CRM Consultants & Implementation Partners in Eau Claire, WI
There is 1 CRM consultant listed in Eau Claire, Wisconsin. Each listing shows the firm's background, address, phone number and website so you can compare your local options before you reach out. You can also browse CRM consultants across Wisconsin or see CRM consultants nationwide.
Imagineering IT
Company Overview
Imagineering IT is a technology services firm in downtown Eau Claire, Wisconsin. It operates alongside HOOPS, a sister brand focused on business software, and together the two cover both the network side and the application side of running a company. Public listings give 1988 as the founding year and describe a small, privately held, family-run business.
The firm says it has supported local organizations for over thirty years, with a stated aim of supplying the right technology at the right time.
Cloud ERP With CRM Included
For buyers comparing CRM partners, the firm's most relevant role is as a partner for Acumatica, a cloud-based ERP platform. Imagineering does not present CRM as a stand-alone product. Customer relationship management is one module of the larger system, so sales and customer records sit in the same place as accounting, distribution, payroll and inventory. Acumatica is aimed at mid-sized companies, and its modules also reach into manufacturing, construction, retail and commerce, and field service.
The firm points to an add-in that brings CRM features into Microsoft Outlook, so staff can handle contacts and opportunities from their inbox. It also notes that Acumatica can link to outside CRM, online store and industry-specific tools for companies that want to keep them.
Much of its material speaks to businesses that have outgrown entry-level accounting packages such as QuickBooks, and it publishes comparisons with Microsoft Dynamics 365 for those weighing alternatives. Prospects can request a demo or a free consultation before deciding.
HOOPS Applications and IT Services
The HOOPS side offers tools that can accompany an ERP or CRM rollout:
- Accounting software to improve workflow and support growth
- Analytics and reporting with live dashboards, KPIs and refreshable Excel reports
- Document management that converts paper into searchable electronic files
- Field service management software
- Time tracking through touch screens and mobile apps
- Warehouse management with real-time inventory information
On the infrastructure side, Imagineering provides managed IT, cloud services, network design, wireless solutions and cybersecurity. Its protection work includes virus defense, firewalls, intrusion prevention, tools for managing passwords, and training that helps employees recognize threats. It also uses Microsoft 365 to give staff a cloud-based workspace, along with safe internet access and remote work options. Its contact page names it a certified WatchGuard partner.
How the Firm Works
Imagineering describes itself as more than a helpdesk. Its consultants are based in the Eau Claire office and assist clients remotely or on-site. According to its LinkedIn page, the company requires neither support contracts nor retainers and does not depend on remote helpdesk staff, preferring local people who learn each client's environment.
For a company choosing a CRM implementation partner, the appeal is a single local team able to handle the business software as well as the network, security and cloud systems beneath it, rather than dividing the work among several vendors. Clients come from a range of industries across the Eau Claire area.