Common CRM and Marketing Technology Problems

All too often, organizations commit to expensive CRM and marketing technologies without proper forethought and planning. The result of a lack of preparation can be long term license subscriptions with little associated benefit.

In other cases, the technology selection process stalls out. This can be very discouraging to people within the organization who recognize a clear need for new technology platforms that will make them personally more efficient and also improve the overall business.


Are you unsure about which CRM and marketing systems would be best for your organization?


Have you had challenges justifying the cost of sales and marketing technologies to management?


Have you had challenges capturing all the key, organization-wide CRM and marketing requirements?


The Solution: A Proven Strategy, Planning and Selection Process

How can you achieve the following types of results?


Faster management buy-in and therefore approval of new system purchases


On time and on budget implementations


High user adoption


Actionable reporting and metrics

Since 2010, CRM Switch has iterated and refined a comprehensive technology planning and selection process that results in selection of the best vendor products in the shortest amount of time.

We have also developed an extensive library of digital assets to facilitate moving quickly through the process.

Our combined backgrounds in management consulting and systems give our customers a blend of field experience that results in valuable input and guidance.

CRM and Marketing Strategy & Selection Customers

CRM Switch does not perform technical implementations of CRM and marketing systems, so we are able to take a vendor agnostic approach. This means that you will not be steered in a specific vendor direction for reasons other than potential fit. The initial steps of our process focus on your business model, your people and your requirements — not on software.


Benefits include:


A vendor neutral, objective approach


Assembling the right set of people and asking the right questions


Getting everyone to agree to the validity and priorities of gathered requirements


Ensuring that vendors demonstrate to your specific needs

The result will be that you’ll commit to the software platforms and related apps that best fit your business. And you won’t commit before you’re ready. You will also have defined a clear path to success.

While we work with you and your team throughout our process, we take on the lion’s share of the tasks so you can focus on running your business.


Need help with your CRM and marketing technology planning?

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Common Questions


What do your services cost?

The cost of our services depends upon a number of factors, including the number of interviewees, the number of systems, and the number vendors that will be considered.

Our services cost a fraction of what is ultimately spent on user licenses and implementation services. Our engagements are generally weeks and not months. We can get you a quote soon after a discovery call.

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

So far, we’ve found that our approach works consistently across many different types of businesses in many different industries.

Of course, we need to spend some time learning about your business. But we are always able to stay true to a proven process.

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 and recommendations. That’s another thing that sets us apart.

We’re often asked for recommendations for solid implementation companies, which we can provide. However, it’s completely up to you which implementors that you invite to participate.


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

It’s best if we come on site for the initial set of interviews and for the workshop.

However, most of our services can be delivered remotely using tools such as 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 internal project management services.

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?

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 discussions 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?


CRM and Marketing Technology Strategy and Selection

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