CRM Switch

Why should we hire a firm to help select a CRM?

We don’t just help you ‘pick a system.’ Our work is CRM planning, strategy, and selection. That means clarifying business goals, mapping processes, gathering user requirements, and ensuring the technology supports how you want to work. Selection is the outcome, but planning and strategy are what make it successful.

How much does your service cost?

Engagements typically start around $15,000 and range up to $25,000 or more, depending on scope. Costs vary based on the number of discovery interviews, the complexity of existing systems, and the depth of analysis required. This investment is small compared to the long-term costs of choosing the wrong CRM or skipping critical requirements.

What deliverables will we receive?

We won’t disappear and return with a report. Instead, we work side by side with your team throughout discovery, demonstrations, and deliberations. Together, we co-create a clear path to the right CRM. Along the way, we’ll help you build: A CRM strategy statement aligned to your business goals Stakeholder and user requirements gathered through interviews and workshops Process maps and user stories that show how CRM should support your teams A customized CRM scorecard and vendor short list Tailored demonstrations, where vendors present your data and processes—not canned demos A solution fitness

How long does the planning and selection process take?

Most projects run for 8 to 12 weeks, depending on their complexity and your team’s availability. We set clear milestones and adapt the pace to fit your organization. Because the work includes strategy and planning, you’ll come out of the process not only with a CRM decision, but with a roadmap for implementation and adoption.

Can you help with implementation too?

We don’t perform hands-on implementation. That’s the vendor or integrator’s role. What we do provide is independent advisory oversight to protect your interests. We help keep deliverables aligned with requirements, flag risks early, support governance, and act as a sounding board for your project leaders. Think of us as your advocate during implementation.

How do I know you won’t steer us toward one vendor?

Our role is to advocate for your business, not a software provider. We are completely vendor-neutral—we don’t accept incentives, commissions, or implementation work tied to specific platforms. Our recommendations come from your strategy, requirements, and goals. That way, you can trust the decision is made in your best interest, not ours.