Free CRM Strategy Session for Your Business

Get Started Developing Your CRM Strategy

How to determine requirements, develop a CRM Strategy, and evaluate solutions.

CRM Strategy Consultant

Daryn Reif - Lead CRM Strategist 

We’ve Identified 5 Key Components to a Successful CRM Strategy

  • EMPOWERING THE SALES TEAM : What sales processes & automation will move the needle? 
  • DETERMINING HOW CRM FITS IN: How to integrate with ERP, Accounting and Marketing? 
  • GETTING EVERYONE ON-BOARD : How to build internal momentum to ensure adoption? 
  • SELECTING THE BEST-FIT CRM: How to find a cultural fit and future-proof your business?
  • BUILDING A POWERFUL BUSINESS CASE : How to show ROI and get your project funded?

Important: CRM Switch is vendor-neutral. We work for our customers, not for a vendor.

"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 M., GreatAmerica Financial Services