CRM Consultants & Implementation Partners in Appleton, WI

Canvas Cloud is a Salesforce consulting firm with its office in Appleton, Wisconsin, a short drive from Green Bay. The company holds Crest (formerly Gold) partner status with Salesforce and operates entirely with US-based staff. It works in two roles: as a systems integrator that delivers new deployments and integrations, and as a managed services provider that supports clients after go-live. Its client base is split between nonprofit organizations and small to mid-sized companies.

Services for businesses and nonprofits

For commercial clients, the firm helps shape how Salesforce supports a go-to-market plan, from early discovery of where data lives and what belongs in a CRM through design, rollout and support of a new or rebuilt org.

Typical goals include tightening the sales pipeline so leads are not dropped, consolidating customer support channels, building a full picture of each customer, and giving leadership reliable data for decisions.

On the nonprofit side, Canvas Cloud builds central systems for tracking programs, clients, donors and volunteers, and it runs a 14-week accelerator called NPC FastTrack for organizations moving off the Nonprofit Success Pack onto Nonprofit Cloud.

• New Salesforce implementations and org redesigns
• Enhancements, optimizations and added functionality
• Integrations between Salesforce and other business systems
• NPSP to Nonprofit Cloud migration
• Business process analysis and simplification
• A no-cost Salesforce health check assessment

Collab Managed Services

The firm's ongoing support offering, branded Collab Managed Services, is positioned as a strategic partnership rather than a help desk.

Every engagement starts from a core bundle covering proactive system administration, reactive issue resolution, declarative UI and automation work, backlog management, user setup, training, reports and dashboards, release and environment management, support for managed packages and third-party apps, and quarterly business reviews.

Higher tiers add weekly or biweekly planning sessions and office hours, advanced automation, third-party app rollouts, code review, custom development, Marketing Cloud support and participation in governance committees, with a fully custom tier available for larger needs. Clients gain access to administrators, business analysts, solution architects, roadmap managers and developers.

Industries served

Beyond its nonprofit focus, Canvas Cloud highlights work with companies in renewable energy, sports entertainment and venue management, professional services and manufacturing. Client reviews it shares reference projects on Sales Cloud, the Customer 360 Platform and Nonprofit Cloud.

Background and credentials

The company was started in 2019 by CEO Benjamin Dolar and President Daniel Dibble. Dolar came to Salesforce after years in web development, UX and security work, later serving as an in-house administrator who helped select the platform for a group of sister companies; he holds eight Salesforce certifications and brings more than 25 years of consulting experience.

Dibble spent his early career in the nonprofit world and moved through account management roles, building deep knowledge of nonprofit CRM. The team reports holding over 50 Salesforce certifications, completing more than 200 projects across many industries, and working with the platform since 2007.

For buyers weighing partners, Canvas Cloud stresses transparency, plain communication and keeping technology simple, with an emphasis on teaching client staff to become self-sufficient. Its listing on the Salesforce AppExchange carries five-star client reviews, which the firm points to as evidence of its approach.

Overview

JSK Technology & Consulting, LLC is an Appleton, Wisconsin firm that helps organizations plan, build and connect their Salesforce environments. Established in 2019, the company first concentrated on productivity tools, data integration and automation for manufacturers, supply chain operations, service groups and sales teams. In December 2020 it began offering Salesforce build and deployment work. Today its practice centers on CRM projects where Salesforce has to exchange data reliably with many other enterprise applications.

Buyers evaluating partners will find that JSK positions itself less as a configuration shop and more as an integration and architecture specialist. The team's stated view is that a CRM rollout can be technically sound yet still underdeliver if it sits apart from the systems that handle orders, service calls, warranties and finance.

Its engagements therefore tend to span the whole life of a CRM initiative, from early planning and design through build, rollout and ongoing oversight. This applies whether the client needs a first deployment, a refresh of an aging org or a design that ties several platforms together.

CRM and integration services

• New Salesforce deployments, configuration and custom development
• Modernization and tuning of existing Salesforce orgs
• Workflow automation and case management design
• Field service, warranty and aftermarket process solutions
• Custom API work using REST or SOAP, plus data synchronization
• Business process analysis, data strategy and solution design

On the integration side, JSK has connected Salesforce to ERP platforms including SAP, Oracle and QAD. It also links CRM data with service management and field service tools like ServiceNow, ServiceMax, ServiceChannel, Corrigo, QR Care and Davisware. The team has also built solutions that draw on Webex for communications and Google Maps & Places for location data.

Its experience with aftermarket and case workflows is a notable specialty for companies that run service operations or manage product warranties after the sale.

How JSK works

The firm's method begins with the business rather than the software. Consultants map how information arrives, where it travels, who relies on it and which decisions hinge on it. They then look for manual steps or disconnected tools that slow people down.

Only after that discovery does the team design the technical architecture, connect the relevant systems and deliver the finished solution. The guiding principle, carried over from the company's founding, is that accurate, well-presented data supports sounder decisions. Automation, in its view, should earn its place by simplifying work.

Background and broader capabilities

Beyond CRM, JSK retains the technical depth of its manufacturing roots. Its broader catalog includes C# and VB.NET programming, custom SSRS reports, productivity dashboards, interfaces between PLCs and ERP systems, manufacturing and quality systems, label printing software and embedded Windows firmware.

It also supports hardware such as label printers, scanners, industrial PC enclosures, POS terminals and performance tracking boards, along with repair work. Some Salesforce projects reach the shop floor, the warehouse or a service fleet. For those organizations, finding CRM, integration and industrial experience in one Appleton-based partner may be a meaningful differentiator.

Resolv, Inc. is a privately owned CRM consultancy based in Appleton, Wisconsin, a short drive up the Fox Valley from Oshkosh. The firm was incorporated in September 2001, and its consultants have worked on customer relationship management projects since 1998. Customer relationship management is the only thing the company does, which makes it a specialist rather than a general IT provider that also handles CRM on the side.

Strategy before software

The firm's central idea is that a CRM system should be put in place only when it supports a business strategy built around the customer. Resolv therefore starts engagements by working out the client's goals and needs, and only then suggests a software package.

Early on it gets everyone to agree on what they mean by contact management, sales software, sales force automation, lead management and CRM itself, so that stakeholders share the same vocabulary before any decisions are made. The stated aim is to give organizations one unified view of each customer through a CRM plan that covers the whole company.

When it comes to choosing software, Resolv points out that most mainstream CRM packages have broadly similar features. In its view the real differences are how data is delivered, how many clicks routine tasks need, and how far the system can be configured or extended as the business changes. The firm also tells buyers not to choose mainly on license cost, because licenses are a small part of total cost of ownership next to hardware, ongoing maintenance and custom configuration.

Services

• Sales analysis
• Lean office consulting for process analysis
• Vendor-neutral CRM software selection
• CRM customization and development
• CRM implementation
• End-user and refresher training
• Ongoing technical support and remote administration

Support for existing systems

Resolv has a full-time technical support team that works with SalesLogix, Infor CRM, SugarCRM and Microsoft CRM, and it will also take on other CRM platforms. Support is offered in three annual tiers. The first is meant for companies with skilled in-house staff who only need help with major problems and upgrade planning.

The second adds help with groups, processes, Crystal Reports, templates, data imports, user security, user and data maintenance, server monitoring, training and upgrades. The third covers full remote administration, with Resolv doing those tasks for the client.

Plan scope depends on how much customization is involved, the number of add-ons and integrations, how many remote or international users there are, and what internal IT resources the client has.

For buyers comparing implementation partners, the main things that set Resolv apart are its exclusive focus on CRM, a history that goes back more than two decades, and a selection process that does not favor any vendor and puts process and strategy ahead of features.

It suits organizations that are choosing a first CRM platform, trying to improve how much staff actually use an existing system, or looking for long-term outsourced administration of an established installation such as SalesLogix or Infor CRM.

Weidert Group is an Appleton, Wisconsin agency that helps business-to-business industrial companies grow by combining marketing, sales support and CRM work under one roof. Its clients are mainly advanced manufacturers, engineering and technology firms, supply chain and logistics providers, and B2B professional services companies. For buyers comparing CRM partners, the main draw is its HubSpot practice. The firm calls itself a HubSpot partner and offers implementation, optimization and training aimed at getting more value from a HubSpot investment.

CRM and HubSpot Services

The firm treats the CRM as the backbone of a client's revenue operation, not a standalone tool. Its HubSpot work aims to get marketing, sales and service teams working from the same platform.

It also connects to its sales enablement and automation offering, which takes repetitive administrative tasks off sales reps so they can move opportunities forward with the same headcount. Under lead generation, the agency configures the CRM to handle lead scoring, segmentation and nurturing automatically, so prospects are not lost between handoffs.

Staff profiles list HubSpot credentials covering the marketing, sales and service software, the CMS for marketers and developers, Sales Hub implementation and solutions-partner topics.

• HubSpot implementation, optimization and team training
• Sales enablement and sales process automation
• Automated lead management within the CRM
• Marketing planning and strategy
• Inbound, account-based, social, video and paid campaigns
• Website strategy and development, including answer engine optimization
• Search visibility assessments covering SEO and AI search

How They Work With Clients

Engagements follow a proprietary framework called the Weidert Growth Engine. It begins with a set sequence of groundwork: brand positioning, strategy, data infrastructure and website improvements. After that come three ongoing tracks meant to build authority, pipeline and performance at the same time.

Lead generation, for example, combines a steady market-presence program with shorter, targeted campaigns aimed at buyers who are ready to purchase. Each account is assigned a strategist, a consultant and a specialist. Web developers, designers, SEO and paid media staff, video producers and writers join as the work requires.

The agency says it can move at different speeds, from the rapid scaling private equity owners often want to slower, steady growth.

Background and Team

Weidert Group has been in business for more than four decades and is rooted in the industrial community of northeast Wisconsin. Through an employee stock ownership plan, the staff owns all of the company, which it credits with encouraging accountability and long-term thinking on client accounts. Greg Linnemanstons is president.

Leaders include Nicole Mertes, COO and vice president of sales and client services, and Chelsea Drusch, who heads marketing and sales growth solutions. Many staff have been with the company for close to ten years or longer, and one has more than 25 years of service.

The firm also runs a learning center, a blog and a podcast called The ChangeOver, and team members speak at events and lead workshops.

For industrial organizations shortlisting CRM consultants, Weidert Group suits buyers who want HubSpot implemented as part of a wider marketing and sales system. All of the CRM services it publishes are built around HubSpot, and its experience is concentrated in manufacturing and related B2B fields.