Ledgeview Partners

Ledgeview Partners delivers customer relationship products and services for small-to-enterprise sized businesses in a variety of industries. The company applies its proven business development expertise and industry-leading Microsoft Dynamics CRM technology in the development and execution of inside sales and customer care strategies that lead to enhanced revenue, stronger customer relationships and higher profitability for its clients. Ledgeview Partners is a Microsoft Partner with a recognized gold competency in Microsoft Dynamics CRM and a member of the 2015 President’s Club for Microsoft Dynamics.

www.ledgeviewpartners.com | Partner Location: Appleton, WI



Neudesic is the trusted technology partner in business innovation, providing a full life-cycle of CRM solutions. As a Microsoft Gold Certified Partner, Neudesic helps clients like AMN Healthcare, Mandarin Oriental Hotel Group and Majestic Realty decrease risk, save time and increase revenue with Microsoft Dynamics CRM. Neudesic has industry-specific CRM solutions for financial services, healthcare, education, manufacturing, insurance, hospitality, loyalty, and real estate. Founded in 2002 and headquartered in Irvine, California, Neudesic serves clients from offices throughout the United States. Learn how Neudesic’s CRM solutions can transform your business and enhance customer relationships.

www.neudesic.com | Partner Locations: Irvine, CA (headquarters); Austin, TX; Chicago, IL; Dallas, TX; Denver, CO; Houston, TX; Las Vegas, NV; New York, NY; Newark, NJ; Philadelphia, PA; Portland, OR; Phoenix, AZ; Redmond, WA: San Diego, CA; India


Professional Advantage

Professional Advantage focuses on providing technology and services that enable high-performance workplaces and organisations. Professional Advantage was established in 1989 and today employs more than 230 people in Sydney, Melbourne, Brisbane, Perth, London and Fargo, USA. The company is the largest provider of leading brand global business management systems, such as financial management, ERP, CRM, retail, business intelligence, business process management and portal solutions to midsize organisations in Australia, supporting over 800 clients nationally. Its multi-product offering is complemented by its development, systems integration, consulting, training, and support services.

www.pa.com.au | Partner Locations: Sydney, Melbourne, Brisbane, Perth, London and Fargo, USA

ClickDimensions Gold Partner


Affiliated helps you move your business forward. Affiliated provides Microsoft Dynamics CRM and Office 365 solutions for organizations throughout the United States. For more than 20 years we have delivered solutions for businesses and organizations looking to improve operational efficiency, increase customer loyalty, and drive more profitable revenue.

Headquartered in Columbus, Ohio, Affiliated provides Dynamics CRM implementations, upgrades, integration, training, and support services for mid-market and corporate clients in the Midwest, East Coast, Georgia, Texas, and California.

In addition to implementing Dynamics CRM for the sales, marketing, and customer service teams, we have also implemented fully customized CRM solutions for nonprofits, constituent services, and the home/building maintenance industries. Many of our solutions involve integration with custom applications or ERP systems ranging from other dynamics products, customer self-service portals, to mid-market and Tier 1 ERP systems. Our implementation approach follows a proven methodology that focuses on successful end user adoption. After the implementation, we provide a variety of ongoing educational and support options to keep your team informed and motivated to use the system to their competitive advantage.

www.aresgrp.com | Partner Location: Dublin, OH


Ascendix Technologies

AscendixRE products are focused, highly specialized CRM solutions for commercial real estate that integrate industry standards and requirements into a solution tailored to the needs of commercial real estate brokers and professionals. Ascendix Technologies has focused specifically on the commercial real estate market for the past 10 years and is a reliable option for brokerages, owners and firms. xRE can be deployed on both subscription and on-premise models and can be accessed via any connected mobile device, tablet or computer.

www.ascendix.com | Partner Location: Dallas, TX

Atrio Systems

Atrio helps businesses improve sales, marketing, and service using Microsoft Dynamics CRM and our unique Atrio Maturity Model. Atrio has a history of helping companies improve their top line and build habits necessary for successful CRM implementations. Whether you are new to CRM, wishing to extract more value from CRM or seeking to re-launch a struggling CRM project, Atrio has experienced consulting resources to help you.

www.atriosystems.com | Partner Location: Bloomfield Hills, MI



Since 2008 at enCloud9 LLC we’ve been using our unique approach to help small and medium-sized businesses lower their costs and boost productivity through Microsoft’s powerful range of cloud-based software. We are a Silver Customer Relationship Management Competency Partner with Microsoft and a member of the Cloud Accelerate program. Through our relationship with ClickDimensions we offer full service Marketing and email Automation services to our clients.

www.encloud9.com | Partner Locations:  Omaha NE (Headquarters), Pheonix AZ, Orange County CA, Billings MT


Magenium Solutions

Magenium Solutions is a business and technology consulting services firm. We are a Gold CRM Competency partner with Microsoft and our IT consulting professionals average 20 years of industry experience. We have a robust Microsoft Dynamics CRM practice and we pride ourselves on the additional value we bring to each implementation. We are well versed in the Microsoft platform and use Microsoft Dynamics CRM and ClickDimensions internally. Our team can provide a tailored demonstration and tell you more about how we partner with our clients to ensure they get the most out of their CRM investment.

www.magenium.com | Partner Location: Chicago, Arizona, Florida, Georgia, Michigan, Minnesota



Socius is a strategic business consulting partner that provides comprehensive business management solutions to help companies leverage technology to accelerate their growth and profitability and compete more successfully in today’s economy. As a Gold Certified member of the Microsoft Partner Network, Socius represents the most trusted accounting, enterprise resource planning (ERP), customer relationship management (CRM), and business intelligence and analytics technologies on the market. Backed by more than 25 years of award-winning experience, Socius proudly serves clients throughout the country from its offices in Cincinnati, Columbus, and Cleveland, Ohio; Kansas City; and San Jose, California.

www.socius1.com | Partner Locations: Columbus, Ohio, Cleveland, Ohio, Cincinnati, Ohio, Kansas City, Kansas, San Jose, California


Summit Group Software

Summit Group Software helps clients by providing an incomparable level of information technology services and solutions. As a Microsoft Dynamics Partner we are focused on the Microsoft Dynamics GP and Microsoft Dynamics CRM product lines.

www.summitgroupsoftware.com | blog.summitgroupsoftware.com | Partner Location: West Fargo, ND and Chicago, IL


AJi Software

At AJi Software, they specialize in the art and design of beautifully constructed software. Since 2004, their team of expert software designers has been building custom software, websites, mobile apps, and content management systems that go beyond simply improving productivity. No matter where you’re starting in the development process, they help solve your toughest custom software challenges. AJi loves to help their clients solve big CMS/CRM problems. Their certified professionals can help you bring a new system online, upgrade your system to the latest version, or extend your instance to communicate with other internal systems. AJi is your partner and we will continue to provide value and service after the sale.

www.ajisoftware.com | Partner Location: Kansas City, MO


Alta Vista Technology

Alta Vista Technology is a recognized business consulting firm with more than 140 years of combined experience. We specialize in providing ERP, CRM, Business Intelligence, and Collaboration solutions from Intacct & Microsoft Dynamics as well as technology based on Microsoft Office SharePoint Server. At Alta Vista Technology, we have a passion to help businesses grow. Our team members take a personal interest in each client, helping to define their needs and turning them into actions. We take pride in being part of the solution.

www.altavistatech.com | Partner Locations: Southfield and Grand Rapids, MI

Alto Consulting & Training

Alto Consulting & Training

Alto Consulting and Training, founded in 1984, in Minneapolis, Minnesota provides Microsoft Dynamics CRM consulting and training services that take you from planning to successful deployment and adoption. Our solutions enable clients to streamline processes, manage sales pipeline, provide better customer service and create highly effective marketing initiatives. Our highly satisfied customers find that we excel in aligning their unique business needs with CRM and are able to provide them with solutions that don’t break the bank. Our collaborative and agile approach has been effective in delivering projects on time and within budget across various industries. Our CRM consultants provide installation, configuration, customization, custom plug-ins and reports development, process automation, integration with other business applications and training services that will help ensure the success of your Dynamics CRM on-premises or online implementation.

www.altoconsulting.com | Partner Location: Minneapolis, MN


Avastone Technologies

Microsoft Gold Partner Avastone Technologies provides Microsoft Dynamics CRM consulting, implementation and support services for public sector, manufacturing, healthcare, financial, not-for-profit, professional and business services companies. Our Microsoft Dynamics CRM consultants are able to design customizations with third-party solutions and custom programming to ensure that the Dynamics CRM solution fits our client’s needs, process and business objectives. We are totally committed to our client’s success, and we are prepared and qualified to provide the personalized Dynamics CRM consulting, implementation and on-going support services necessary to assure that client objectives are met. Get a free demo of Microsoft Dynamics CRM today.

www.avastonetech.com | Partner Location: Little Chute, WI; Milwaukee, WI; Chicago, IL



Avtex provides professional services and customer experience consulting encompassing a full 360° suite of solutions including user experience design, application development, unified communications, contact centers, portals, business intelligence, and customer relationship management. Driven by technology know-how and passionate about customer experience, Avtex is uniquely qualified to help clients deliver exceptional experiences to their customers using technology. Backed by strategic partnerships with Microsoft, Sitecore and Interactive Intelligence, Avtex is truly a breadth and depth provider of customer experience technology solutions. Find out more about Avtex online at www.avtex.com or follow Avtex on Twitter at @avtex.




BusiPlanIT is a Microsoft partner with expert Microsoft solution stack capabilities. We maximize client productivity and enterprise technology investments. Our technical foundation leverages Dynamics CRM as the integrated enterprise environment centerpiece.

Helping businesses achieve their goals is what we do. Through technology, BusiPlanIT creates value, efficiency, effectiveness, and actionable information for our clients. We implement solutions that streamline business operations processes and connect disparate processes to create an end-to-end lifecycle experience.

We perform modernization, transformation and consolidation initiatives for any size organization. Whether you need newer technology, reengineer business processes or combine technology silos, BusiPlanIT can get you there.

www.busiplanit.com | Partner Locations: Illinois, Virginia & National


Concurrency, Inc.

Founded in 1989, Concurrency, Inc. provides expert guidance to plan and deploy IT solutions that increase business productivity. Concurrency helps organizations leverage best practices to improve productivity with project, service, process, and content management solutions. We are expert in core Microsoft platforms including SharePoint, Lync, Exchange, System Center, and Dynamics CRM, both on-premise and in cloud. Gold – Content Management, Gold – Virtualization, Gold – Communication, Gold – Customer Relationship Management, Silver – Desktop, Silver – Identity and Security, Silver – Management and Virtualization, Silver – Messaging, Silver – Portals and Collaboration, Silver – Search, Silver – Server Platform, Microsoft Small Business Specialist, Microsoft Cloud Accelerate Partner, Microsoft Azure Circle Member

www.concurrency.com | Partner Locations: Milwaukee, Chicago, Minneapolis



Datasentials, a global leader in Microsoft Dynamics CRM and software development and deployment. Our Mission is to help clients improve their business by improving their business systems, processes and data to achieve success. Datasentials industry leading experts focus on helping process information quicker; to help you do the things you need to do better, so you get results. Go with a partner you can trust! With solutions such as Microsoft Dynamics CRM, ClickDimensions, Scribe Integration Software, CWR Mobility, ExperLogix, Adxstudio, and Qixas, Datasentials provides full circle Information Technology products and services to retrieve, manage, analyze and display critical business data.

www.datasentials.com | Partner Location: Milwaukee, WI, vovering North America, Northeast, Southeast, Central, Midwest, Southwest and West Regions


As a Microsoft Gold certified partner, DynamicsQ is able to leverage our relationships to provide the most cost-effective cloud computing, customized, and support IT solutions for our clients. We fully support SMB and Enterprise systems on a 24/7 basis with solutions that automate the generation and management of the business pipeline. Areas of expertise include automation of marketing, sales, and customer service functions, as well as complex integration, custom application development, managed infrastructure, and IT business consulting.

www.dynamicsq.com | Partner Location: Dallas, TX (Headquarters); Chennai, India and Leicester, UK


EHTC Technology Solutions

EHTC Technology Solutions’ services help organizations use technology to improve business processes, manage their customer relationships, and be successful in their marketplace. We’ve implemented Dynamics CRM starting with the original version and continue to build our expertise with each new client and industry served. We specialize in performing application integrations and best practices consulting.



Fathom is a full-service digital marketing agency that specializes in designing advertising solutions that fit your unique needs and goals. Fathom has been helping companies tackle marketing automation for more than 10 years – even before today’s tools made it easier to strategically focus on the customer journey. Today’s approach to helping companies go to market and grow has been refined over the years: building on a depth of experience constructing and implementing enterprise email solutions while sending over one billion emails and counting. We can help you not only implement and optimize your ClickDimensions solution, but also integrate email marketing efforts with SEO, content marketing, paid search and many other digital efforts.

www.fathomdelivers.com | Partner Locations: Valley View and Columbus, Ohio


Harris Technology

Our technical CRM project managers work closely with our clients on identifying and outlining their business objectives for their CRM system. Our purpose is to help our customers run their businesses more efficiently, providing them with the solutions that brings people, processes, and data together so they can better serve and retain their customers. Our core products are Customer Relationship Management (CRM) and permission based e-mail marketing solutions.



eImagine Technology Group

eImagine is a software development firm that aims to solve our customers’ business problems using our four core specialties of Microsoft Dynamics CRM, Microsoft SharePoint, custom software development and mobile application development. We are a Microsoft Partner office staffed by a team of certified professionals.

www.thinketg.com | Partner Locations: Indianapolis, Indiana, USA


JibeCRM is a Microsoft Partner focused on helping our customers achieve a world-class business solution that can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction, loyalty and retention. JibeCRM solutions built on the Microsoft Dynamics CRM platform deliver high return on investment through marketing automation, customer service and sales force automation.

www.jibecrm.com | Partner Locations: Cleveland, Ohio


KiZAN Technologies, LLC

KiZAN Technologies LLC was founded in 1991 to assist corporations in the implementation of business solutions using Microsoft technologies. Today, KiZAN is a Microsoft Gold Certified Partner and is the back to back winner of Microsoft’s Heartland Partner of the Year for 2012 and 2013! Knowledgeable consultants, solid project management and an integrated Microsoft involvement ensure projects meet or exceed their client’s expectations.

www.kizan.com | Partner Locations: Kentucky, Indiana, Ohio, Tennessee, Michigan


Living Business Online

Living Business Online is a Microsoft Gold Partner headquartered in the clouds. Many industries will undergo big changes as the impact of this new online digital world kicks in and affects their status quo. We’re here trying to help you figure out how you can get ahead of the changes and even if you’re not leading the parade, you won’t be at the back of the pack picking up the droppings.



OTT, Inc.

OTT, Inc. is an award-winning Microsoft Partner delivering business management, Customer Relationship Management (CRM), IT, and Custom Development solutions and services to small and mid-market businesses based throughout the Upper Midwest. OTT, Inc. is a MPN (Microsoft Partner Network) member, with competencies in Enterprise Resource Planning, Business Intelligence, Customer Relationship Management, Portals & Collaboration, Midmarket Solution Provider, and Small Business Specialist. OTT, Inc.’s primary product offerings include Microsoft Dynamics GP, Microsoft Dynamics CRM, Microsoft SharePoint, Citrix, VMWare, Microsoft SQL, and Microsoft Office 365. Founded in 1995, OTT, Inc. is headquartered in St. Paul, Minnesota. Learn more about OTT, Inc. by visiting www.OTT-Inc.com.

www.OTT-Inc.com | Partner Location: Minneapolis/St. Paul, Minnesota


PSC Group, LLC

PSC is a business technology consulting firm that has been delivering high value solutions to our clients since 1990. We have a history with our clientele that is based on mutual respect, integrity, and honesty. As a Microsoft Gold partner, PSC is recognized has having competencies in the areas of Customer Relationship Management, Enterprise Resource Planning, Collaboration and Content, and Business Intelligence.

www.pscdynamics.com | Partner Location: Overland Park, KS, Schaumburg, IL, Chicago, IL



At SalesMetrix, we provide comprehensive business strategy and information system solutions for sales and marketing, customer service, supply chain, and performance measurement that help businesses gain competitive advantage and increase profitability in a rapidly changing market landscape. Whether the focus is on strategy, systems, or execution, we have the people and technology to deliver tangible results fast and economically. We specialize in: Microsoft Dynamics CRM implementation, training, and custom development. Sales and marketing methodology, planning, and management strategies. Streamlining & automating business processes and operations. System Integrations and Application Development.

www.salesmetrix.net | Partner Location: Texas


StrataBlue is a digital agency that provides a range of strategic and creative services designed to help companies and ClickDimensions implementation partners get the most from their marketing investment. Revenue and ROI are at the core of everything we do. From demand generation planning to tactical campaign execution, we provide a comprehensive suite of services that span the entire lead lifecycle. We’ve designed, executed and managed successful digital marketing programs that include social, SEO, landing pages, webinar invitations, newsletters, target account programs and more. Our holistic approach includes strategic advice, expert copywriting and world-class design to ensure a positive marketing ROI.

www.stratablue.com | Partner Location: Indianapolis, Indiana


SVA Consulting

Since 1992, SVA Consulting has provided full-service business and technology consulting services throughout the Midwest, delivering over 400 Microsoft-based solutions in ERP, CRM, Business Intelligence, Enterprise Content Management and Warehouse Management Services. We’re driven to help our clients achieve Measurable Results. Our team focuses on our customers’ goals and delivers Measurable Results through a combination of knowledge, experience, best practices and an effective project implementation process. Technology is not the focus; rather, it is the tool businesses use to reach the next level of success. SVA Consulting is committed to helping companies take advantage of technology, thereby delivering Measurable Results.

www.consulting.sva.com | Partner Locations: Madison, WI; Brookfield, WI; Appleton, WI; Rockford, IL



Tricension is a business advisory and technology solutions firm whose founders are accomplished business and technology executives with a proven track record in solving complex challenges. The Kansas City, MO based company has been listed as one of the “Fastest Growing Companies” by the Kansas City Business Journal and Ingram’s Magazine for three consecutive years. Tricension was also recently named to the 25 Under 25 Class of 2014, given out each year to 25 companies in the Kansas City area who have excelled in community involvement, ability to recognize and overcome business challenges, and growth.

www.tricension.com | Partner Location: Kansas City, MO


Turnkey Technologies, Inc.

Since our inception in 1994, Turnkey Technologies, Inc. has focused exclusively on helping our customers work at peak performance by leveraging Microsoft’s Dynamics GP & Dynamics CRM solutions. Turnkey is the premier Microsoft Gold Certified Dynamics GP and Dynamics CRM partner in Eastern Missouri and Southwestern Illinois Region. We offer a full suite of services to our Microsoft Dynamics customers, including new software licensing, upgrades, implementation services, customization, data conversion, integration, training, support, business intelligence & reporting, workflow and portals, and upgrades. We offer on-premise, hosted and on-line solutions, and have extensive experience extending the Dynamics solutions functionality through certified independent software solutions.

www.turnkeytec.com | Partner Location: St. Louis, MO, Eastern Missouri and Southwestern Illinois Region

BCG Systems

Data Dynamix

Journey Team


Net Standard



Wipfli, LLP