CRM Switch Client Testimonials

“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

Director of Information Technology, Labconco

“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

Vice President, GreatAmerica Financial Services

“CRM Switch did a fantastic job helping my company select a CRM. As you would expect, they 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

Manager of Operations, Gamma Technologies

“CRM Switch’s planning and selection process provided us with the needed internal buy-in for a new CRM system. We regularly reference the custom scorecard as a catalog of our key requirements. 

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

“Simpson Strong-Tie engaged CRM Switch to do a thorough analysis of our CRM needs and to help us pick a solution that best fits our company. 

They skillfully managed the evaluation process and did an outstanding job. I would not hesitate to invest in their services again for a similar process, as the results were outstanding and we uncovered some very valuable information that would have not been revealed had we done the project on our own.”

Dave Lawson

National Sales Manager, Simpson Strong-Tie

“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

System Director, Digital Marketing, St. Joseph Health

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

Larry Dicke

EVP Finance & CFO

California Chamber Of Commerce