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.
Sound familiar?
Most CRM projects don't fail because of technology – they fail because of poor system selection.
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?
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
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?
Neutral System Comparison
Based on your requirements, we compare relevant systems – honestly and without sales interest.
Strategic Roadmap
You get more than a recommendation – you get a plan: What first, what later, which resources, what timeline, what budget.
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.
Cost-Benefit Analysis
We calculate with you: What does implementation cost? What about ongoing operations? When does the investment pay off? No hidden costs.
Why independent consulting?
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
Discovery Call
35-minute call: We understand your situation, goals, and challenges. You get a first impression and concrete next steps.
Deep-Dive Analysis
Stakeholder interviews, process mapping, requirements gathering. We dive deep into your organization.
System Comparison
We evaluate relevant systems against your criteria. No prejudices, no preferences.
Recommendation & Roadmap
Presentation of results, clear recommendation, implementation plan. You can start immediately.
Investment
Discovery Call
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 $150/hour.
Frequently Asked Questions
It depends on your requirements. We work with all major systems. 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.