CRM Consulting and CRM Services

MICROSOFT DYNAMICS & CRM CONSULTING

Root16 brings the best of boutique and big consulting to you, with a deep focus on core verticals and our ability to implement Microsoft D365 and the Power Platform.

Root16 helps you develop a long-term roadmap for your CRM initiative, along with key milestones and success metrics to help make sure you achieve the business value you expect from your investment.

Root16 is a Certified Microsoft Gold Partner.

Unlike most consulting firms, Root16 will partner with you to deliver your project. We make your business objectives the center-focus of our work for solutions that support your growth.

Root16 is a CRM Consulting firm focused on Customer Engagement, Power Platform, and ISV.

Offer a wide range of engagements based on client's needs:

CRM Discovery

CRM Planning and Roadmapping

CRM Implementations

CRM Vendor Selection

CRM Change Management

Analyze data, build solutions, and automate processes with the following Power Platforms:

Power BI

Power Apps

Power Automate

Power Virtual Agents

Bring your solutions to market on an industry-leading CRM platform:

Vertical Solutions

Connectors & Integrations

Mobile Interfaces

SDKs & APIs

Migrate a Salesforce
Solution to Dynamics

You guys have been one of the best consultant practices I've ever worked with. It's amazing to work with brilliant people like you. You guys were extremely flexible with our needs. Every chance I get, I recommend you guys for anyone needing core Dynamics consulting.

Mike GowingSenior Microsoft Cloud Engineer at Compliant Pharmacy Alliance

The Root16 team are exceptional, fun people who are invested in our success. Not only is the tool they built us incredible, but we have also enjoyed the journey.

About Julie's Project

Julie PampuchManaging Principal at WB Engineers+Consultants

I cannot recommend Root16 highly enough for your CRM engagement! Not only are they subject matter experts, but they are responsive, engaging, intelligent, resourceful, helpful, and fun to work with.

About This Project

The Client

I would absolutely recommend Root16. They were great. Super easy to work with. Very responsive. Asked the right questions. Got to the root of the problem. They also delivered the project on time and on budget.

About This Project

Senior Sales Director

2005-2018

Served in leadership roles for Sonoma, a successful Dynamic Inner Cycle partner. We were responsible for all operational aspects of Sonoma’s organization and helping grow the team to 160+ employees.

2018-2020

Sonoma’s success lead to its acquisition by one of the largest global consulting organization in the world. The role of the leadership team was to lead all CRM work, grow business and execute successful product deliveries for hundreds of clients.

May 2020

After experiencing big consulting, the founders of Root16 wanted to take things back to the basics. They knew the importance of building a strong team from the ground up. Similar to the roots of a tree, the strongest team produces the best output.

Data & Stats

more effective sales efforts when consistently using a CRM or other record system.

(source: Aberdeen Group)

of organizations believe a single source of customer data would provide significant or indispensable value to their business

(source: Forrester Consulting)

of users said their CRM system gave them improved access to customer data

(source: Software Advice)

Don’t have a CRM?

No problem! We can walk you through the basics, pricing, and process.

Interested in migrating to D365?

We have successfully migrated dozens of CRMs, legacy systems and even excel files into D365.

Want to create something custom?

We’d be happy to jump on a call to talk about your ideas and what it would look like to make it happen.

Questions?

Simply fill out our contact form and an expert from our team will set up a call with you to learn more about your unique needs and answer any questions. Wherever you are on your journey, we are happy to help.