Additional CRM Services

CRM Switch has nearly twenty-five years of experience in the CRM business. Our clients include Knight Ridder, Mighty Leaf Tea, Morning Star, Washington Mutual, Williams-Sonoma, and dozens of other companies.

Data migration is only one of the services CRM Switch provides. We are a full-service CRM consulting company and offer:

CRM Needs Analysis

Includes documenting your business objectives, assessing your CRM system needs, and an implementation plan.

CRM Implementation

Includes CRM requirements, product recommendations, project plan, and CRM configuration and implementation.

CRM Customization

Includes development of custom data translators and reports, sales calculators, revolving credit and purchase histories, inventory and parts allocation, and other customizations.

CRM Technical Support

Pre- and post-implementation technical support.

CRM Training

For CRM end-users and administrators, tailored to your sales environment; instructor-led online training available.

Data Cleansing

Removal of incomplete, duplicate, and improperly formatted data, as well as standardizing data entry.

Data Integration

Seamless integration of CRM systems with other databases.

Data Mining

Includes evaluation and extraction of data sources for use in customized reports.

Contact CRM Switch about your CRM needs.