CRM Consultants & Implementation Partners in Lancaster, PA

Cargas is a software and consulting company headquartered in Lancaster, Pennsylvania. It helps organizations select, implement and support the systems they use to run their operations.

Besides its accounting and ERP products, the firm maintains a CRM practice spanning three of the best-known platforms, which lets a buyer weigh the choices with one advisor instead of negotiating with each vendor separately. The company says its reason for existing is Shared Success, meaning it aims to benefit customers, employees, owners, partners and the surrounding community together.

CRM Platforms and Partnerships

Cargas has a different relationship with each of the three CRM vendors it covers:

• HubSpot: The firm resells the product and provides services around it. It is a gold-tier Solutions Partner, and it supports all six hubs: Sales, Marketing, Service, Data, Content and Commerce.
• Microsoft Dynamics 365: As a Microsoft partner, Cargas resells and services the CRM suite, whose three main modules are Sales, Customer Insights and Customer Service. These tie in with Outlook and Power BI.
• Salesforce: Cargas is a partner offering consulting services, including work on the Agentforce Sales, Marketing and Service modules, which were previously called Sales Cloud, Marketing Cloud and Service Cloud.

How Engagements Work

The company presents its sales process as independent of any single product. Its team says it concentrates on the prospect's business first and will recommend a better-fitting solution even when Cargas does not sell it. After a platform is chosen, a dedicated project team takes over, staffed by consultants who have hands-on experience in sales and marketing. Depending on the platform, services may include:

• Setup and rollout of the new system
• Training that helps staff use the software fully
• Configuration, integration and customization to fit the business
• Continuing support for questions, troubleshooting and growth
• Managed services to maintain and optimize Salesforce over time

Cargas states that it has helped hundreds of businesses begin using new CRM software. Its published stories include Highland Tank, whose sales group gained near-instant information sharing through Dynamics 365 Sales, and Holiday Outdoor Décor, which migrated its data to Salesforce and praised the team for grasping its processes quickly. A HubSpot story featured on its pages describes DoorDash cutting several days from the time needed to produce email campaigns.

Wider Capabilities and Industries

Since Cargas also implements Sage Intacct, Acumatica, Dynamics 365 Business Central and Dynamics GP, it is positioned to link customer systems with financial and operational software. A custom solutions and data group covers development, integration and reporting. The company also makes Cargas Energy, software designed for fuel delivery and HVAC service businesses. Its website lists industry pages for:

• Construction, distribution and manufacturing
• Energy and healthcare
• Nonprofit and professional services
• Professional sports and entertainment
• Software and technology

Background and Team

Cargas reports more than 30 years in the software industry, and its site includes sections on employee ownership and community involvement. It is also a member of Pledge 1%. The CRM sales team shown on its pages consists of Lauren Dissinger, CPA, Senior Director of Sales and CX; Laurel Morse, Sales Manager; and Eric Gervase, CRM Sales Consultant.

For organizations in Pennsylvania and beyond that are comparing HubSpot, Salesforce and Microsoft, the firm offers a blend of multi-vendor partnerships, ERP knowledge and in-house development experience.