CRM Consultants & Implementation Partners in Brookfield, WI

Concurrency is a technology consulting firm that works almost entirely within the Microsoft ecosystem. Buyers comparing CRM partners should know it is a broad Microsoft integrator rather than a CRM-only shop. Its published case studies and news items show Dynamics 365 work for customer-facing needs. That work sits alongside practices in cloud infrastructure, security, data, artificial intelligence, IT operations and staffing.

Business applications and customer-focused work

The firm's business application practice covers modernizing workflows and building intelligent solutions on the Power Platform and Copilot Studio. It also covers process automation and fully custom application development. One featured client story describes a wealth manager that used tailored Dynamics 365 applications to improve the experience of its own customers.

Another article discusses using Dynamics 365 to deliver better services. Prospective CRM buyers should ask about project scope and recent examples, since the public material highlights these stories rather than a detailed product catalogue.

• Custom Dynamics 365 applications for customer-facing scenarios
• Power Platform and Copilot Studio solutions
• Process automation and bespoke app development
• Reporting and insight work using Power BI and Microsoft Fabric
• Guidance on adopting Copilot and AI responsibly

Supporting capabilities

CRM projects often depend on trustworthy information and a secure platform, so the surrounding practices matter. Concurrency helps clients bring their information together and put it to work through Fabric, OneLake and Power BI. It also classifies, protects and manages enterprise information with Microsoft Purview, across Microsoft 365, Azure and on-premises systems.

On the infrastructure side, it designs Azure environments using the Well-Architected approach and Zero Trust principles. It also moves workloads from on-premises facilities to the Microsoft cloud and handles tenant transitions and IT integration or separation for mergers and divestitures.

Other services include identity, device and application access management with Intune, Entra and Defender for Endpoint. The firm also supports collaboration through Microsoft 365, SharePoint, Teams and Exchange, and runs ServiceNow ITSM, ITOM and automation projects tied into Microsoft environments. In AI, it develops practical Azure solutions, from strategy and generative assistants to custom applications, predictive models and MLOps. Strategic staffing is available for organizations that need additional people.

Industries served

Concurrency frames its work around several sectors:

• Manufacturing, with emphasis on supply chains, efficiency and new revenue opportunities
• Financial services, where it applies AI to help firms get better results for their customers
• Technology companies seeking enterprise-wide efficiency and savings
• Retail, including warehouses, transportation, suppliers and digital properties
• Healthcare, supporting IT teams through technology transitions
• Energy and utilities, designing secure IT environments

Recognition and resources

Concurrency describes itself as a top Microsoft partner, and a news item names it the company's leading AI partner in a piece about Wisconsin's technology and manufacturing strengths. It also reports a fifth Top Workplaces win in 2024, citing employee satisfaction and workplace culture. The company shares knowledge through a blog, podcast, glossary, events, news and client success stories.

For buyers already invested in Microsoft 365 and Azure, it offers a way to combine CRM-style applications with data, AI, security and operations work under one partner. Organizations wanting only a lightweight, standalone CRM may find a broader integrator more than they need.

Effective Solutions is a CRM consulting firm based in Brookfield, Wisconsin. Its practice centers on SageCRM. The company works mainly with organizations that run Sage 100 for accounting and ERP and want a customer relationship management platform that shares data with their financial system. According to the firm, it supports more than 70 active SageCRM clients across the United States, and each of those clients has CRM tightly connected to Sage 100.

Background

The business began offering CRM implementation work in 2004. At that time its consulting focused almost entirely on ACT!. SageCRM joined its lineup in 2009, and over time that platform became the core of the practice.

Today most engagements involve deploying SageCRM and linking it to Sage 100, so the firm has well over a decade of hands-on experience with this specific combination. Its stated mission is to help clients accomplish more without adding resources. It also stresses building systems that staff actually adopt, rather than tools that go unused.

Services and approach

Engagements typically start with a complimentary one-hour discovery and demonstration session for decision makers. The firm uses what it learns there to prepare a preliminary estimate for a tailored deployment. From that point it handles design, planning and rollout using a defined project methodology. The goal is to fit each system to the client's processes so teams can start working productively and see value from the investment early.

• Needs analysis and product demonstrations
• Project design, planning and implementation
• Integration of SageCRM with Sage 100
• Custom development, dashboards and advanced reporting
• Administrator and end-user training
• Post-launch support and troubleshooting

Training is built into every implementation. Administrators learn routine upkeep, including:

• Managing user accounts
• Making basic configuration changes
• Building and editing reports and dashboards
• Running advanced searches

End users are taught the features and workflows specific to their company's setup. Projects usually include a follow-up session a few weeks after go-live to address questions from real-world use. All sessions are recorded and handed over to the client for later review and for onboarding new hires. After launch, the firm remains available by phone or email to answer questions, make adjustments and resolve problems.

Products and enhancements

Effective Solutions positions SageCRM as a mid-market option for Sage 100 users. It highlights these capabilities:

• A shared sales and marketing database with targeted email campaigns
• Logging of Outlook emails and sales activities
• Access to Sage 100 order and item history without granting direct ERP access
• Opportunity-based forecasting and quote follow-up, with quotes generated from within CRM
• Case management for service teams
• Guided workflows and custom dashboards

Over its years on the platform, the firm has also built a library of pre-built SageCRM enhancements. One example is S5Maps, which connects SageCRM with Google Maps. It also resells Accelerator, a third-party add-on that places a SageCRM panel inside Outlook. The company says Accelerator is its best-selling add-on and recommends it for heavy Outlook users and for environments that run Terminal Services.

For buyers already on Sage 100, the firm's main distinguishing points are its narrow specialization, its long tenure with SageCRM and its ready-made enhancement catalog.

Stream Creative is a branding and digital marketing agency headquartered in Brookfield, Wisconsin, a western suburb of Milwaukee. The firm opened in 2006 and recently celebrated twenty years in operation. It mainly works with the sales and marketing staff of established organizations that want one outside partner able to blend planning, creative production, and technology.

For buyers comparing CRM consultants, the most relevant credential is the agency's standing as a HubSpot Platinum Certified Partner, backed by a dedicated practice built around HubSpot coaching and advisory work.

CRM and HubSpot Work

The agency presents HubSpot as a central part of what it delivers, focusing on helping client teams get much more out of the platform through training and consulting. The pages reviewed do not spell out specific implementation steps, data migration packages, or engagement structures, so prospective clients should ask directly about onboarding, portal setup, and ongoing administration.

What is clear is that the firm treats the CRM as one component of a wider revenue engine. Its strategic planning service aims to tighten the connection between marketing activity and the sales pipeline, and its proprietary HEXassessment is offered as an entry point for linking goals, data, and day-to-day delivery.

AI and Automation

Through a sister brand named Stream Automation, the company designs custom AI workflows intended to fit inside the systems a team already relies on, cutting down repetitive manual tasks rather than replacing staff. It also delivers live, customized AI training for sales, marketing, and operations groups, plus advisory engagements that pinpoint quick, low-effort wins and produce a realistic adoption roadmap.

An AI for Business Workshop is part of its educational lineup, and partner Brian Brinkman is scheduled to present on AI processes at MAICON 2026.

Beyond CRM and automation, the agency covers a broad marketing scope:

• Brand strategy, messaging, logo and visual identity, and rebranding
• Content, sales collateral, whitepapers, and trade show materials
• Website design and development
• Search and answer engine optimization for traditional and AI-driven search
• Paid media, social media, video, and podcast production
• Public relations and project coordination

Clients and Industries

Published case studies and portfolio pieces show a strong lean toward manufacturing, industrial, and professional services firms, with some healthcare work as well. Featured clients include Baker Cheese, Pierce Manufacturing, Cincinnati Test Systems, Lemberg Electric, Steele Solutions, Kinter, ALPS Inspection, Herbein CPAs & Advisors, Moreland OBGYN, and Firefighters' Notebook. The content team describes interviewing engineers, physicians, and executives to turn technical expertise into material buyers can follow.

Background and Approach

Stream Creative says its staff averages more than 17 years of industry experience, and it describes its culture as collaborative, strategy-minded, and somewhat scrappy, rooted in a Midwestern work ethic. It positions itself as an extension of a client's internal team rather than a distant vendor.

The agency has been featured in Google's Regional Business Review and operates the Streamlined Podcast Network. For Milwaukee-area companies already on HubSpot, or weighing it, the firm offers CRM guidance combined with marketing execution and AI process work under one roof.