Find the best-fit CRM software users love

Get a roadmap + expertise to go from plan to launch, and confidently lead your organization’s digital transformation.

IT Project Manager & Happy CRM Users

Select the Right CRM

with help from vendor-agnostic experts

Manage the Transition

with a CRM users love and will actually use

Transform your Business​

with new insights and sales enabled capabilities

Select the Right CRM

with help from vendor-agnostic experts

Manage the Transition

with a CRM users love and will actually use

Transform your Business

with new insights and sales enabled capabilities

Working with a CRM Consultant

Choosing a CRM has massive implications for your business

You’ve been put in charge of leading your company’s CRM initiative. They want a customer relationship management solution now. You know you only have one chance to get it right.

Failure isn’t an option.

About

You deserve an experienced, unbiased consulting partner who will guide you from CRM planning to selection to launch

After decades of executive leadership in sales, marketing, operations, and technology, we founded CRM Switch to help companies in manufacturing, distribution, and tech find success in their CRM initiatives.

When you have a proven roadmap and the specialized expertise of a vendor-agnostic guide to help you follow it, you can choose the best-fit customer relationship management system, align everyone around it, and confidently lead your organization’s digital transformation.

Sales Automation Platform Leaders

Services

Don't just pick a CRM. Speed time to value with organization-wide buy in and faster adoption.

Our CRM consulting services don’t start and end with selection. We can support your initiative in a variety of ways.

Strategy and Selection

Project Management

Change Management

CRM
Coaching

Is it for me?

We're ready to partner with you, but first...

let’s make sure we’re the right fit to work together.

CRM Switch is for you if

  • Your company is established, primarily B2B, and has at least 150 employees
  • You have secured management sponsorship of a digital transformation initiative
  • You’re looking to engage a CRM expert to guide you to success
  • You want to improve the visibility of pipelines and sales activities to acquire more customers
  • You want to streamline operations and increase employee efficiency
  • Businesses with fewer than 150 employees
  • Organizations with B2C as the primary business model
  • Companies looking to cut corners and take shortcuts
  • Leaders who don’t think visibility, accountability, and automation are important to scaling and managing their business
  • Leaders who are satisfied with the status quo and view new technology as a burden rather than a strategic advantage

How it works

Your path to the Best-Fit CRM

Plan + Build

We’ll capture your key business requirements, current processes, and existing systems and use them to design a CRM strategy.

Align + Transform

Now that you have the best-fit CRM, we’ll help you to align everyone around it and kick your company's digital transformation into gear.

Dream + Discover

We’ll listen to learn your unique CRM needs, challenges, and stakeholders. You’ll walk away with a roadmap—a clear path forward—so you know exactly what to expect from our work together.

Vet + Select

We’ll conduct an unbiased evaluation of vendors tailored to your needs and guide you to the point of confidently procuring the CRM that's right for your organization.

Dream + Discover

We’ll listen to learn your unique CRM needs, challenges, and stakeholders. You’ll walk away with a roadmap—a clear path forward—so you know exactly what to expect from our work together.

Plan + Build

We’ll capture your key business requirements, current processes, and existing systems and use them to design a CRM strategy.

Vet + Select

We’ll conduct an unbiased evaluation of vendors tailored to your needs and guide you to the point of confidently procuring the CRM that's right for your organization.

Align + Transform

Now that you have the best-fit CRM, we’ll help you to align everyone around it and kick your company's digital transformation into gear.

We want you to see a good return on your CRM investment, whatever that looks like for you. 

Blog

The latest insights

from our blog, named among the best CRM blogs by CRMBuyer and CRM Solutions Review.

Free Download

The CRM Buyer's Cheat Sheet

A brief and straightforward guide that provides professional tips and advice for each step of the CRM selection process.

✔️ A proven 7-step CRM Planning and Selection process

✔️ 8 reasons why you should not develop an RFP

✔️ The do’s and don’ts of the CRM buying cycle

CRM Buyer's Cheat Sheet

We will not share your email address with anyone outside our company.

Stop spinning your wheels searching for a CRM.

Meet with one of our consultants today to find out how we can help you can plan, select, and launch the best-fit CRM users love.