Which one of these best describes your
CRM and marketing technology decision-making process?


Rush To Judgement

Many companies hurry their software decisions, committing to expensive CRM and Marketing Automation technologies without the proper planning and preparation. It’s rare that someone takes the time to ask all the right questions (of all the key stakeholders) to narrow down the all the best choices. The result is often an ill-fitting solution with a long-term license, a lack of group buy-in, and incomplete implementation.


Analysis Paralysis

In other cases, the technology selection process simply stalls out before a final decision can be made. This can be discouraging to those who recognize a clear need for new platforms that will enhance efficiency and improve the business overall.


Information Overload

Of course, there are also those who, when presented with a myriad of options, simply pick a platform that “looks” right and hope for the best.  Without a thorough assessment of the features and benefits of each potential vendor, carefully aligned with the wants and needs of those the software will actually touch, it’s impossible to know whether you’re making the right choice.


If you’ve ever thought to yourself, “there’s got to be a better way,” you’re right. There is. CRM Switch will aid you in developing a CRM strategy, identifying the best solution for you company and getting everyone on board

I'm interested...tell me more

To learn exactly how we can help, discuss next steps, and get a customized quote, call us TODAY at (800) 799-4539 or click the button below to get started:

About Us

Since 2010, the CRM Switch team has developed, refined, and put into practice a comprehensive technology planning and selection process that results in finding and rolling out the very best solutions in the shortest amount of time.

Owners Steve Chipman and Daryn Reif came together to form CRM Switch after years of deep, real-world experience with business system strategy, selection, and implementation. Skilled and gifted leaders, both men have held management positions in sales, marketing, operations, technology and executive roles.


Daryn and Steve saw a unique opportunity for a boutique consulting firm of management advisors and resources to focus on an underserved area: helping companies better leverage technology to sell more of their products/services to more customers more often.


Thus, along with their hand-picked team of associates, they have made a name for themselves delivering value to start-up vendors on up to multinational corporates by providing their unique unique blend of technology strategy, business analysis, sales process design, training and instruction, process improvement and digital marketing support.

It is by way of these experiences that they created a time-tested framework, which includes an extensive library of use cases, workflow templates, and scorecards to facilitate moving quickly through a customized selection process (versus painstakingly building everything from scratch). Through this process, it becomes easy to communicate the details to stakeholders and vendors in a comprehensive, easily digestible format that makes sense to everyone involved.


Steve Chipman


Daryn Reif

About You

There’s no one “right” solution, there’s also not one “right” place to start. No matter who you are--or where you’re coming from--CRM Switch can help.


You’re looking to transition from a legacy contact manager, but need to keep a close eye on costs and also present a solid business case to management.


You’re so busy with the day-to-day that evaluating the CRMs out there--and understanding the differences between them--seems overwhelming and assistance is needed.


You work with ERP (Enterprise Resource Planning) software on a daily basis, but choosing a CRM is an entirely new process for you.


You recognize the need for a more robust CRM system, but could use some outside assistance and advice when it comes to researching solutions.

Project Manager

When it comes to implementation, you’ve got it covered, but you could use some skilled guidance when it comes to technology selection.


You’re ready to move forward with digital marketing tools, but not quite sure what’s available or how to define your requirements, prioritize them, and evaluate those needs against the varied choices available.


You have a clear idea of how the organization needs to improve and what opportunities exist to get there. Now, it’s time to put the right technology decisions in place and keep the business growing.


Yes! This sounds like me. I need to get started!

Great. We are pleased to offer a complimentary consultation and a step-by-step game plan for propelling your CRM and/or Marketing Automation initiative forward.

Don’t just take our word for it!

CRM Switch is proud to have dozens of completely satisfied customers.

“Our company is very decentralized and that makes decision making a challenge sometimes, but Daryn was persistent and able to get over 50 employees feedback for this project in a very short timeframe. The results were outstanding and he was able get some very valuable information that we would have not uncovered had we done the project on our own.” 

~ Dave Lawson, Simpson Strong-Tie

“We needed a vendor-neutral consulting company to help us with planning and product selection. CRM Switch proved to be an excellent partner. We ended up with the right combination of platforms to drive our business forward.

~ Jennifer Elliott, System Director, Digital Marketing, St. Joseph Health

“CRM Switch was instrumental in helping us clearly identify and prioritize our requirements. Our users and executive team are very happy with the end result.”

~ Wil Meggers, Vice President, GreatAmerica Financial Services

“CRM Switch’s structured, seven-step evaluation process and market insight helped our team pinpoint our key requirements and make an important technology selection quickly."

~ Director of Marketing; National Insurance Company

"We received a comprehensive catalog of our business requirements and uncovered a few potential gotchas in advance of making a major CRM purchase. Thanks to CRM Switch we selected a great CRM solution for our business."

~ VP, Sales Operations; Content Licensing Company

How We Do It


With insight gained from representative end-users and stakeholders through discovery interviews, we start out by painting a complete picture of your organization’s business requirements.


Next, through an interactive workshop format, we sort out any competing priorities and build a consensus amongst all of your departments as to the best solution, based on price, value, and scope.


Then, with our industry-specific knowledge base at hand, we offer you unique insight into the strengths and weaknesses of each of the leading CRM products and/or Marketing Automation Solutions on the market.


We look at how your requirements match up with the specific offerings of each product in the marketplace utilizing customized scorecards and use-cases.


We spearhead the evaluation process, driving it forward quickly, keeping in mind that we’re on YOUR side, not the vendor’s.


We help you identify a solution that the organization will actually use.


Finally, we can help you clearly articulate the business case for making the technology investment by preparing a compelling findings and recommendations report.


After a decision has been made, if you feel you could use further assistance managing your implementation, we can provide resources to help.

Do you have questions?

We have answers! No matter what stage of the process you're at, we're here to help. To speak to a live representative, on weekdays between 9:00 a.m. and 5:00 p.m. PST, please call (800) 799-4539.

Got Questions?

What do your services cost?

You’ll find our rates to be more reasonable than expected and well worth the price. Our engagements typically last weeks (not months) and cost a fraction of what will ultimately be spent on user licenses and implementation. The total of our services depends upon a few factors, including the number of interviewees and the current systems which may feed (or be fed) by a CRM. We would be happy to provide you with a quote soon after the first discovery call.

We have a unique business model. Will your approach work?

We’ve found that our approach works consistently across many different types of businesses in many different industries. Of course, we’ll need to spend time learning about your individual needs, but we are always able to stay true to our proven processes.

We’ve talked to other companies that offer your type of service, but they also represent certain product vendors. Do you?

No. We do not represent any vendors as that would bias our approach or recommendations. That’s the main thing that sets us apart from the rest. We will work with you to develop a targeted short-list, but it’s ultimately up to you which vendors you choose to participate in the process.

Are your services on-site, or do you work remotely?

It’s best if we visit on-site for the initial set of interviews and the workshop; however, most of our services can be delivered remotely using conferencing tools, like GoToMeeting.

Can you help project manage our implementation?

Once our customers get to know us and we get to know their business, they’ll often ask if we can provide project management services for their implementation.  Fortunately, the answer is “yes.”  We can provide a team member who can act as your internal CRM project manager.

We are leaning heavily toward a specific vendor. Will your services still provide value?

Absolutely! Even if a certain vendor is a foregone conclusion, our process will prepare you for the greatest level of success with that vendor. Part of our offering includes discovery and analysis are normally done after the subscription clock is already running. For tasks that are going to need to be done anyway, why not do them before committing to a license purchase?


If you have any questions about the services we provide, or would like to schedule a free discovery session via web meeting, please call today at (800) 799-4539.

CRM Switch is located at 101 Lucas Valley Road in San Rafael, CA 94903.

Ready to make a move?

Join us!

CRM Switch is a boutique consulting firm, specializing in helping companies leverage CRM and Marketing Automation technology to drive their businesses upward. CRM Switch seeks to connect with brightest and most passionate consultants in the CRM and Digital Marketing industry.  We share knowledge freely and often to ensure the success of our projects and the enrichment of our peers. 

Our agenda is simple: delight our customers, make some money, and have fun doing it.