CRM Consultants & Implementation Partners in Green Bay, WI

QOLOS is a software development and technology agency headquartered in Green Bay, Wisconsin. Its website also references the Appleton area. The firm works with companies that need their sales, operations and back-office systems to share data. For CRM buyers, its most relevant work is tailoring Salesforce and tying it into ERP and commerce platforms. Its published client list includes regional businesses as well as larger names such as Stryker, Schneider, Thermos and Lendistry.

Salesforce and CRM services

QOLOS does not position itself as a team that deploys Salesforce in its default form. Instead, it reshapes the platform around the way a client already operates. Prospective clients can start with a half-hour strategy session. In that session the team reviews the existing setup, learns the client's goals and suggests next steps. Its Salesforce offering covers:

• Custom development using Apex and Lightning components
• Automation built with Salesforce Flow to remove repetitive steps in sales, service, marketing and operations
• Real-time connections between Salesforce and systems such as NetSuite, Infor M3, BigCommerce and Shopify
• Dashboards and KPI reporting on pipeline, support cases and return on investment
• Branded, permission-based portals and communities for outside customers, suppliers and partners

Integration focus and industries

Integration is a recurring theme in the firm's work. Beyond Salesforce, QOLOS builds custom links between ERP systems and other software, including:

• Customer portals
• Online stores
• Third-party tools such as CRMs, accounting packages, shipping software and marketing applications

The site names NetSuite, SAP, Microsoft Dynamics, Oracle and Acumatica among the ERPs it works with, and it runs dedicated Infor and SAP integration practices. The company emphasizes manufacturing, logistics, financial services, B2B commerce and fast-growing direct-to-consumer brands. Projects it cites include:

• For American Foods Group, connecting Salesforce to Infor M3 to improve quoting and warehouse visibility
• For Certco, a supplier onboarding portal built using Community Cloud
• For Anchor Harvey, a customized lead-to-order tracking setup linked to in-house quoting tools

Team and approach

CEO Chad VanCalster founded the company. He is an entrepreneur with more than twenty years in the industry who has started four companies, and he is the main point of contact for new engagements. Trevor Fry serves as chief technical officer. The CRM bench includes two Salesforce architects and engineers:

• David Helgerson, whose background spans accounting, finance, manufacturing and procurement systems
• Michael Kerby, who pairs senior Salesforce development with systems analysis and project management

Senior account executive Michael Haack brings ERP experience from manufacturers such as Pierce Manufacturing and Welbilt, including Infor M3, Syteline and Salesforce work. The wider team adds Infor M3 specialists, .NET and full stack developers, a certified Scrum Master and a delivery manager.

Projects follow a framework the firm calls the 5 D's. It runs from discovery and design through development and delivery, ending with a final Drive stage. QOLOS says it can join a project at any point in that cycle. After launch it provides maintenance, support and tuning so integrations keep pace as clients add tools. For buyers comparing CRM partners, the firm's distinguishing traits are:

• Salesforce and ERP skills combined within one team
• Hands-on Infor M3 experience
• A portfolio that also covers ecommerce, mobile and custom web applications