Vendor-Independent

Independent CRM Consulting

You don't need a recommendation from a salesperson. You need someone who understands your processes and recommends the system that fits you – not the one with the highest commission.

See how it works
Detaillierte Übersicht zu Digitalisierungsstrategie und Datenanalyse.
50+
CRM systems evaluated
15+
Years B2B sales experience
100%
Vendor-independent
$0
Commission from vendors

Sound familiar?

The Wrong System

You bought a CRM that looked perfect on paper. Now you realize: it doesn't fit your processes. Too complex, too rigid, too expensive.

The Sales Rep's Recommendation

The vendor recommended their system. Surprise: they always recommend their system. Whether it fits you was secondary.

The Feature Trap

You chose the system with the most features. Now you use 10% of them – and pay for 100%.

The Scalability Question

Your company is growing. But will your CRM grow with you? Or will you be starting over in two years?

Most CRM projects don't fail because of technology – they fail because of poor system selection.

What if you knew which system fits before you buy?

Vorher Nachher
System Selection Gut feeling or sales rep recommendation Data-driven decision based on your requirements
Costs Hidden costs after purchase Complete cost overview upfront
Flexibility Vendor lock-in, hard to switch System fits you, not the other way around
Time Investment 6-12 months of trial & error Informed decision in 4-6 weeks
Risk Major investment without certainty Minimized risk through neutral analysis

"We recommend the system that fits you – not the one with the highest commission."

What to expect from our CRM consulting

1

Requirements Analysis

We understand your business first: How does your sales team work? What processes need to be mapped? Where are the bottlenecks? What integrations are needed?

→ Documented requirements

2

Neutral System Comparison

Based on your requirements, we compare relevant systems – honestly and without sales interest. HubSpot, Pipedrive, Salesforce, Zoho, Microsoft Dynamics, and more.

→ Objective comparison

3

Strategic Roadmap

You get more than a recommendation – you get a plan: What first, what later, which resources, what timeline, what budget.

4

Cost-Benefit Assessment

We crunch the numbers with you: What does implementation cost? What about ongoing operations? When does the investment pay off? No hidden costs, no surprises.

→ Clear action plan

5

Cost-Benefit Analysis

We calculate with you: What does implementation cost? What about ongoing operations? When does the investment pay off? No hidden costs.

→ Transparent calculation

Why independent consulting?

Vendor Consulting Plan Digital Now
Recommendation Always their own system The best system for you
Commission Up to 30% from vendor $0 – no commissions
System Selection 1 system All relevant systems
Interest Maximize license sales Your long-term success
After Purchase Support often ends Continued guidance available
Switching Possible? Vendor lock-in You stay flexible

We're a HubSpot Partner – but we consult vendor-independently. If another system fits you better, we'll tell you.

What you'll receive

Requirements Documentation

Your processes, requirements, must-haves, and nice-to-haves – structured and prioritized.

System Comparison

3-5 relevant CRM systems in direct comparison, evaluated against your criteria.

Recommendation with Rationale

Clear statement on which system fits best – and why. No wishy-washy consulting.

Cost Overview

License costs, implementation costs, ongoing costs – transparently calculated over 3 years.

Implementation Roadmap

Phases, timeline, milestones, resource requirements – so you know what to expect.

How the consulting works

1

Discovery Call

35-minute call: We understand your situation, goals, and challenges. You get a first impression and concrete next steps.

→ Clarity on starting point

$499 (regularly $990) - fully credited if we work together 2
2

Deep-Dive Analysis

Stakeholder interviews, process mapping, requirements gathering. We dive deep into your organization.

→ Complete requirements

3

System Comparison

We evaluate relevant systems against your criteria. No prejudices, no preferences.

→ Objective comparison

4

Recommendation & Roadmap

Presentation of results, clear recommendation, implementation plan. You can start immediately.

→ Decision-ready

Investment

Discovery Call
$499
35-minute call + written report with concrete recommendations. The perfect starting point to gain clarity.

Credited in full toward a deep-dive analysis or implementation project. Deep-dive analysis from $2,900, hourly consulting $175/hour.

Frequently Asked Questions

It depends on your requirements. We work with all major systems: HubSpot, Pipedrive, Salesforce, Zoho, Microsoft Dynamics, Freshsales, and more. We recommend the system that fits you – not the one with the highest commission.
Yes, we're a HubSpot Partner. But that doesn't mean we only recommend HubSpot. If another system better fits your requirements, we'll tell you honestly. Our partnership gives us deep expertise – not blinders.
The discovery call takes 35 minutes. A complete consulting engagement with deep-dive analysis and system comparison typically takes 4-6 weeks, depending on complexity and stakeholder availability.
The discovery call costs $499 and is credited toward any engagement. A deep-dive analysis with system comparison starts at $2,900. After the discovery call, you'll receive a custom proposal.
Yes, we also offer CRM implementation. Many clients use both: independent consulting for system selection, then implementation from one source.
We primarily work with mid-market companies between 20 and 500 employees. That's our sweet spot – large enough for real CRM requirements, small enough for personal attention.

Ready to make the right CRM decision?

Book your discovery call. In 35 minutes, you'll know where you stand – and what your options are.

No sales pitch 100% vendor-independent Credited toward any project