CRM Consultants & Implementation Partners in Overland Park, KS

Advanced Technology Group, usually called ATG, is a consultancy based in Overland Park, Kansas. It focuses on the systems companies use to price, quote, contract, bill and pay commissions on their sales. ATG was founded in 2000 and now runs as a Cognizant company.

Buyers looking at CRM partners in the Kansas City area will find that ATG is a specialist in quote-to-cash work rather than a general CRM shop. Most of its projects build on top of a customer platform such as Salesforce.

Who ATG Serves

The firm works with mid-sized companies and large enterprises. Many of these clients sell subscriptions or recurring services, where a deal can change after signing and billing gets complicated. Business profiles describe ATG as aiming at large, competitive organizations, including Fortune 1000 companies. Its recent public updates point to work in manufacturing and pharmaceuticals, especially around rebate programs.

CRM and Revenue Services

ATG's main business is putting in and tuning the tools that link a CRM to finance. Its work falls into these areas:

• Advice on quote-to-cash strategy and how processes should be designed
• Setting up configure-price-quote (CPQ) tools, including Salesforce CPQ
• Contract lifecycle management (CLM) projects
• Systems for calculating and managing sales commissions
• Billing setup, including Salesforce Billing
• Salesforce Rebate Management for companies that run incentive or rebate programs
• Ongoing managed services after go-live

A good example of its approach is a connector ATG built. It links Salesforce CPQ and Salesforce Billing to the NetSuite financial system, so invoice data moves from the sales side to the accounting side. ATG has published recorded demos of this connector and other tools in the resources section of its website.

How ATG Works With Clients

ATG says it uses its long experience in this field plus a set of ready-made delivery tools to speed up projects. Projects can begin with advice and process design, move into setup and integration, and then continue with managed support.

This suits companies that want one partner to look after their revenue systems over time instead of handing them off after launch. Third-party profiles say ATG puts senior consultants on its projects and tries to match team size and length of engagement to what each client actually needs.

Background and Scale

The company has its headquarters in Overland Park and lists 201 to 500 employees. Records from the past also show an office in Plainsboro, New Jersey. Being part of Cognizant means ATG can draw on a much bigger global IT services firm, while its own team keeps working only on revenue systems.

For buyers whose CRM problems sit mainly in quoting, contracts, billing or commissions, ATG's tight focus on these areas is what most sets it apart from general CRM implementers.

Business Data Services, usually shortened to BDS, is a family-owned managed IT and cybersecurity firm based in Overland Park, Kansas, a short drive from Olathe. Huey Huynh founded the company in 2004, and it has worked with small and mid-sized organizations across the Kansas City metro for two decades.

Buyers looking for a CRM partner should know that BDS is mainly an IT services company. Its sales and customer-management work is built around Microsoft Dynamics 365 Business Central, an all-in-one business management platform, rather than a separate CRM practice.

Business applications and CRM-related work

BDS presents Business Central as the next step for local companies that have moved beyond QuickBooks, spreadsheets and software that doesn't connect well. The platform brings accounting, sales, inventory, operations and reporting into one system.

The firm highlights features such as sales quotes and orders, workflow automation and live reporting, and it points to the AI and Copilot tools built into Business Central. BDS also offers separate Microsoft Copilot consulting, setup and training.

Because the company manages Microsoft 365 as well, a client can have the same provider handle its business application, email, Teams and file storage.

The firm names several kinds of organizations it sees adopting Business Central:

• Professional services firms
• Contractors
• Manufacturers
• Financial advisors
• Accounting practices and other data-heavy small businesses

Broader IT and security services

Alongside the application work, BDS offers a full managed IT range. This covers proactive monitoring and maintenance, a help desk, server support, daily backups kept both on site and off site with monthly recovery checks, cybersecurity services, security awareness training, penetration testing, VoIP phone systems, IT project management and website design.

Over time the company has moved toward a security-first identity. It says it belongs to the small group of MSPs nationally, under two percent, that choose to have outside auditors review their own internal security controls. Its stated mission is to protect one million people, starting with its home region.

How BDS works with clients

BDS favors plans built around each client over packaged offerings. One client testimonial describes the team learning the client's goals before drafting a project plan, then moving the company from an on-premises server into Microsoft 365 on schedule and within budget. All support comes from W-2 staff based in the United States, with no outsourced or offshore help desk.

The company promises a response within three minutes for network-wide outages and within one hour for less urgent requests. It can also provide round-the-clock help desk coverage when needed, and it backs its work with a full money-back guarantee. It reports keeping 99 percent of its clients.

For buyers in the Olathe area, BDS is the best fit for small and mid-sized businesses that want Business Central set up and supported by the same local team that looks after their infrastructure, Microsoft 365 environment and cybersecurity. Organizations that need specialists in Dynamics 365 Sales, Salesforce or HubSpot will not find those platforms among its listed services.

Clarus Group is a technology consultancy based in Overland Park, Kansas, and its work centers on the Salesforce platform. Buyers comparing CRM partners will find a firm that covers the whole life of a Salesforce engagement. That runs from early advisory work and the first build-out through configuration, rollout, day-to-day administration and support after launch. The company serves commercial organizations as well as government agencies, and it runs separate practices for tribal nations, higher education and healthcare.

Background and credentials

The business was founded in 2007 and became a Salesforce consulting partner in 2017. It describes itself as veteran owned and based in the Midwest. Its project history covers financial services, agriculture, transportation, manufacturing, construction and healthcare, among other fields. The firm relies heavily on low-code and no-code tools. That may suit buyers who want systems their own administrators can maintain without a lot of custom development.

CRM services

• Salesforce strategy and expert advisory
• Setting up and configuring Salesforce orgs
• Deployment and go-live help
• Managed services, administration and ongoing support
• Designing and rolling out Agentforce AI agents
• Salesforce Education Cloud solutions
• Event and calendar orchestration built with Summit Events

Higher education specialty

The education practice gets the most detail on the firm's website. Clarus builds a Salesforce engagement layer for colleges that need to recruit and keep students without adding staff. The main pattern pairs two concierge agents. A student-facing agent answers routine questions at any hour from approved content and passes along a structured request when a person needs to step in. A staff-facing agent helps employees decide cases, track service levels and keep outgoing messages consistent. Specific offerings include:

• An admissions agent that sends qualified prospects to counselors and logs their intent in Education Cloud
• A yield and melt program that spots hesitation among admitted students and triggers tailored outreach
• A student success agent that shortens case queues
• An employee concierge for HR and IT requests
• A connected calendar and events solution for the whole campus

The way the firm engages may appeal to buyers who are wary of large, risky projects. Clarus suggests starting with a single workflow, one audience and one measurable goal, showing results quickly and then expanding where the payoff is biggest. Its education work is meant to sit alongside a school's existing student information system and CRM rather than replace them. Prospective clients can start with a short mapping session to find a high-volume pain point and scope a modest pilot.

Products and culture

Besides consulting, the company lists two products of its own on its website, CoRRe and Clarus PERMIT. Internally, it names curiosity, collaboration and confidence as the traits it looks for in staff, and its core values are quality, value and integrity. Employees are reimbursed for training and certifications.

The firm says it actively recruits women, veterans, people with disabilities and minority candidates. Its community work includes support for the Veterans Community Project in Kansas City, PCs for People, Hidden Heroes, Inova and CCF.

Fluent Consultants is a business technology consulting and software engineering firm based in Overland Park, Kansas, serving organizations across the Kansas City area and the wider Midwest. Its stated aim is to help midsize companies use software and data to grow revenue, profitability and market share.

For buyers comparing CRM partners, the firm is best understood as a custom development and integration shop that treats customer relationship management as one part of a broader technology strategy, rather than as a reseller of a single packaged platform.

CRM approach

The company views a CRM as potentially the most important system a business runs, since sales and other customer-facing staff depend on accurate records of customer status, purchases and communications. Its CRM work starts from business goals instead of software features: consultants help clients shape a platform that reflects their strategy, operations and processes, then build, configure and connect it. Where off-the-shelf tools fall short, the team can develop custom CRM software or automate workflows around an existing system.

A published case study shows how this works in practice. A Kansas City insurance carrier that earns most of its revenue by answering requests for proposals worked with Fluent to build a solution combining Microsoft CRM and SharePoint. According to the firm, the project shortened the RFP response cycle by roughly 30 percent and sharply cut errors in critical data.

Services relevant to CRM buyers

• CRM strategy, design and custom CRM development
• CRM and workflow automation
• Software selection guidance for teams unsure which system fits
• Data integration between CRM and other business systems
• Dashboards, analytics and data warehousing
• Customer portals, B2B e-commerce and SharePoint intranets
• Artificial intelligence solutions and fractional CIO leadership

Engagements typically begin with a discovery session, in which the team reviews a client's people, processes and systems to locate bottlenecks and produce a practical roadmap. From there, clients can draw on advisory services such as project management, IT coordination and software selection, or on engineering work spanning custom applications, mobile apps and integrations. This mix lets a company that needs both independent advice on choosing a CRM and hands-on build and integration work handle both through one partner.

Background and team

Fluent Consultants has operated since 1999 and points to more than 25 years of experience in business technology. Its developers work as a small, self-organizing team out of the firm's south Kansas City offices, and the company reports that they average more than 15 years of experience building business applications from scratch.

Other case studies describe a custom system for a midsize Kansas City insurer and broker that saved hundreds of staff hours per week, a franchisor integration project that dramatically sped up a mission-critical system, and a mobile app built for a funding company.

These examples point to hands-on experience in insurance, financial services and franchise operations, along with a focus on connecting CRM data to the rest of the business.

iDatalytics is a technology consulting and solutions company whose United States base is in Overland Park, Kansas, a short drive from Shawnee. It operates as iDatalytics LLC domestically, with sister delivery offices run by iDatalytics Technologies Private Limited in Kochi and Hyderabad, India. CRM work is one practice inside a wider portfolio that also covers data engineering, artificial intelligence, analytics, automation, cloud and DevOps, which may suit buyers who want CRM tied closely to reporting and process automation.

CRM platforms and services

The firm states that it holds registered Salesforce partner status as both a Consulting Partner and an AppExchange Partner. Its Salesforce team handles implementation, integration and customization across several clouds, and it positions this work as applicable to any industry or functional area. Alongside Salesforce, iDatalytics runs a Zoho practice built around Zoho CRM as a central hub that unifies sales, marketing and support activity, extended with companion Zoho applications.

• Salesforce Sales Cloud, Service Cloud and Marketing Cloud implementation
• Community Cloud portals, forums and partner or customer communities
• Einstein Analytics setup, plus SERVE, a four-week engagement for exploring Salesforce Einstein
• Integration and customization of existing Salesforce orgs
• Zoho CRM deployment with Zoho Forms, Zoho Social and Zoho Analytics
• Workflow automation, custom app building and integrations on Zoho developer tools

The Salesforce engagements are framed around common business problems: raising the productivity of sales staff who juggle many tasks, giving customers self-service access to information, building connected online communities for customers, employees and partners, and using integrated marketing automation to keep the experience consistent across touchpoints. On the Zoho side, the focus spans sales tools such as live chat, e-signature and scheduling apps, marketing tools including campaigns and webinars, and self-service BI.

Own products

Unlike many pure service shops, iDatalytics builds its own software. Forti5, published on the Salesforce AppExchange, adds content filtering and moderation to Salesforce Communities, screening out spam, profanity, offensive posts and harmful links. Other in-house solutions include NetSights, an operational analytics platform for time-series data; ReClaim, an AI-driven claims adjudication tool; Dolphin, a secure communication and scheduling app aimed at healthcare stakeholders; and Opto, an optimization engine for constraint-based operational problems.

Background and approach

The company describes its client base as ranging from mid-size businesses to large multinational enterprises, and its home page displays logos of organizations such as Nokia, Netsmart, JP Morgan, Sprint, Terracon and Parker. It holds WBE and MBE certifications, which may matter to buyers with supplier diversity goals, and it is an E-Verify employer.

Its stated philosophy is that carefully scoped, properly staffed and well executed engagements produce measurable value, and it contrasts this with consultancies that promise more than they deliver. Listed values include integrity, respect, customer focus, innovation, teamwork and community, and the firm says it continually retrains itself as technologies and business models change.

It also offers contingent staffing through a human capital practice, which can help clients who need extra CRM or data talent on their own teams.

INNOVA Consulting Group is a technology consultancy headquartered in Overland Park, Kansas, that positions itself as a partner for organizations building on Microsoft and Pega platforms.

For buyers evaluating CRM implementation firms, the company is notable for offering both Microsoft Dynamics 365 Sales and Salesforce CRM work under one roof, alongside a broader catalog of cloud, ERP, and process automation services. Its client base ranges from large enterprises down to small and midsize businesses, and it also maintains a dedicated practice for public sector agencies.

CRM and business application services

On the customer relationship side, INNOVA lists Dynamics 365 Sales and Salesforce as distinct offerings, which gives prospective clients a choice of platform rather than a single-vendor recommendation. Its Dynamics 365 business applications practice focuses on making workflows more efficient and helping teams communicate better internally, and it ties into the firm's Dynamics 365 ERP work for companies that want sales and back-office systems connected. Related capabilities that often matter during a CRM rollout include:

• Dynamics 365 Sales and Salesforce CRM implementation
• Dynamics 365 ERP deployment
• Pega services and Pega training for process automation
• Microsoft Copilot and Azure cloud services
• SharePoint migration and Microsoft 365 usage and adoption programs
• Mobile application development and mainframe modernization

How the firm works with clients

INNOVA describes its delivery approach through what it calls the INNOVA CoE, a center-of-excellence methodology governing how projects are delivered and supported. The firm emphasizes onboarding and hands-on work with client staff so that new systems are actually used after go-live, which is relevant for CRM projects where user adoption often determines success.

After implementation, clients can move to its Support-as-a-Service offering, which covers proactive monitoring, reactive help, and the handling of incidents and day-to-day tasks. Organizations that need extra capacity can also draw on offshore staff augmentation, and companies going through mergers or acquisitions can request a technology assessment.

Licensing and public sector work

Beyond consulting, INNOVA resells Microsoft licenses, so a client can source Dynamics 365 or other Microsoft subscriptions through the same partner handling configuration and support. The company runs a government practice serving federal agencies as well as state and local entities, and it publishes information on the contract vehicles it holds. Its blog and webinar series cover subjects such as aligning IT strategy with business objectives and choosing software partners for government projects.

Background and credentials

The firm states that it has held Microsoft Gold Partner status and worked as a Pega specialist for more than ten years, completing hundreds of implementations for customers across the United States. In addition to its Overland Park headquarters, INNOVA lists offices in Atlanta, Georgia, and Scottsdale, Arizona.

For Kansas City area buyers, the combination of a local head office, experience with two major CRM platforms, licensing capability, and ongoing managed support makes it an option worth considering for projects that extend beyond a standalone CRM deployment.

NeuNet Consultants, the trade name of NeuNet Technologies LLC, is a CRM consulting firm focused entirely on Salesforce. Its head office has been in Overland Park, Kansas since 2007. The firm helps organizations plan and run Salesforce deployments, and it also advises on the business strategy behind a CRM investment, not just the technical setup. Buyers looking for a Kansas City area partner that only does Salesforce will find NeuNet built around that single platform.

Who They Serve

NeuNet mainly works with small and mid-sized organizations. It has supported customers on the Group, Professional and Enterprise editions of Salesforce, so it suits teams starting with a modest licence as well as companies on the larger enterprise tier. Its listings describe the Midwest, the Rocky Mountain states and the Great Lakes as its core territory.

The firm says it has finished more than 500 projects for several hundred clients, and it publishes a map showing where that work took place.

Services

The firm's offering covers the full life of a Salesforce rollout, from early planning to the point where staff use the system confidently. Its main services include:

• Planning CRM strategy before configuration begins
• Configuring and deploying Salesforce for new customers
• crmCOACH, a packaged start-up service for quick early results on Professional and Enterprise orgs
• Refresh work for existing orgs that need cleanup or redesign
• Hands-on training for power users who will own the system internally
• Certified Salesforce administrators and consultants for ongoing support

How They Work

Before any commitment, NeuNet offers prospective clients a free one-hour call to talk through the project scope, goals and likely approach. Its training model centers on power users: a few internal champions are trained intensively so they can drive adoption after the consultants step back. The firm also puts weight on keeping the same project lead from the first sales conversation through delivery and support, so clients don't have to repeat their requirements to a new team at each stage.

Locations and Background

Overland Park is the headquarters, and the firm's site also lists Denver, Kansas City, St. Louis, Phoenix and Austin among its locations. This spread lets it serve clients across several regions while staying a Midwest company at heart. NeuNet has been part of the Salesforce consulting partner network for years and lists its services on the AppExchange marketplace.

Its focus on a single platform, its packaged start-up offering and its long record of completed projects are the main things buyers should weigh when comparing it with broader, multi-vendor CRM consultancies.

New Dynamic, LLC is a Microsoft Solutions Partner headquartered in Overland Park, Kansas. The firm focuses solely on Dynamics 365 Customer Engagement (CE) along with Microsoft's Power Platform rather than splitting its attention across many software vendors. For buyers looking for a partner that knows the Microsoft CRM stack in depth, that narrow focus is the main thing setting it apart.

What the firm does

The company plans, configures, integrates and supports Dynamics 365 for sales, service, marketing and leadership teams. Its work is aimed at giving those groups a shared view of pipeline, activity and performance data, and at removing manual steps from processes such as preparing quotes. More recently it has added AI work built on Microsoft Copilot and the Microsoft Sales Agent, which helps clients bring automated agents into their sales process alongside human representatives.

• Dynamics 365 Customer Engagement and Sales implementations
• D365 Health Check reviews of existing deployments
• Process mapping and workflow automation, including quoting
• Integrations with other business systems, such as Procore for construction clients
• Contact center projects, including planning to lower replatforming risk
• Copilot and agentic sales enablement
• Ongoing support delivered through a client support portal

How it works with clients

Organizations that already run Dynamics 365 can start with a Health Check. In this engagement the team looks at how the system is set up for that particular business, finds problems, and points out improvements the client is not yet using.

For new projects, the firm encourages careful scoping and budgeting up front and publishes a downloadable guide on planning CRM projects so they do not fail. Client testimonials on its site describe clear communication, transparent working habits, projects that came in under budget, and in-house staff who picked up skills by working next to the consultants.

Industries and results

The published client list leans toward construction, manufacturing, industrial equipment and private equity. Named clients include Koester Construction, J.E. Dunn, J.C. Anderson, Sub-Zero Group, Maxi-Lift, CorVent and Cross Point Capital. In one case study, Koester Construction brought its client, pipeline and performance data together in Dynamics 365 and linked it to Procore.

Another client says that rebuilding its quoting process in Dynamics 365 Sales brought average quote turnaround down from roughly two days to about two hours. Others mention better cross-selling, closer alignment between sales and marketing, and faster delivery than larger competing firms had estimated.

Background

The founder started New Dynamic after nineteen years at PSC Group, where he had been a partner. The firm runs a thought leadership blog on Dynamics 365 CE topics, including product updates, Copilot changes and contact center planning. It also takes part in local community efforts such as Giving the Basics. For companies in the Kansas City area that are comparing Dynamics-focused CRM partners, New Dynamic offers a local office and a practice devoted to customer engagement.

ProCore Resource Group is a Salesforce consulting firm based in Overland Park, Kansas. It helps organizations plan, build, repair and extend their Salesforce environments. Its clients range from younger companies that are still growing to large enterprises. The firm presents itself as a specialist partner, not a broad IT generalist. Buyers who need help with Sales Cloud, Service Cloud or integration work will find that it works only on the Salesforce platform.

Approach and methodology

ProCore's main idea is that CRM projects usually fail because nobody examined the business processes first, not because of the software itself. The company name reflects this: it stands for putting process at the center of every engagement. Its proprietary Process First Framework changes the usual order of work.

Most projects collect a list of feature requests and configure against it. ProCore's team first records how the organization earns revenue, delivers service and moves data between systems, and only then works out the requirements from that documented process architecture. The firm says this order cuts down on missed requirements, rework after launch and surprises once users go live.

CRM services

• Process First Discovery: a mapping exercise at the start of a project that finds gaps, duplicated effort and integration points. It produces a written process architecture that guides requirements, configuration and integration design.
• Sales Cloud implementation: defining the sales cycle from the first needs assessment to pricing, proposals, contracts and closing. Each stage is fitted to the client's industry and business model, with a data model built to last.
• Service Cloud implementation: designing case handling from intake through sorting, routing, escalation and closure, so each case type follows its own path.
• Systems integration: connecting Salesforce with the other applications a client uses.
• On-demand support: help when it is needed, outside of full projects.
• Rescue and remediation: taking over troubled implementations, complex integrations and orgs with a lot of built-up technical debt.

Rescue work is a big part of the firm's identity. ProCore says clients of other consultancies turn to it when a project has stalled or become too complicated. It also stresses that it is willing to take on an org in poor shape.

Products

ProCore is linked to IOLITE Solutions, a catalog of low-code add-ons for Salesforce administrators who need a quick fix without paying for a full project. The products include tools that automate data loading, checklists that guide staff through processes, and connectors for linking outside apps. The company says these ready-made products let it deliver common solutions faster and more cheaply than custom development.

Background and credentials

The firm was founded by an architect who used to work in technology at Accenture. It says it has done Salesforce work since 2004 and has completed more than 750 projects in over 20 industries. Most of its experience is in finance, technology and healthcare, followed by transportation, manufacturing, insurance, telecommunications, media and nonprofits.

ProCore states that every consultant holds Salesforce certification as a developer or architect and has at least 12 years of experience working only on the platform. For buyers comparing partners, what sets the company apart is its senior Salesforce-only team, its documented process-first method and its catalog of ready-made products.

TANK New Media is a Kansas-based growth agency that combines branding, web development, marketing and CRM technology work, with a strong emphasis on the HubSpot platform. Operating as TANK New Media, LLC since 2009, the firm positions itself as a single partner that can bring a company's brand, website, marketing, sales and customer service functions into alignment, using consistent messaging and integrated software to remove obstacles to growth.

Who they work with

The agency focuses on leaders of organizations in complex markets, where buying journeys tend to be long and growth rarely follows a simple path. Its stated sweet spot is businesses bringing in roughly three million dollars or more per year that want to scale from seven-figure to eight-figure revenue. Industry pages on its site highlight the following sectors:

• Manufacturing and industrial companies
• B2B services and technology, including vertical SaaS providers
• Agribusiness and food supply chain organizations
• Nonprofit organizations

CRM and HubSpot services

For buyers evaluating CRM partners, the most relevant part of TANK's offering is its dedicated HubSpot practice. The firm lists consulting, implementation, onboarding and CRM migration services for HubSpot, along with HubSpot AI work and CMS development on HubSpot's content platform. It also provides revenue operations (RevOps) consulting.

Under its technology and automation work, the team sets up, integrates and automates business processes and systems so that client data stays clean, organized and current, with the goal of getting more value from existing software investments.

Sales enablement engagements combine process design, software, video, collateral and other resources to help sales teams move deals forward with less friction, while service enablement applies a similar approach to support departments so they can resolve tickets more quickly and improve the customer experience.

How engagements work

Work typically starts with a short discovery call, followed by a three-stage framework. A GAP Assessment documents the client's current position, goals and the obstacles holding back growth. A tailored Growth Plan then sets out the program and the metrics used to judge progress. Finally, TANK carries out the program and reports on KPIs measured against the agreed goals.

Clients are assigned a Program Director as their main contact for strategy, approvals and regular status updates, and the agency also runs a shared team inbox so questions are routed quickly.

Background and track record

Beyond CRM, TANK delivers brand identity and design systems, website builds and redesigns, and inbound content marketing programs, which allows companies to handle front-end marketing and back-end CRM configuration with one team.

Published case studies include Pack Leader USA, a maker of labeling, filling and capping equipment; Dakota Storage Buildings, a Midwest shed manufacturer; Lansing Trade Group in agribusiness; and the consulting firm Overland Resource Group.

The company also offers an AI readiness assessment, guides and templates, a blog and a podcast aimed at manufacturers, reflecting its particular interest in the industrial sector.