How to Book & Conduct a Prospect Meeting
June 21, 2022
Make it happen.
Are your legacy systems are holding you back?
We have a unique process for discovering the best-fit CRM for your particular business and company culture. And unlike a lot of other consultants, we don’t receive payment from any of the CRM software companies — meaning our advice is completely vendor-neutral.
Looking for the right CRM?
CRM Consulting Services
Strategy and Selection
Project Management
Change Management
Data
Migration
CRM
Coaching
Even when you understand the underlying problem, the solution may not always be clear. Sometimes the solution lies in using your current CRM system more effectively, other times it requires replacing it altogether. We offer a range of CRM Consulting Services, from strategy and requirements definition to vendor selection and change management. Our advice is completely vendor neutral
How CRM technology can transform your business.
Whether its lead capture or demand generation, improved customer engagement or client retention, when done right CRM technology can be transformative. Listen to Daryn Reif, co-founder and CRM Practice Leader, talk about real world examples.
What our clients say
“CRM Switch’s planning and selection process provided us with the needed internal buy-in for a new CRM system. We used the workshop slide deck and the scorecard to inform and vet prospective implementation firms. The process was absolutely 100% worth it.”
Jake Smith
CIO, Forward Advantage
“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.”