transformation and automated testing round out its delivery services, allowing an engagement to extend from early strategy and design all the way into long-term operational support.
Sectors and Technology Partners
Financial services and fintech firms make up part of its client base, alongside technology companies and providers of subscription software. Its work also reaches into healthcare, travel, customer experience, and food and beverage. Further sectors include logistics and freight operators, manufacturers, insurers, construction and engineering businesses, and companies in the energy field.
The company holds partnerships with AWS, Microsoft Azure, Databricks, Autodesk and Egnyte, and its AI agent offerings run on AWS, Azure and Databricks. Additional case studies describe a Databricks-based platform that consolidates customer data, an application that automates payouts, and a utility that generates bills of materials automatically within AutoCAD.
For buyers weighing CRM partners, 27Global is a strong match when the priority is integrating a CRM with other corporate systems, developing custom software that surrounds it, or establishing the data and AI foundations that draw on customer records. Organizations seeking a firm focused purely on configuring Salesforce or HubSpot, or on reselling their licenses, should confirm whether such services are offered, because the company positions itself primarily as an engineering and integration specialist.
NewEdge Growth
NewEdge Growth is a consulting firm focused on revenue operations and commercial strategy for private equity sponsors and the business-to-business companies they own. Most of its clients operate in software, technology or professional services, and the company says it holds top-tier partner standing worldwide with HubSpot, Salesforce, Gong, Clay and Anthropic.
Independent business directories place its main office in Leawood, Kansas, a suburb of Kansas City. Organizations searching for help with their customer relationship management platform should know that NewEdge Growth views the CRM as one component of a company's overall commercial machinery, not as an isolated software deployment.
Who it serves
Three connected audiences make up its client base. Private equity sponsors engage it to install common sales, marketing and post-sale infrastructure across multiple portfolio holdings simultaneously. Operating partners and value creation groups rely on it to execute their first-hundred-day agendas and the investment theses behind an eventual exit.
Leaders inside individual portfolio businesses, such as chief executives, chief revenue officers, chief operating officers and heads of revenue operations, hire it to overhaul their commercial function from the inside.
Engagements often begin when recurring revenue stalls following a deal, when a HubSpot or Salesforce environment stops functioning well, when add-on acquisitions leave a company with multiple competing databases, when forecasts cannot be trusted or when owners are getting ready to sell.
Services and platforms
The company organizes its capabilities into four lines:
- Embedded revenue operations: hands-on practitioners own the design and oversight of HubSpot and Salesforce instances, the assignment of inbound leads and service-level commitments, transitions between teams, forecasting methods and leadership reporting.
- Outsourced go-to-market execution: commercial planning and technical buildout that shapes how a company sells, generates demand, grows and keeps existing accounts, and prepares its sales staff.
- Applied artificial intelligence: AI-powered playbooks spanning every funnel stage, paired with work to get data in usable shape, so experiments become production rollouts that can be copied across a sponsor's holdings.
- Systems and technical buildout: rebuilding or migrating HubSpot and Salesforce, custom coding, automated reports, and connections to Gong, Clay, DealHub, Demandbase, Consensus and Crossbeam.
How it works
Projects follow an in-house method named SPORT, an acronym for Strategy, Process, Organization, Reporting and Analytics, and Technology. NewEdge Growth applies it to diagnose whether a company's expansion is constrained by its staff, its workflows, its pipeline or its tools.
Senior strategists map out the commercial plan and underlying data structure, after which technical builders and operations specialists put it in place and refine it. The firm positions itself as a doer instead of a consultant that hands over presentations and walks away, meaning initiatives like unifying CRM setups are carried through to completion.
Clients may engage at the level of one business, extend the program across an entire fund, or open with a diagnostic that prioritizes the most urgent fixes.
What sets it apart
What chiefly separates NewEdge Growth from an ordinary CRM installer is that it paces its work to private equity ownership windows and value creation milestones rather than to the three-month rhythm common among agencies.
For investment funds, it produces uniform dashboards, metrics and templates that can be redeployed from one asset to another, and it ties together HubSpot, Salesforce, Gong and Clay so sponsors see a single unified picture.
Among the outcomes it reports are pipeline visibility improvements of 30 to 50 percent, close rates rising 12 to 28 percent, CRM consolidation finished in fewer than 60 days and stronger forecasting discipline within 90 days.