We believe a good CRM strategy involves the entire life-cyle of customer engagement - from lead to loyalty.  We take the time to fully understand your business imperatives and help translate that into technology needs.  To better understand our recipe for success read more here or contact us.

Our Focus -   The Customer Engagement Platform of Choice is Microsoft Dynamics 365. Atrio is 100% focused on Microsoft Dynamics 365(CRM).  We are not distracted by a competing CRM platform nor are we distracted by other complicated business applications such as ERP.  Atrio specializes in the implementation and on-going support of Microsoft Dynamics 365 as the Customer Engagement Platform.  

Aligning Marketing & Sales - Alignment between your marketing and sales teams is more critical today than ever. Statistics prove that those organizations that have alignment out-perform their competitors by more than 50%.  For this reason we also partner with marketing technology solutions such as ClickDimensions, Act-On, HubSpot & Sprinklr.  These solutions work well with and extend the Dynamics365 Customer Engagement Platform into Digital Marketing.


We work hard to establish credibility with our clients and Microsoft.  The Gold CRM Competency is the highest achievement you can have with Microsoft.  This demonstrates our focus and experience with Dynamics 365.

Sprinklr Certified

We have recently completed our certification for Sprinklr.  We are one of a select few partners that will consult on Sprinklr and Dynamics.  Whether you are new to Social or CRM, wishing to extract more value from your existing CRM, or seeking to re-launch a struggling CRM project, Atrio has experienced consulting resources to help you.   To experience our passion follow this link to Learn More →

"Customer is defined by anyone who touches your brand"
- Ragy Thomas, CEO & Founder of Sprinklr

Act-On Strategic CONSULTING Partner

Atrio is currently a leading partner of Act-On, working  to enhance customers ability to better align Sales and Marketing. Act-On was recently listed as a Visionary in Gartner’s Magic Quadrant and is one of the leading Marketing Automation solutions.  
Learn More About Act-On Marketing Automation →

Act-On Partner

Sales Maturity MOdel

How do we do it? We do have a recipe for success.  Our founder, Brian Demoe, in conjunction with Carnegie Mellon developed a "Sales Maturity Model" after realizing the similarities between individuals trying to achieve predictable sales performance and predictable software engineering performance. This approach allows us to implement the right level of sophistication for process and technology that aligns with the sales process and technology maturity level. We often refer to this as Crawl, Walk, Run but the approach is a bit more scientific and also applies to an organization looking to implement any technology for their Social strategy, Marketing strategy, Customer Service strategy, etc. 

Our skilled consultants have over 20 years of experience and 500+ CRM implementations. We excel at complex projects that require multiple integration points, multiple disciplines of social, marketing, sales and service. We get results.

Atrio Events

From Workshops to Webinars By The Customer EngagEment Pros



...from just a few of our very happy clients.