CRM Consultants & Implementation Partners in Westerville, OH

DevCare Solutions is an IT services and consulting firm based in Westerville, Ohio. Its website presents a broad menu of offerings, with CRM implementation listed among the solution areas and also tied to its managed project work. For buyers comparing CRM partners, DevCare is best understood as a multi-practice provider. CRM sits alongside several other technology disciplines instead of being the company's only focus.

CRM and healthcare focus

The company positions CRM as a way for organizations to move their business forward, and it connects that message to its managed project model. Its most specific CRM-related asset is a Salesforce offering for healthcare, which the company describes as built end to end and including integrations with electronic health records.

That makes DevCare a reasonable candidate for providers and other health-sector organizations that want a Salesforce-based system for managing patient relationships. The site gives limited detail beyond this summary, so prospective clients should ask for specifics on scope and delivery.

Ways to work with the firm

DevCare organizes its services into three engagement styles:

• Managed projects, where the firm takes responsibility for delivering an initiative such as a CRM rollout
• POD solutions, aimed at emerging and niche technologies that support better customer-facing experiences
• Staffing services, which supply talent to clients across a range of industries

This spread allows a client to outsource an entire program, commission a specialist team for a focused need, or simply add people to an existing group.

Broader solution areas

Outside CRM, DevCare lists work in several other areas:

• Foundational and next-generation digital services
• Modernization of aging applications
• Document and content-focused platforms intended to improve efficiency and resilience
• Migration to, or transformation within, the hosting environment a client prefers
• General enterprise support for IT initiatives
• Emerging technologies

Organizations whose CRM project overlaps with these needs, such as replacing outdated systems or moving workloads, may value having them handled by one vendor.

Innovation through DevLabs

DevCare operates an internal innovation group called DevLabs, which the company says works around the clock to produce products and accelerators for clients. The published list includes:

• A chatbot accelerator with built-in AI and machine learning
• A DevOps automation framework designed for Microsoft's hosted platform
• An accelerator for robotic process automation platforms and their use cases
• A no-code route for updating older .NET applications
• A general accelerator for establishing digital foundations
• The Salesforce healthcare offering noted above

For a CRM buyer, these tools could be relevant when a project also calls for conversational service channels, automated workflows, or the retirement of outdated custom software.

Resources and company background

The firm shares its experience through a blog and white papers, and its site also points to news, leadership, partner and careers pages as well as a social responsibility section. Together with its Ohio base, these suggest a company that mixes delivery work with thought leadership. Central Ohio organizations, particularly in healthcare, may find its combination of CRM delivery, flexible engagement options and reusable accelerators worth evaluating.

Dextara Datamatics is a Salesforce-focused consulting and implementation firm whose United States office sits in Westerville, Ohio, with additional delivery capacity in India. Originally launched as Dextara Digital in 2019, the business was acquired by Datamatics Global Services in April 2024 and now operates under the combined Dextara Datamatics name.

Datamatics later took up the remaining minority stake, so the firm is now a wholly owned subsidiary of the larger Mumbai-based digital technologies group. For buyers, that means a specialist Salesforce team backed by the resources of a publicly traded parent.

Credentials and track record

The company holds Summit (Platinum) status in the Salesforce partner program as both a consulting partner and an independent software vendor. Public reporting around the acquisition credits the team with more than 250 Salesforce certifications and upward of 600 completed Salesforce projects for a client base of over 150 organizations worldwide.

Founder Sreekanth Lapala continued to lead the management team after the deal. This dual role as an implementer and a product builder is a notable differentiator when compared with partners that only deliver services.

CRM services

Dextara Datamatics covers the full lifecycle of a Salesforce program, from early advisory work through go-live and ongoing operations. Its offering includes:

• Salesforce strategy and consulting engagements
• New implementations and rollouts across multiple clouds
• Integration of Salesforce with other business systems
• Administration and developer support
• Managed services with round-the-clock support coverage
• Product development and AppExchange listing support for ISVs
• Guidance on AI capabilities such as Agentforce and generative AI features

The firm works across Sales Cloud, Service Cloud, Financial Services Cloud, Health Cloud, Manufacturing Cloud and Commerce Cloud, and it publishes regular commentary on new Salesforce seasonal releases, which suggests close tracking of platform changes for clients on managed support plans.

Products and industry focus

Beyond services, the company has built its own Salesforce-native tools. Dextara CPQ is a configure, price and quote application designed for attribute-based product models, backed by a rules engine for handling complex configurations. DXHealth+ targets healthcare scenarios, and DXTemplates, introduced in early 2024, adds ready-made assets for Salesforce projects.

The team has also helped other software vendors design and publish their own offerings on the AppExchange. Industry-specific work is a recurring theme, with particular attention to manufacturing, healthcare and financial services, where the relevant Salesforce industry clouds carry specialized data models and processes.

Who it suits

Dextara Datamatics is a fit for organizations that want a single partner to plan, build and then run their Salesforce environment, especially those with complex quoting needs or regulated industry requirements. Companies in central Ohio gain a nearby US point of contact, while the India-based team allows for extended delivery hours and cost-efficient scaling. Organizations already working with Datamatics on broader technology or operations initiatives may also find value in adding Salesforce capabilities through the same corporate group.

Polaris Pixels is a technology consultancy in Westerville, Ohio, led by founder Ryan Grissinger. It serves growing businesses throughout Central Ohio, including Columbus, Dublin, Powell, New Albany and Delaware. Its work spans starter websites, lead-generating business sites, custom-built software, AI training, and part-time technology leadership. For companies choosing a CRM partner, the practice that stands out is HubSpot implementation with AI built into the workflows.

CRM Services

The CRM offering targets two kinds of buyers: companies paying for a powerful platform but treating it as little more than an address book, and companies setting up HubSpot for the first time. The firm describes three typical ways to begin:

• CRM Health Check: a full review of the current system, with a data quality assessment, a map of automation opportunities, quick improvements delivered in the same week, and a 30-day action plan
• CRM Implementation: a complete HubSpot setup or migration, including tailored pipelines and automations, data cleanup, team training, documentation, and 60 days of support once the system is live
• AI-Enhanced CRM: a recurring monthly arrangement that adds continued AI workflow development, regular performance reviews, and priority access to strategic guidance

Clients leaving Salesforce, Zoho, Pipedrive or other systems can also have their data moved over. The firm says each migration includes mapping, cleanup, execution and a validation step so nothing is lost. A health check is said to deliver results in one to two weeks, while a full implementation generally takes 30 to 60 days, depending on complexity.

Where AI Fits

Polaris Pixels contends that many CRM consultants configure a system and then leave. Its approach is to add automation that makes the platform act more intelligently. Examples include lead scoring driven by buyer behavior rather than instinct, follow-up messages that trigger on their own, reports with AI-written insights, and enrichment that fills in missing contact details and keeps records tidy.

The intended benefits are less manual typing, faster responses to new leads, and a clearer view of which marketing channels bring in customers.

Background and Experience

From 2017 to 2025, Grissinger was chief technology officer at Roof Maxx, where the company grew from an early-stage startup into a network of more than 350 franchise dealers across all 50 states.

He built a custom CRM that captured leads from over eight marketing sources, assigned them to dealers by territory, automated follow-up, tracked the customer lifecycle, and integrated with QuickBooks. His work also included a franchise onboarding portal, compliance tracking, inventory and automated reordering for hundreds of locations, field-technician mobile apps, and executive dashboards with revenue forecasting and marketing ROI reporting.

The firm states that this platform supported thousands of users and more than $200 million in network revenue, and that Grissinger has spent over 15 years building technology systems.

How Engagements Work

The process starts with a free 30-minute call to discuss the business and its obstacles. Next comes a plan that sets out priorities, scope, timing and cost. Grissinger then stays hands-on during the build rather than handing the work to a junior team, and he trains the client's staff so the system is in use before the engagement closes.

This model may suit buyers who want one accountable specialist with franchise-scale CRM experience, or those who want CRM work coordinated with AI projects, custom software or fractional CTO support. Polaris Pixels LLC also runs additional brands beyond this consultancy.