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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.
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
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.
“CRM Switch's consultants helped us define our CRM strategy and work through getting all stakeholders on board with the forthcoming changes.
Luckily, they also had a terrific grasp of the manufacturing industry and helped us identify where processes could be improved and efficiencies gained. I highly recommend CRM Switch to any company that wants expert guidance in moving to new CRM software."
Jeff CrossleyDirector of Information Technology, Labconco Luckily, they also had a terrific grasp of the manufacturing industry and helped us identify where processes could be improved and efficiencies gained. I highly recommend CRM Switch to any company that wants expert guidance in moving to new CRM software."
“CRM Switch helped us define our CRM strategy and work through getting all stakeholders on board with the forthcoming changes.
Luckily, they also had a terrific grasp of the manufacturing industry and helped us identify where processes could be improved and efficiencies gained. I highly recommend CRM Switch to any company that wants expert guidance in moving to new CRM software."
Luckily, they also had a terrific grasp of the manufacturing industry and helped us identify where processes could be improved and efficiencies gained. I highly recommend CRM Switch to any company that wants expert guidance in moving to new CRM software."
CRM Readiness Calculator
Is your organization truly ready to implement a new CRM?
Our CRM Readiness Calculator helps you identify potential gaps and clearly understand your organization’s preparedness to select and implement the right CRM.
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
“CRM Switch was instrumental in helping us clearly identify and prioritize our requirements.
With their guidance, we selected and implemented the best CRM for our business the first time. Our users and executive team are very happy with the end result. We can better serve our clients.”
Wil MeggersVice President, GreatAmerica Financial Services With their guidance, we selected and implemented the best CRM for our business the first time. Our users and executive team are very happy with the end result. We can better serve our clients.”
“CRM Switch was instrumental in helping us clearly identify and prioritize our requirements.
With guidance from their consulting team, we selected and implemented the best CRM for our business the first time. Our users and executive team are very happy with the end result. We can better serve our clients.”
Wil MeggersVice President, GreatAmerica Financial Services With guidance from their consulting team, we selected and implemented the best CRM for our business the first time. Our users and executive team are very happy with the end result. We can better serve our clients.”
“CRM Switch was instrumental in helping us clearly identify and prioritize our requirements.
With their guidance, we selected and implemented the best CRM for our business the first time. Our users and executive team are very happy with the end result. We can better serve our clients.”
With their guidance, we selected and implemented the best CRM for our business the first time. Our users and executive team are very happy with the end result. We can better serve our clients.”
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.
“With a variety of CRM and digital marketing products for hospitals on the market, we needed a vendor-neutral consulting company to help us with planning and product selection.
CRM Switch proved to be an excellent partner throughout this process. We ended up with the right combination of platforms to drive our business forward.”
Jennifer ElliottSystem Director, Digital Marketing, St. Joseph Health CRM Switch proved to be an excellent partner throughout this process. We ended up with the right combination of platforms to drive our business forward.”
“With a variety of CRM and digital marketing products for hospitals on the market, we needed a vendor-neutral consulting company to help us with planning and product selection.
CRM Switch proved to be an excellent partner throughout this process. We ended up with the right combination of platforms to drive our business forward.”
CRM Switch proved to be an excellent partner throughout this process. We ended up with the right combination of platforms to drive our business forward.”
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 fast, actionable reference that distills the key steps, decisions, and tips needed to run a smarter CRM selection process.
✔️ A quick reference to CRM planning, evaluation, and selection best practices
✔️ Essential tips for demos, scorecards, stakeholder input, and readiness
✔️ Ideal for CRM project leads looking to stay aligned and on track
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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.