CRM Consultants & Implementation Partners in Albuquerque, NM

Automation Consultants Inc. is a technology consulting firm based in Albuquerque that has worked with New Mexico organizations since 1983. Its practice centers on Microsoft business applications, combining CRM, ERP, analytics and productivity tools into integrated systems. Buyers evaluating CRM partners in the state get a long local track record. They also get the resources of a national Microsoft Dynamics network through the firm's affiliation with Velosio, which dates to 2013.

CRM and Microsoft Platform Expertise

For customer relationship management, the firm works with both the earlier Microsoft Dynamics CRM and the current Dynamics 365 CRM. It positions these alongside back-office platforms such as Dynamics GP and Dynamics 365 Business Central. That way, customer records, service history, invoicing and project data can live in one connected environment instead of separate silos.

Project-focused clients can add Progressus for project costing, while Power BI and Microsoft SQL support reporting. The team also handles Microsoft 365, Teams and Copilot, so CRM deployments can tie into the email, collaboration and AI tools staff already use. Most solutions are available either as cloud subscriptions or installed on premises.

Its service menu spans the whole lifecycle of a business system:

• Needs assessment and consulting
• System design
• Implementation
• Customization
• Training and testing
• Workflow design and reporting analytics
• Ongoing support

How They Work

Engagements follow a proprietary approach the firm calls Objective-Oriented Improvement (OOI), which draws on military strategy, clinical practice and software engineering. Early conversations establish shared goals with the client. These are then developed into an organization-wide objective tree and a dedicated plan for each project.

Beyond software, the consultants look at information quality broadly, including data entry errors, misinformation, fraud risk, management practices, cybersecurity and artificial intelligence. Their work brings together accounting, management, computer science, project management and systems design. The company reports an implementation success rate above 90 percent.

Industries Served

The firm lists experience with professional services firms, software developers, scientific research organizations, engineering and engineer-to-order businesses, high tech manufacturers, wholesale and distribution companies, non-profits and health care providers. For service-based businesses in particular, it emphasizes bringing client information, time and expense capture, project budgeting and billing into a single platform. Client size varies widely. Its largest accounts include a non-profit with more than 700 employees and an online organization approaching 8,000 staff, while its smallest is one individual.

Background and Credentials

Automation Consultants has held Enterprise-level partner status for Great Plains Dynamics since 1991 and remains a Microsoft partner. It also has additional technical backing through a Stratus Cloud Alliance relationship. Its staff includes certified professionals. Its founder served as a council member of ICCP, a certification institute for computing professionals, and helped shape the ethics code the firm follows. Past projects include:

• Automating the New Mexico governor's office
• Supporting a Santa Fe manufacturer through growth that led to a major acquisition
• Building quality assurance software for jet-engine component production that the U.S. Air Force adopted

The company also says it is open to working with other consultants and partners as well as new clients.