CRM Selection Consultant


Find the best CRM system in the least time, cost and risk

What We Can Achieve Together

Make the Right Decision

Choosing the right Customer Relationship Management system is a long-term strategic decision.

Our proven CRM evaluation framework leads to objectively identifying the best CRM system for your company in the least time, cost and risk.

Accelerate the Implementation

Prioritizing company objectives, architecting business outcomes, mapping process automation and designing information reporting during the selection process jump starts the implementation, confirms a clear path and creates a 20-30% time savings.

Maximize Your CRM ROI

The average CRM ROI is 211%. However, the payback grows by 3 times for companies that achieve high user adoption and process automation.

Structuring these success factors during the selection phase ensures they can be maximized in the implementation phase.

A Better Way

We know from three decades of CRM consulting that CRM software is the #1 tool to grow customer relationships and company revenues. However, any technology implemented in a vacuum under-delivers business benefits and disappoints users.

That's why our selection projects do more than just compare vendors. We use this effort to surface the most important and highest impact user, customer and company outcomes and then identify the CRM technology that will best accomplish them.

No company will achieve transformation with a technology lift and shift – which merely puts old processes on new technology. Installing CRM software by itself isn't going to improve business results any more than putting a new engine in your car will make you a better driver.

But when the new system is viewed as an opportunity to improve ways of working, streamline processes and convert raw data into actionable information, the company applies this powerful tool to deliver even more powerful financial results.

Technology is cool, but business outcomes rule.

What Sets Us Apart

Our consulting staffing model upends the industry norm. Our consultants have personally led many CRM evaluation, implementation and optimization projects. The average tenure is 24 years of full-time CRM experience.

So, instead of the norm which is a part-time veteran consultant supported by junior staff, our entire team consists of seasoned professionals.

We are experts with multiple CRM systems. 

Each of our staff are experienced and certified in different CRM applications so we bring in specialized skills and knowledge when vetting each CRM application.

Our consulting services are built on data-driven, asset-powered frameworks that apply templates and prescriptive Best Practices to achieve predictable results.

Pre-built assets and accelerators reduce time and risk and lead to proven results.

Our tools help clients think big, start small, and grow fast—and use the results from the CRM selection to accelerate the CRM implementation. 

CRM software only becomes successful when the benefits exceed the effort. That is when users get more out of the system than the effort it takes to enter data into the system. CRM becomes sustainable when it increases staff efficiency, effectiveness and empowerment goals.

So, we start by making the user our North Star. We identify user pain points and ways to use CRM to improve their lives. We find their WIIFMS (what’s in it for me).

And then we apply a combination of Design Thinking and user-centered design to create personalized, relevant and productive User Experiences (UX). These efforts are proven to improve user adoption, increase CRM software utilization and accelerate CRM ROI.

How To Get Started

CRM Design Thinking Workshop

Art of the Possible Workshop

This one-day workshop will surface a prioritized list of the most important and highest impact user, customer, and company outcomes.

These capabilities become the measurable success factors to objectively score competing CRM solutions. This method also allows you to forecast the CRM technology impact to your top-line revenue and bottom-line financial results.

See the Workshop Agenda.

Helping Clients Maximize CRM Success is Our Business

We help our clients apply CRM best practices and benchmarks to grow user adoption, use more of the application and increase their investment ROI. These benefits then drive downstream business outcomes such as increasing customer acquisitions, customer lifetime value and customer retention.

Our prescriptive methods, best practices and technology accelerators bring proven techniques to achieve repeatable outcomes. Our purpose-built analytics bring visibility and predictability to progress and forecasted results.

And to de-risk our programs, we round out our services with program management, organizational change management and governance programs.

Flexible Services

Our services are flexible to accommodate different levels of engagement.


Guide Me

An Advisor Approach
  • Maximum flexibility
  • Minimum business interruption

Do It With Me

A Co-creation Approach
  • Maximum collaboration among teams
  • Maximum learning and knowledge transfer

Do It For Me

A Turnkey Approach
  • Fastest time to value
  • Highest performance results

We welcome an introductory call with a CRM selection consultant to discuss the options that best achieve your goals.