CRM Consultants & Implementation Partners in Chattanooga, TN

Sikich is a national professional services firm that combines consulting, technology and compliance work, with an office in Chattanooga, Tennessee. Companies in the region looking for a CRM partner can work with a team that covers customer relationship management as one piece of a wider practice. That practice also includes ERP, data, IT and advisory services, so CRM projects can be tied into the rest of a client's back office instead of being handled on their own.

CRM and business application expertise

The firm has spent decades helping organizations evaluate, deploy, upgrade and support CRM and ERP platforms. On the CRM side, Sikich implements the Microsoft Dynamics 365 family and Salesforce. Its Salesforce services are scoped around each client's objectives and budget, and the firm puts particular weight on linking Salesforce to ERP systems.

That work includes CPQ, Service Cloud and Experience Cloud. Sikich also implements Oracle NetSuite, where it says it holds a five-star partner rating in the U.S., and it supports clients running Oracle Cloud ERP. Companies still on older Dynamics versions can get help moving to the cloud.

• Choosing CRM and ERP systems and partners
• Implementing Dynamics 365 and Salesforce
• Integrating CRM with ERP systems
• Migrating legacy Dynamics systems to the cloud
• Connecting Microsoft 365 and Azure with business applications
• Analytics and AI built on CRM and operational data

How the firm approaches projects

Sikich puts a lot of emphasis on planning before configuration starts. In its view, the choices made early in a project largely decide whether it succeeds. Clients are guided through cloud versus on-premises deployment, getting stakeholders on board, choosing vendors, planning for future growth and deciding how much disruption the business can handle during cutover.

The firm's business transformation group can add project management office setup, process redesign, functional support during system rollouts and assessments that look at both processes and systems. Engagements can be a single targeted project, a blended team or a fully managed arrangement.

Industries served

Sikich organizes its work around sector-specific teams. That matters for CRM buyers because it affects how systems get configured for their industry. The firm's industry teams include:

• Manufacturing, including discrete, industrial equipment and rolled products
• Distribution, supply chain, and consumer goods and retail
• Construction and real estate, and dealer management
• Financial services, insurance and private equity
• Life sciences and energy and utilities
• Nonprofits, higher education, and federal, state and local government
• Professional services and government contractors

Background and scale

The company has roughly 2,500 people working across North America, EMEA and APAC, and it serves thousands of organizations. Besides technology, it offers audit, tax, wealth management, investment banking and regulatory compliance services. It works under an alternative practice structure in which Sikich CPA LLC handles attest engagements. Christopher Geier is CEO.

For buyers, the main difference is how wide the firm reaches: a CRM rollout can sit alongside cybersecurity, managed IT, data analytics and financial advisory work from the same provider.