Free Session

The Most Successful CRM Projects Start With a Strategy

How to gather CRM requirements, develop a plan and evaluate vendors.

Steve Chipman

Steve Chipman - CRM Practice Lead 

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

  • EMPOWER THE SALES TEAM : What sales processes & automation will move the needle? 
  • DETERMINE HOW CRM FITS IN: How to integrate with ERP, Accounting and Marketing? 
  • GET EVERYONE ON-BOARD : How to build internal momentum to ensure adoption? 
  • SELECT THE BEST-FIT CRM: How to find a cultural fit and future-proof your business?
  • BUILD 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