Find The Best-Fit CRM

An impartial consulting approach to matching the right CRM technology with your business requirements.


Improve CRM Adoption

Get to the root of the adoption problem. Develop an actionable plan to deliver the CRM results you’ve been promised.


Increase Lead Flow

Ratchet up your inbound marketing
to build awareness and generate sales leads.

Select the Right CRM

Let’s begin with translating your business objectives into measurable CRM requirements.

We’ll engage with your user community to understand their needs
(and concerns) and paint a clear picture of what the best-fit CRM looks like.

Turn around Your Existing CRM System

So you have CRM (and a big bill)… but the system is not meeting expectations. You are not alone.

From increased revenue and accountability to improved service and
reporting we’ve helped clients realize true value from their CRM investment.

Build a Sales Funnel

It’s essential to develop a digital marketing strategy before committing to a slew
of expensive software tools.

Together with your Marketing team, we’ll develop a Digital Marketing Campaign
Playbook, select the right technology tools and help you launch your first campaign.

Organizations That Have Improved CRM Value

“With CRM Switch’s 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

“CRM Switch skillfully managed the CRM evaluation process and help us pick a solution that best fits our company. I would not hesitate to invest in CRM Switch’s services again for a similar process, as the results were outstanding. ”

Dave Lawson, 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.”

Jennifer Elliott, St. Joseph Health

“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, Forward Advantage