CRM Consultants & Implementation Partners in Wausau, WI

Applied Tech is a managed IT and security services provider with an office in downtown Wausau that serves organizations across northern Wisconsin, alongside locations elsewhere in Wisconsin and in Colorado. The firm targets small and mid-sized businesses, and its work spans infrastructure, cybersecurity, cloud and business productivity tools.

CRM fits within its productivity practice, where it deploys Microsoft Dynamics 365 CRM together with OnTrack for clients that want a more organized way to manage customer relationships. In April 2026 the company was acquired by Heartland Business Systems, and the site now notes that Applied Tech operates as part of that larger organization.

CRM and productivity work

Buyers evaluating CRM partners should know that Applied Tech approaches CRM as one piece of a broader Microsoft environment rather than as a standalone specialty. Its productivity offering focuses on helping companies get more value out of Microsoft 365 applications, and the Dynamics 365 CRM deployment sits alongside that support.

This can suit organizations that prefer one provider to handle the CRM platform, the surrounding Microsoft tools and the underlying IT systems that keep them running. The company describes itself as a Microsoft Gold managed services partner.

• Microsoft Dynamics 365 CRM deployment
• OnTrack deployment
• Microsoft 365 productivity support
• Fully managed and co-managed IT services
• Cybersecurity and regulated security services
• Cloud and on-premise infrastructure modernization
• IT growth strategy and project support

How the firm engages

Applied Tech offers two main engagement models. Companies without internal technical staff can hand over day-to-day IT responsibility entirely, while those that already employ an IT team can bring the firm in on a co-managed basis to add capacity and expertise.

The company emphasizes planning ahead instead of reacting to breakdowns, building technology roadmaps that line up with business objectives such as adding staff, introducing new services or improving the customer experience. It also takes on discrete projects for clients that need extra hands for a specific initiative.

A client testimonial on the site from the COO of Dairy Farmers of Wisconsin highlights the value of relying on a team instead of a single in-house generalist.

Industries served

While the firm presents itself as a generalist in technology strategy, it has developed deeper experience in complex and heavily regulated sectors. Its industry focus areas include manufacturing; architecture, engineering and construction; healthcare; finance; and insurance. For regulated organizations it provides a dedicated security service intended to support compliance requirements, which may matter to CRM buyers handling sensitive client or patient data.

Background

Applied Tech was founded in 1999 and has spent more than two decades delivering managed IT and security services. Its contact page lists offices in Wausau, Madison, Milwaukee and Boulder, with staff spread across the region, and it supports clients nationwide.

The Wausau location gives northern Wisconsin businesses a local point of contact, and the company is a member of the Greater Wausau Chamber of Commerce. Through the Heartland Business Systems acquisition, clients now have access to the resources of a larger IT services group.

Organizations whose main need is advanced CRM customization or a dedicated CRM consulting practice should confirm the depth of Dynamics expertise available, since the published material positions CRM as part of a wider managed services relationship.

Big Fat Designs, LLC is a digital agency based in Wausau. Eric Nicholas Sweeney, who goes by Nick, founded it in 2001. The firm's primary work is building websites and bespoke software. More recently it has added AI consulting and workflow automation. For buyers comparing CRM partners, the relevant offering has two parts. The first is a combined sales-and-marketing platform delivered through a partnership with SharpSpring. The second is the option of having a customer relationship tool built from scratch.

CRM and Marketing Automation

Through SharpSpring, the company gives businesses a single system that pairs contact and pipeline management with automated marketing. The agency frames this offering around lead generation, email outreach and social media promotion. The aim is to help clients build a steady flow of prospects and keep customers returning over time.

Its Wausau service description mentions linking a client's CRM to a new site, so web forms and lead capture can feed directly into sales follow-up. The firm also notes that clients are not locked into long-term contracts.

Custom Relationship Management Tools

Some organizations have processes that don't fit an off-the-shelf package. For them, BFD designs custom applications. Projects range from simple forms that gather and route customer data to complex builds, such as a pricing engine combined with a relationship management tool. Typical builds include:

• Sales tracking and automation tools
• Customer portals
• Resource management systems
• Custom databases
• Mobile and desktop apps for iOS, Android and Windows

On the AI side, the team helps companies spot repetitive tasks that can be handed off to software. It then designs and deploys AI-driven tools, chatbots and process improvements that match how the business actually runs. This work can support a CRM rollout by cutting manual data entry and making daily operations more efficient.

How They Work

The agency says it spends time learning each client's products, services, industry challenges and goals before shaping a digital strategy. It emphasizes long-term relationships and cost-conscious solutions. Its clients have included everything from new ventures to Fortune 500 companies across many industries. Beyond CRM, BFD offers:

• Responsive website design and e-commerce
• Its own in-house content management system
• SEO, UI/UX design and interactive mockups
• Print work such as brochures and catalogs
• Logos, illustration and commercial photography

Background

BFD has been operating since 2001 and considers itself among the longest-running design studios in the central part of the state. It reports having delivered hundreds of sites and bespoke applications. Its trained designers and marketers bring a combined 65-plus years of experience. The office is in Wausau.

The firm takes on projects nationwide, but its main focus is Wisconsin, including Appleton, Eau Claire, Green Bay, Madison, Milwaukee, Stevens Point, Merrill, Mosinee, Rhinelander, Germantown and Menomonee Falls. For buyers, the appeal is one local partner that can handle the CRM platform, the website that feeds it and any custom tooling in between.