CRM Consultants & Implementation Partners in Kansas City, MO

Overview

Condado Group is a customer experience consultancy with its main office north of the river in Kansas City, Missouri, and a second location in Lehi, Utah. Founded in 2005, the firm works mainly with large enterprises that want their contact center, CRM and AI tools to operate as one connected system rather than a set of separate applications.

It describes itself as vendor-agnostic and advisory-led, so engagements typically begin with strategy and platform selection before moving into build work and ongoing support. The company has recently been folded into One Primero, a combined brand that unites Condado with the technology delivery group Tricension; according to the firm, its people and client relationships remain unchanged.

CRM and Salesforce work

For buyers focused on CRM, Condado's most relevant offering is its Salesforce practice. The firm implements and tunes Agentforce, CPQ, Service Cloud and Sales Cloud, with particular emphasis on linking Salesforce to the contact center so agents see unified customer data during each interaction.

A separate managed services line takes over day-to-day Salesforce administration, handles release cycles, and can carry clients through a complete Agentforce rollout. Beyond Salesforce, its integration team builds middleware that connects contact center platforms with CRM, ERP and in-house systems.

Its broader service catalog includes:

• CX strategy and advisory, including journey optimization and technology stack selection
• CCaaS implementations and migrations
• Managed services for NICE CXone, Five9, Zoom Contact Center and Genesys
• Custom integrations and middleware development
• AI for contact centers: agent assist, agentic AI, compliance monitoring, analytics and AI-to-human handoffs
• Salesforce implementation and managed services
• Managed security built on Fortinet technology
• Storyblok headless CMS migrations tied into CRM and contact center data

Products and specialties

Condado also offers its own product, CoreConnect, an integration layer aimed at banking and healthcare contact centers. When a call connects, it pulls the matching account or patient record into NiCE CXAgent or Zoom Workplace in under a second, without forcing clients to replace existing systems. The firm's industry focus covers healthcare, banking and finance, insurance, and technology.

Published case studies include a NICE and Watson AI integration for IBM, a Yellow AI and NICE CX deployment that cut call abandonment for Ferrellgas, and Azure-hosted middleware linking internal systems to LiveVox for Toyota Financial Services.

Background and approach

The leadership team draws on prior experience at Sprint, Deloitte, NTT Data and HP Enterprise, and the company belongs to the Primero Group, which brings close to five decades of combined consulting and technology history. Condado reports more than 320 implementations and over $138 million in technology advisory.

Named team members include Chief Revenue Officer Brad Aho, VP of CCaaS Delivery Jason Mitchell and Director of Solutions Engineering Chad Stahlecker. The firm says it places its staff alongside client teams, builds transformation roadmaps jointly, and delivers work in agile increments.

It makes its SOC 2 report available on request and also highlights AI cost governance, helping enterprises keep AI consumption spending under control.

Dynamic Consultants Group, usually called DCG, is a consulting firm that works only with Microsoft business technology. It helps organizations plan, deploy, move to and support the Microsoft cloud. For buyers looking at CRM partners, DCG works with Microsoft's customer engagement products, mainly Dynamics 365 Sales. It also handles the ERP, data and infrastructure systems that a CRM system usually has to connect to.

CRM and Business Applications

DCG's CRM work aims to give sales and relationship teams a planned structure rather than an improvised one. The firm also publishes guidance on what to watch for when a business adopts a new CRM platform. Its business applications range covers Dynamics 365 Business Central, Dynamics 365 Finance and Dynamics 365 Supply Chain Management. This lets clients combine customer data with back-office operations. Power BI and Power Apps add reporting and custom low-code apps on top of these systems.

Services Offered

• CRM and ERP implementation projects
• Advice on which Microsoft licenses an organization actually needs, including EA, CSP and MCA-E agreements
• Solution roadmaps for planning a Dynamics 365 rollout
• Environment security reviews
• Migrations, including tenant-to-tenant moves, VMware to Azure Local, and older legacy systems to Dynamics 365
• Rescue of failed or troubled projects
• Ongoing Microsoft support and corporate training for staff

How They Work

Implementation projects follow DCG's own framework, called SPEAR. It is meant to keep work structured and teams aligned, and to give results that can be measured at each phase. For clients who are just starting, the firm offers early discovery work. This helps them map out the project, decide on licensing and check whether their current environment is secure before any building starts.

Support is a large part of DCG's business. It offers Microsoft support contracts that it presents as an alternative to Microsoft Unified Support, with flexible terms, defined service levels and direct access to senior consultants. Prospective clients can try the service first through a 50-hour support trial or a support ticket trial.

DCG also publishes a transition roadmap for organizations leaving Unified Support. A published case study describes how FHI switched to DCG for its Microsoft support after being unhappy with its previous arrangement.

Industries and Partnerships

DCG lists experience in a broad range of sectors, including:

• Life sciences, manufacturing and construction
• Financial services and banking
• Non-profits, higher education, and government and public services
• Health and fitness, and real estate
• Utilities and energy
• Transportation and logistics, and telecommunications

Besides working directly with clients, DCG works with other technology firms through white-label delivery, referral arrangements and contract staffing. Its website mentions several company locations, a company history section and corporate responsibility programs covering diversity, sustainability, digital sovereignty and wildlife conservation. For buyers who want one partner for both CRM and the wider Microsoft system around it, DCG covers implementation, licensing, migration and long-term support.

LaborTech Solutions is a marketing and technology agency in Kansas City, Missouri. It sets up customer relationship management systems and connects them to automation, digital advertising, websites and artificial intelligence tools. The firm does not treat a CRM as a standalone install. It makes the CRM the center of a wider growth program for small and mid-sized companies, and much of its work is for home service contractors.

Background

Cousins John and Sam Pileggi started the company after testing its methods on their own family-owned home services business. They used lead generation and job booking tactics to grow that business, then turned the approach into an agency. Its clients now include residential and commercial contractors, general contractors, developers and real estate firms.

The site names Molzer Development and CD Constructions among the companies it works with. Its case studies cover local businesses such as The Cleaning Authority in Lenexa, Unique Painting & Windows, Pileggi Painting, KC Mobile Shine and Kelly Law Firm.

CRM and automation offering

All three of the agency's service tiers include a CRM. The Basic plan bundles the CRM with email and text marketing, a website, Google Business Profile optimization, review management, local ad planning, basic analytics and a social media planner. The Premium tier adds automations, sales funnels built for conversion, technical SEO and generative engine optimization, and more detailed reporting.

It also includes a mobile app that lets field crews use the CRM and take point-of-sale payments at job sites. The Platinum level adds in-person filming, a tailored content strategy, ongoing performance tracking and custom AI implementation. Its main capabilities are:

• CRM setup and workflow automation
• Email and SMS campaigns with scheduling, personalization and analytics
• Review monitoring, responses and rating improvement across Google, Facebook and Yelp
• Search, display, YouTube and Performance Max campaigns on Google, plus Facebook and Instagram ads
• SEO, generative engine optimization and website builds
• AI agents for voice and chat, accounts payable and accounts receivable, along with custom AI rollout plans

How they work with clients

The agency says it runs campaigns from setup through ongoing adjustment. It reports on metrics such as open rates, click-throughs and conversions so clients can see where their budget goes. New clients usually start with a free demo or a marketing audit. The firm says clients do not pay if their business fails to grow. Buyers should check how that guarantee appears in the contract. Franchise owners are invited to contact the team about arrangements suited to multi-location brands.

What sets them apart

LaborTech compares itself with freelancers, local agencies and large agencies. It argues that few of them combine marketing, SEO and web work, CRM automation, custom AI and one coordinated strategy in a single package. As an example of larger work, it describes deploying a full AI operating system for a client team to automate communication and centralize data.

The site does not mention enterprise platforms such as Salesforce or Microsoft Dynamics. The firm is best suited to local service businesses that want a bundled marketing CRM with automation and AI managed by one partner.

MCH Strategic Data is a marketing data provider based in Kansas City, Missouri. It helps sales and marketing teams that sell to institutions keep accurate contact records in their CRM and marketing automation systems. The company says it has been in the data business for close to a hundred years.

For buyers comparing CRM partners, MCH is not a classic implementation consultancy. Its strength is the data layer: filling, enriching and maintaining the records inside a CRM rather than configuring the platform itself.

CRM and Integration Capabilities

MCH's main CRM product is DataLocity, which the company describes as a ready-made application for loading verified contact data into well-known sales and marketing platforms. It automatically matches existing CRM records against MCH data and refreshes them, so there is less manual entry and IT staff spend less time on routine data upkeep.

It also includes prospecting tools that let users find new leads and add them straight to the CRM. MCH positions it for organizations that handle large amounts of data. Its integration work includes:

• Real-time data optimization from start to finish for Salesforce users
• Enrichment that adds job titles, emails and other details to customer records
• Merging records and removing duplicates
• Matching leads to accounts for better attribution, segmentation and routing
• REST-style web services through the MCH API Suite, for filling in web forms or feeding existing CRM systems
• Custom integrations built for a client's own sales and marketing tools

The site lists Salesforce, HubSpot, Microsoft and Amazon Web Services among its partners. It also offers custom marketing databases and cloud-based relational databases for clients who need a larger data system.

Industries and Data Coverage

MCH focuses on the institutional market. Its databases cover K-12 schools, district leaders, classroom teachers, child care centers, music and performing arts teachers, and technology decision makers. On the government side, it covers government offices, fire and ambulance services, jails and sheriff departments, and police and highway patrol. A sister site covers healthcare.

According to the company, U.S.-based researchers keep the government file up to date and confirm each institution by phone before adding it. Records are also checked regularly against USPS address-correction and change-of-address systems.

Related Services

Besides integration, MCH offers analytics such as buyer modeling, customer lifetime value analysis, market basket analysis, data mapping and win-back studies for lapsed customers. It also offers data hygiene, email append and custom data compilation. Its email team can run whole campaigns, including choosing the audience, testing deliverability before sending, and reporting results. The company states that it follows CAN-SPAM, CASL and GDPR.

MCH says it works with clients in a consultative way: relationship managers help identify market potential, and data scientists and engineers design larger systems when needed. The company says it values transparency and accuracy. It is a good fit for organizations selling to schools, government agencies or healthcare that want accurate institutional data flowing into an existing CRM.

Straight Line Web Solutions is a small, boutique digital marketing agency based in Kansas City, Missouri, that holds Solutions Partner status with HubSpot. Its clients are mostly small and growing businesses. The firm is rooted in the Kansas City metro but takes on clients across the United States. For buyers in Olathe and the rest of Johnson County, it offers CRM consulting alongside website design, search optimization and inbound marketing, all from one team.

CRM and HubSpot Services

The firm's CRM work centers on HubSpot's customer platform, which brings marketing, sales and service activity into one system. Straight Line helps companies set up the platform, tune portals they already have and expand how they use it over time. Because it is a partner, businesses that buy their HubSpot subscription through the agency may avoid some of the onboarding fees HubSpot would otherwise charge. Its HubSpot work includes:

• Guided onboarding at Starter, Professional and Enterprise levels, built around live training and assigned practice tasks
• Full-service implementations in which the team builds out the portal for the client, usually over one to three months
• Website design on the HubSpot CMS
• Ongoing portal management and support
• Connecting HubSpot to lead generation and content programs

The onboarding tiers scale with each client's experience. Newcomers on a Starter plan get a short engagement covering the core features of one hub. Professional and Enterprise clients move on to intermediate and advanced features, and the top tier also covers custom objects and events. Work beyond the base scope is billed by the hour, so clients pay only for the extra help they actually use.

A Phased Implementation Method

For implementations, Straight Line uses a four-phase approach that starts with discovery, design and build. In discovery, the team looks at the client's goals, obstacles and requirements, and uses the project as a chance to clean up data and rethink processes instead of carrying old habits into the new system.

In design, it plans the data architecture, maps out automated workflows and picks the HubSpot tools that suit the client's staff. Once the client approves that plan, the build stage configures the portal.

Testimonials on the site from executives at Rocket55 and Altek Advanced Materials point to how fast the team learns a business, how well it documents its work and how it trains users with different levels of skill.

Background and Approach

Andrew McClellan founded the agency in 2015. He is the fourth generation of his family to run a business, and he grew up around his relatives' construction companies near Wichita.

He spent close to ten years in operations roles at large construction, logistics and retail firms, then moved into web development, working as a front-end designer in Kansas City and San Francisco. The company describes its staff as a small group of specialists in web design, SEO, content marketing, graphic design and development.

The firm puts its emphasis on results and client education. Its stated priorities include starting every project with strategy, being open with clients, measuring performance and teaching clients to read their own data. Beyond CRM, it builds responsive WordPress sites and online stores, does white hat and local SEO, and designs digital sales funnels based on inbound marketing. That lets one partner handle both a client's CRM and the website that feeds it leads.