CRM & Digital Marketing: Strategy, Planning, Vendor Selection

CRM Switch works with businesses in the United States and Canada. Depending on your communication preference and the time of day, please select an option for connecting with us.

OptionDescriptionHow
Call us nowGive us a call during business hours in the Pacific Time Zone. If we can’t pick up, we’ll call you back soon.
Send us an emailEmail is a great after hours option. If you’d like to start a conversation electronically, it’s the tried and true method.
Email Us
Submit a formIf you’d prefer a form to email, fill in this short form.

Schedule a date/timeClick the calendar button and you’ll be able to book a call with us from available half hour time slots.
Follow us on LinkedInIf you’re not quite ready for one-to-one communication, you can catch our posts in your LinkedIn feed. Maybe we’ll connect down the line.
CRM Switch LinkedIn
Connect via TwitterIf Twitter is your social go-to app, here’s another way you can remember us if you want to connect in the future.
CRM Switch Twitter
Snail mail usNot a common option these days, but every once in a while someone mails us something.

1005 Northgate Drive #145

San Rafael, CA 94903


CRM Switch’s goal is for organizations get more long term value out of their CRM or marketing automation system, whatever those systems might be.

We take a “business first” approach to:

  • CRM Planning and Strategy
  • CRM Vendor Selection
  • CRM Turnaround (of an existing system)
  • Inbound Marketing (to feed more leads into CRM)