CRM Consultants & Implementation Partners in Milwaukee, WI

7Summits is a Salesforce consulting and implementation firm based in Milwaukee, Wisconsin, and now part of IBM. It works with organizations that want to use the Salesforce platform to improve how they interact with three groups: their customers, their channel partners and their own staff. Companies comparing CRM partners will find that 7Summits focuses less on basic CRM setup and more on connected digital experiences, such as portals, communities and workspaces, built on top of Salesforce.

What the firm delivers

The company presents Salesforce as the platform it recommends for turning business problems into digital experiences, and it builds solutions that span several Salesforce clouds. Since joining IBM, it has highlighted AI-enabled work it calls intelligent experiences, which combine automation and collaboration so that business processes line up with what end users expect. Its main areas of work include:

• Customer-facing communities that help people find answers and get support faster
• Partner networks and portals that support engagement, deal registration and channel sales
• Collaborative workspaces for employees, used for onboarding, teamwork and internal communication
• Multi-cloud Salesforce solutions and broader digital transformation programs
• AI-driven automation of workflows on the Salesforce platform

The stated goals of this work are higher customer satisfaction, more revenue, better productivity and lower operating costs.

Industries and client work

The firm's published case stories cover several sectors. They include a customer community for a healthcare organization, partner communities for manufacturers and a partner network for a high-tech company. Named client stories feature Tenable (customer experience), Crossmark (employee workspace) and Daltile (partner community). The firm's careers messaging also mentions work for consumer and technology brands such as Google, Nest and Groupon. It also publishes thought leadership, including a white paper on intelligent experiences.

How it works with clients

7Summits has separate contact routes for new project inquiries, alliance partners, press and billing. Clients who are partway through a project use a dedicated client community called the Peak Client Community. Organizations whose community has already launched get support through a separate product support community. This setup reflects the firm's practice of running its own engagements on the same kind of community tools it builds for clients. It also has an alliances team for technology partners.

Background and locations

The company was founded in 2009 and has its headquarters in Milwaukee. An earlier version of its contact page listed satellite locations in Boston, Chicago, Dallas, New York, San Antonio, San Francisco and Washington, D.C. Salesforce Ventures was among its investors. IBM acquired the firm in early 2021, and it now operates as an IBM company.

For buyers, this pairing gives a specialist Salesforce team with a long history in community and portal projects, backed by a large global consulting organization. That may suit enterprises planning complex rollouts across several Salesforce clouds or several user groups.

Better Partners is a consultancy in Milwaukee that works only on Salesforce. It helps organizations choose the CRM, set it up and keep it running in a way that fits how their teams actually work. Clients range from small companies and lean nonprofits to large multinational enterprises.

The firm says it builds each engagement around the client rather than starting from a fixed template. Testimonials on its site come from a sales representation agency and from a center that serves people who are blind, which shows a mix of commercial and nonprofit work.

Services

The firm splits its work into four main lines, and each one is sold as a separate engagement:

• Implementation and configuration: collecting requirements, comparing options, recommending an approach and setting up Salesforce while avoiding builds that are more complex than they need to be.
• Admin mentoring: coaching in-house administrators less on button-clicking and more on why features matter, how to measure results and how to show leadership the value of their work.
• Managed services: an outsourced certified administrator who handles routine upkeep for companies that don't need a full-time hire.
• Process and change management: writing down and standardizing internal procedures so that knowledge of how the business runs doesn't live only in employees' heads.

The company also says it audits and improves existing CRM setups. It publishes reviews of tools that connect to Salesforce, such as FormAssembly and Resource Hero, along with guidance on checking whether older integrations might stop working.

Managed Services in Detail

The managed offering has a deliberately narrow scope. It covers adding and deactivating users, profiles, roles and permission sets, password and login problems, merging duplicates and general data cleanup, building and updating reports and dashboards, changes to fields, picklists and page layouts, watching over existing automations, and a monthly check of org health.

Support comes by email with a guaranteed response commitment. Better Partners states clearly that gathering requirements, designing solutions and building new features are not part of this service and are handled as a separate consulting project. That gives buyers a clear line between maintenance and project work. Prospects can book a free 30-minute call to see whether the service fits.

Team and Credentials

The firm is led by Brian Kwong, who has worked on Salesforce since 2007 and is known in the community by the nickname Salesforce Wizard. His certifications include Platform Administrator, Platform Developer, Sales Cloud Consultant and Platform App Builder. He was named a Salesforce MVP with the Winter '13 release and is now in the MVP Hall of Fame.

He spoke at Dreamforce every year from 2012 through 2016. Client feedback also names a second leader, Torrey, and describes the two as having different but complementary styles. The company describes itself as an award-winning, certified Salesforce partner with a team based in Wisconsin.

Approach

Better Partners describes its work through nine principles, including simplicity, dependability, accountability and understanding a client's goals before talking about technical methods. In practice, that means recommendations that are meant to make sense quickly, working closely as part of the client's team, and staying involved after launch.

For buyers comparing CRM partners, the firm stands out for three things: its leader's long record in the Salesforce community, a managed-services option with clear limits, and a process-improvement practice that runs alongside the technology work.

Minlopro Partners is a Salesforce consulting firm headquartered in Milwaukee, Wisconsin, with clients throughout the United States and in other countries. The company presents itself as an official Salesforce partner and says its guiding idea is that technology should make daily work easier for teams, customers and the wider business.

It serves organizations of many sizes and describes its consulting as enterprise-style in quality. Its stated industry emphasis is health, life sciences, manufacturing and service organizations, along with retail and consumer goods.

Three ways to engage

Minlopro organizes its offering around three services. Implementation covers building a Salesforce environment that is scalable, secure and aligned with business goals. Managed services provide continuing support so an environment stays responsive as the organization changes. The third service, Momentum, consists of pre-built implementation approaches intended to be carried out quickly on a modest budget, typically within a four-to-six-week window and for a fixed fee, with optional accelerators for extra scope.

The firm argues that most organizations do not need a full-time administrator. Instead, it offers access to a flexible group of certified specialists. Clients can expect:

• Flexible support hours
• Continuous optimization of the platform
• Fast turnaround on enhancements
• Roadmapping and strategic guidance

How implementation projects run

Every project begins with learning about the client's people, processes and objectives. The firm then moves through a defined sequence, with the client treated as the expert on its business and Minlopro as the expert on Salesforce:

• Discovery and alignment, producing requirements, process flows, user stories and success metrics
• Org design and architecture based on recognized best practices
• Configuration of custom objects, fields, automated flows, page layouts, permission sets and access models
• Integrations with ERP, EHR, EMR, marketing platforms, data warehouses and phone systems
• Data migration into a clean and reliable structure
• Quality assurance and guided user acceptance testing
• Go-live support to encourage smooth adoption

Expertise and industries

The team reports holding hundreds of Salesforce certifications and lists work across sales, service, community, health, manufacturing, marketing, quoting and billing, field service, nonprofit and analytics products. Highlighted credentials include Administrator, Service Cloud Consultant, Marketing Cloud Consultant, Platform Developer I, Integration Architect and Identity and Access Management Designer. These support offerings such as AppExchange development, data integration and security work.

Healthcare and life sciences is a major strength, and the firm says it has finished more than 85 projects in that area for providers, MedTech companies, aesthetic practices and pharmaceutical organizations. Typical subjects include unified patient and provider records, care coordination, privacy-conscious data models, intake and referral journeys, contact centers and connected-device integrations.

For retail and consumer goods, it addresses omnichannel journeys, loyalty and personalization, inventory and order visibility, promotion execution, store support, returns handling and connections to ERP, point-of-sale and ecommerce systems.

Culture and client feedback

Minlopro describes its approach as people-first: it listens before it builds. Clients may choose a project, long-term support or a hybrid. Its values are fun, accountability, compassion and inclusion. Testimonials from Truly Engaging, The Green Room, Health Gauge and American Inheritance Group mention strong communication, organized project management, genuine helpfulness and sprints finished early. Employees quoted on the site, including a senior solution architect, describe a supportive, low-drama workplace that encourages growth.

Overview

Penrod is a Salesforce consulting firm headquartered in downtown Milwaukee. It focuses almost exclusively on healthcare and life sciences organizations rather than spreading itself across every vertical. The company designs CRM and data solutions mainly on Salesforce, with Health Cloud at the core.

It also uses Snowflake to unify data and Google Cloud Platform to help healthcare marketers run ad campaigns on networks such as Meta, Google Ads and Bing while staying within HIPAA rules. Penrod holds Expert Navigator status as a Salesforce consultant for the health sector and cites a 4.8 out of 5 rating on the AppExchange.

Who They Serve

Buyers in these segments will find dedicated solution sets:

• Hospitals, clinics and other care providers
• Medical device manufacturers
• Pharmaceutical companies
• Health insurers and other payers
• Laboratories
• Early-stage health tech companies

CRM Services and Solutions

Penrod offers implementation, managed services, advisory and marketing engagements across Health Cloud, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot, Data 360 and Agentforce. For providers, its work covers patient acquisition and referral tracking, population segmentation, care management, patient portals, and provider onboarding. Its credentialing work connects to sources such as DataSpring (formerly CAQH), NPPES NPI and SAM.gov.

Its healthcare contact center offering adds intelligent call routing, live agent coaching, tiered support that keeps clinical staff off routine calls, and self-service portals for patients and referring physicians. A revenue cycle solution checks claims for gaps, duplicates and eligibility problems before submission.

It also ranks denials by how likely they are to be overturned and suggests payment plans suited to each patient.

For medical device companies, Penrod configures sales force automation, quoting with pricing rules, territory and commission management, and revenue forecasting. It also builds automated consumable resupply and portals that let distributors and providers order, track shipments and pay. Payer clients can draw on broker relationship management, provider enrollment, group and individual sales tools, and member portals.

The firm also offers its own tools, including HIPAA-conscious web tracking, a website auditor, a consent manager, compliant maps, an NPI lookup component and an invoice exception resolution app called HealthChain.

Approach and Integrations

Penrod pitches itself as a boutique that aims for outcomes on par with large consultancies while giving each client closer attention. Its process begins with listening to understand the client organization. It places heavy weight on navigating healthcare privacy, security and data regulations.

The firm favors focused point solutions built on a broader platform, so early wins can grow into larger programs over time. Beyond core Salesforce clouds, the team works with CPQ, Revenue Cloud, Commerce Cloud, Tableau, Slack, MuleSoft, Boomi, Conga, Formstack, OwnBackup, Vonage and Einstein. It also connects Salesforce to ERP and EMR systems.

Team and Culture

The company describes a deliberately informal, collaborative culture that departs from the typical consulting image. It offers flexible work, unlimited paid time off, a 401k match and support for professional development. Penrod is actively recruiting Salesforce consultants. Its stated goal with clients is long-term partnership, to the point of being treated as part of the customer's own team.

Overview

The Middle Six is a sales consulting and training company based in Milwaukee, Wisconsin. It is also a Gold-level HubSpot Solutions Partner. The firm describes itself as a sales consultancy first and a technology provider second, and it approaches CRM projects as a reflection of the way a client really sells rather than as a software installation.

The name comes from a simple idea: in a group of ten prospects, about two will buy if the seller does a decent job, about two will never buy, and the six in the middle are where a team's choices change the result.

Its best-fit CRM clients are B2B service businesses with roughly five to fifty employees that have outgrown spreadsheets and need a dependable way to manage selling. Industries it mentions most often include:

• Professional services and consulting firms
• Architecture, engineering and construction firms
• Real estate groups
• Financial services businesses
• Translation and interpreting-related businesses

The firm serves clients in its home region and across the country.

HubSpot CRM work

The central CRM service is HubSpot architecture and implementation. Each project starts by documenting how the client's team moves a deal from first contact to close. HubSpot is then built to match that flow instead of forcing the team into a stock template. Part of the work is data schema design, which organizes properties, objects and relationships among contacts, companies and deals so that information is stored, found and reported accurately.

Typical results include automated workflows, email sequences and follow-up task reminders, along with custom dashboards that show conversion by stage, time to close by rep and revenue by source. The firm usually recommends Sales Hub, adding Marketing Hub or Operations Hub integrations where they are useful. In its view, HubSpot is far easier than Salesforce to implement and maintain without technical staff, and it scales better than lighter tools such as Pipedrive or Monday.

Wider sales services

CRM work sits within a broader set of services aimed at building and sustaining a sales pipeline:

• Tactical sales planning using its proprietary six-step CIRCLE process, which covers communicating, inquiring, reviewing, committing, launching and exploring. Plans draw on customer interviews, internal surveys, competitive and SWOT analysis, and propose 12 to 16 initiatives, three of them marked as immediate priorities.
• Sales process mapping through workshops that borrow from Training Within Industry and lean sales management, supporting onboarding, accountability and a consistent customer experience.
• Fractional sales management, sales talent acquisition, boot camps, and training and coaching.
• Team workshops, talent optimization and Predictive Index behavioral assessments for organizations of any size.

What distinguishes the firm

The company contrasts itself with large implementation agencies that pass projects to junior consultants. Clients, it says, work directly with a small, senior team, and every HubSpot engagement includes process mapping so that people keep using the system long after launch. Plan North Partners is cited as saving more than five hours weekly after replacing manual tracking with automation.

Hunter Real Estate praises the team for learning how its people sell and then tailoring HubSpot to its deal flow. Other clients on its roster include Jockey International, Wintrust Bank and Ogden Staffing, and a number of Google reviewers commend trainer Lisa Proeber for her energetic boot camp sessions.

Tuna Traffic is a Wisconsin marketing agency founded in 2010. It describes itself as a stand-in marketing and engagement department for client businesses. Its work rests on three connected areas: marketing, engagement and technology. That matters to buyers looking at CRM partners, because Tuna Traffic treats a CRM as one piece of a larger plan to bring in revenue, not as a separate software project.

CRM and Sales Engagement Services

CRM work falls under the firm's sales engagement practice. Tuna Traffic helps clients pick a CRM system, set it up and customize it. The aim is to keep customer records in one place, make communication more consistent, and give sales and marketing teams shared information for managing relationships. This work sits alongside other services meant to start conversations with prospects and move leads through the pipeline:

• CRM selection, implementation and customization
• Marketing and sales automation
• Sales funnel development
• Targeted prospect list building
• Outreach programs for customers and prospects
• Tradeshow planning and management
• Integrated live chat on client websites

Marketing and Technology Capabilities

Besides CRM, the agency offers digital marketing built around brand strategy, content creation, pay-per-click advertising and search engine optimization. Its web team builds custom websites and e-commerce stores and provides hosting, monitoring and cyber security. It also builds automations and system integrations, and it mentions using AI and marketing automation tools in its technology work.

For a client, that means one vendor can connect a new CRM to the website, lead forms, email campaigns and analytics, so the client doesn't have to coordinate several providers.

How They Work With Clients

Tuna Traffic says it starts by learning how each client's business runs and what language its industry uses. It then builds a custom strategy and adjusts it as the client's needs change. Its stated priorities are close collaboration and regular client feedback, and it wants to take part in growth decisions instead of only carrying out tasks. Results it publishes include year-over-year revenue growth for a direct-to-consumer brand, higher average order values for a wholesale supplier, and more wholesale leads.

Industries and Experience

Third-party listings say the firm mostly serves industrial, manufacturing and e-commerce companies. Its site has a page on marketing for manufacturers covering CRM setup, API integrations and email automation. One case study describes a long project with an ice equipment manufacturer. Tuna Traffic built the client's brand and website, then handled lead outreach, CRM implementation, sales support, operational integration, data digitization, video production and tradeshow events. Its team includes a VP of Client Solutions and a Sales and Engagement Coordinator.

This approach will suit small and mid-sized companies in southeastern Wisconsin that want a CRM rollout tied to their marketing, website and sales outreach. Organizations looking for a certified specialist in one particular CRM platform should ask which systems the agency supports, because its site does not name a specific vendor partnership.