CRM Consultants & Implementation Partners in Dayton, OH

Centric Consulting is a business and technology consulting firm with its headquarters in Dayton, Ohio. It has been operating for about 25 years. Founding CEO Dave Rosevelt started the company, and Larry English is the current CEO. CRM is one part of a wider practice that also covers strategy, data and analytics, AI, security, and software development.

Buyers who want a CRM project tied into larger business change will find the platform work and the advisory work offered by the same firm.

CRM platforms and partnerships

Salesforce is at the center of Centric's CRM work. The firm has been a Salesforce partner for more than 15 years and runs a national Salesforce practice. It also holds Preferred Partner status for Agentforce, Salesforce's AI agent product. Buyers working with other systems can use its Microsoft practice, which covers Dynamics 365 as a Microsoft Cloud Partner. As an Oracle NetSuite Alliance Partner, it also works with NetSuite CRM next to NetSuite ERP and Financials.

• Salesforce Sales Cloud, Service Cloud, Marketing Cloud and Experience Cloud
• Salesforce Financial Services Cloud
• MuleSoft integration and Tableau analytics
• Agentforce and Einstein AI features
• Microsoft Dynamics 365 and Copilot
• NetSuite CRM

How engagements are structured

Many Salesforce projects begin with an assessment. Centric reviews the client's existing org, the processes it supports and the quality of its CRM data. The resulting report suggests short-term fixes and longer-term improvements. Centric says its delivery method works for both simple first-time rollouts and complex projects that span several Salesforce clouds.

Integrating Salesforce with the rest of a client's technology stack is a key part of this work. Clients can also hire Centric to rebuild an org that isn't working well, or to provide ongoing managed services after go-live. The firm also uses maturity models for CRM and marketing automation to help organizations plan their next steps.

For Agentforce, Centric helps clients get ready by working on AI strategy, data readiness, governance, security and user adoption before deployment.

Credentials and industry focus

In 2022, Centric earned three Salesforce partner specializations. They cover the nonprofit industry, integration on the Customer 360 Platform, and advanced cross-channel campaigns in Marketing Cloud. At that time, its Salesforce team said it had gained 34 new Salesforce credentials that year. The firm's main industries are:

• Insurance
• Financial services
• Healthcare and life sciences
• Energy and utilities

What sets them apart

Centric is a fairly large firm with a long history. Besides CRM, it offers change management, data governance, program management and cybersecurity, which can help with projects that need more than platform setup. This may suit buyers whose CRM project is part of a broader digital transformation, or who want help with user adoption and data quality as well as configuration. Smaller organizations should note that Centric works across many disciplines and is not a CRM-only specialist.

Ellipse Solutions is a Microsoft Dynamics consultancy headquartered in Dayton, Ohio. It was founded in 2006 and describes itself as a global partner for Microsoft Dynamics AX and Dynamics 365. Listings show it held Microsoft Gold Partner status across Dynamics 365, AX and CRM. Its main business is helping mid-sized companies choose, deploy and keep improving Microsoft business applications.

That work covers customer relationship management as well as the ERP side of the Dynamics platform. Buyers who want CRM and back-office systems handled by one firm may find this combination useful.

Industries and Clients

The firm works mostly with companies whose operations are complex and process-heavy. Its published profiles name these sectors:

• Manufacturing
• Distribution
• Construction
• Professional and service businesses
• Public sector organizations
• Retail and commerce
• Project-based companies

Because it focuses on these sectors, its consultants often start with operational workflows such as inventory, projects, field service and finance. Customer-facing processes are then built on top of that foundation.

Services

Ellipse Solutions handles the full life cycle of a Dynamics project. It runs new implementations and upgrades older AX environments to current Dynamics 365 releases. It also moves organizations from legacy systems onto the Microsoft cloud. Before configuring anything, its consultants review how the client operates today and may recommend reengineering processes.

When standard features fall short, the in-house development team builds custom extensions. The firm also sells Microsoft licensing and provides support after go-live, so clients can keep working with the same partner long after launch. In addition, it partners with DynamicWeb, which lets it combine commerce and content tools with Dynamics 365 for a more complete digital setup.

Approach

The firm pairs packaged Microsoft software with its own consultants and says it follows Microsoft's recommended practices on its projects. It presents its services as cost-conscious and aimed at getting the most value from a client's software investment. Small firms may find the hourly rates on third-party directories mid-range for the Dynamics market. Its team is reportedly between 10 and 49 people. That size suits clients who want direct contact with senior consultants instead of a large rotating staff.

Background and Differentiators

The company traces its ERP experience back to the first years of Axapta in the United States, the product later renamed Dynamics AX and now sold as Dynamics 365 Finance and Supply Chain Management. That long history with one product family is a practical advantage for organizations still running older AX versions.

Ellipse Solutions also runs a separate IT recruiting division with a network of more than 25,000 technical contacts. This can help clients who need extra staff or permanent hires to support their Dynamics systems. For buyers comparing CRM implementation partners near Dayton, the firm's main strengths are its deep Microsoft Dynamics specialization and its focus on industrial and project-driven sectors.

Evoke Technologies is an IT services and consulting firm whose U.S. presence includes an office in Dayton, Ohio. Its CRM work sits inside a wider enterprise solutions practice, so it suits mid-size and large organizations that want customer relationship management handled alongside ERP, data, automation and software engineering. For buyers comparing CRM partners, the firm stands out for supporting several CRM platforms rather than just one, and for treating CRM as part of a connected enterprise system.

CRM platforms and services

The company runs a dedicated CRM Center of Excellence. It covers Salesforce, Microsoft Dynamics 365 Customer Engagement, Oracle CX, Pega and ServiceNow, along with business process management and low-code tooling. Evoke describes itself as a technology partner of Salesforce and Microsoft and as a Specialist partner of ServiceNow, and it says its Salesforce work is done by certified consultants. Typical CRM engagements include:

• First-time Salesforce setup and configuration tailored to the client's own processes
• Custom Salesforce development with Apex code and Lightning Web Components
• Connecting Salesforce to SAP, Oracle, Dynamics, marketing automation and service desk tools so customer data lives in one view
• Moving data off legacy CRM systems and upgrading older Salesforce orgs with as little business disruption as possible
• Dynamics 365 CE projects, including CRM plans that make use of Azure cloud services and setups that scale as customer channels expand
• ServiceNow workflow automation that turns loosely managed customer and IT service processes into structured, connected ones

How the firm works with clients

Evoke's project method blends advisory and hands-on delivery. On automation and custom application work, the team starts with stakeholder interviews and feasibility checks covering cost, risk and timeline. It then moves to prototyping, agile development guided by DevOps practices, parallel testing and continuous deployment, and provides monitoring and support once the system is live.

CRM buyers benefit from in-house quality engineering, which includes functional, performance, security and cloud testing, and from a data and analytics group whose machine learning projects include predicting customer behavior and supporting targeted marketing.

Industries and specialties

The firm serves a broad set of sectors: corporate services, banking and financial services, insurance, healthcare, pharma and life sciences, higher education, hospitality, manufacturing, retail and e-commerce, energy and utilities, agriculture, and oil and gas. Its published case work includes forecasting for a natural gas provider and an AutoML project that helped a global university find promising applicants and improve campaign returns. Both show the firm's habit of pairing customer data with analytics.

Background and reach

Besides Dayton, Evoke lists offices in Dallas, London, Sydney, Wroclaw in Poland, and Hyderabad and Bengaluru in India, so clients can mix onshore and offshore delivery. Its partner network goes beyond CRM vendors to include AWS, Boomi, UiPath, Automation Anywhere, OutSystems, Bonitasoft and ELMO Software.

Lately the company has presented itself as an AI-first transformation partner, with an AI Orbit service line meant to move AI pilots into production. That direction may appeal to organizations that want AI features built into their sales and service platforms.