What Our Clients Say

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“I would absolutely recommend CRM Switch to anyone looking to introduce a new CRM to their business. It’s a complicated decision that you don’t want to mess up, and getting expert guidance for something like that was definitely worth the investment.”

Elijah Ansart

Medical Solutions Supplier

VP of Sales

“I hired CRM Switch to assist our company in rolling out several enterprise-wide technology initiatives, and I cannot recommend them highly enough. There is no question that our initiatives were more successful with our customers, our employees and our vendors, because of his insight and excellent advice.”

Kristin Lincoln

Simpson Strong-Tie

Senior Vice President

“CRM Switch was instrumental in facilitating Shyft’s selection of a new CRM. Daryn was great to work with and he learned our needs quickly and communicated effectively with the vendors. He took our complex processes and distilled them into a format the vendors could understand. It was a real pleasure to work with CRMSwitch.”

Elise Riordan


VP, Strategic Solutions

“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.”

Wil Meggers

GreatAmerica Financial Services

Vice President

We enlisted CRM Switch to lead a critical CRM technology initiative that posed complex requirements and involved numerous stakeholders. From the outset, Daryn demonstrated the skill to connect with people at all levels of the organization, swiftly earning their respect and becoming an indispensable part of our team.”

Richard Wilhelm

Modine Manufacturing Company

Global Director IT, Performance Technologies

CRM Switch was key to our organization in developing the business goals and objectives for our CRM initiative. His expertise as an executive helped our leadership in making decisions with regard to aligning our business processes to the organization. Daryn excels in providing business-driven recommendations with less focus on the technology.

Gustavo Gonzalez

California Chamber of Commerce

Project Manager

CRM Switch did a fantastic job helping my company select a CRM. As you would expect, he had expertise in the various commercial CRM’s and the selection process. But where they stood out was their ability to understand our specific needs, culture, personalities, and processes. I would easily recommend CRM Switch to anyone else looking for help with CRM selection or any other management consulting.

Matt Warner

Gamma Technologies

VP of Operations

“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.”

Jeff Crossley


VP of Technology

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“The CRM Switch team went above and beyond to meet a tight schedule while delivering a quality product to reach a decision.”

Larry Dicke

California Chamber Of Commerce

EVP Finance & CFO

“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 Elliott

St. Joseph Health

System Director Digital Marketing

“CRM Switch’s structured, 7-step evaluation process and market insight helped our team pinpoint our key requirements and make an important technology selection quickly. We greatly appreciate the CRM Switch team’s help over the past months and will continue to look to leverage their assistance in the future. “

Amy Fenwick

NORCAL Insurance Group

Director, Marketing Programs & Brand