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Switch Your CRM, Smartly and Simply

Change that is Rewarding:

  • Is your sales team fully engaged and supported in building customer relationships, 24 x 7 with the CRM you have now?
  • Has your CRM system adapted to your changing business needs?
  • Is your CRM system holding your business back from growing like it can and should?
  • Does your CRM implementation partner understand your business model, sales, marketing and getting the best from a CRM system?


If you answered “no” to any of those questions, you aren’t realizing the true power and value of your CRM. 

Perhaps it’s time to make the switch to a new CRM partner.

And that one word “partner” is what separates us. At Success With CRM Consulting, we build relationships with our clients to deliver long-term growth and profitability. We start by identifying your objectives and pinpointing what is working for you, and where your challenges lie. Then we co-create a tailor-made, flexible solution that enables you to respond, adapt and flourish in an ever-changing marketplace.

From increasing sales and cross-selling to engaging with your customers in a way that is more insightful, relevant and timely – we can help you analyze your customers’ needs and behaviors more deeply with 360-degree insights. With this personalized approach to a CRM solution you can nurture lifelong client relationships, and collaborate more efficiently across your sales, marketing and customer service teams.

A CRM is not an IT initiative, but a tool for transformation.

We can help you:

  • Determine your readiness to change CRMs
  • Identify prior issues and deliver effective solutions
  • Get the right mix of features, delivery and deployment options
  • Make sure your current CRM data is migrated and important historical information is not lost.
  • Maximize your CRM’s value
  • Improve customer relationships throughout the lifecycle
  • Automate to cut costs and deliver superior service
  • Acquire, cultivate and keep your most profitable customers


With Success with CRM Consulting, your business benefits from a fully customized CRM system that captures knowledge effortlessly and enables advanced business insights.Better yet, we keep on top of the latest tools and technologies so you can continually improve, streamline and optimize the way you do business. 

Let's discuss how we can help your organization. Simply fill out the form in the sidebar over there to the right or call us at 269-445-3001.


What some of our clients have to say....

Top qualities: Personable, Expert, High Integrity.  "Dick brings passion to his engagements, is easy to work with and is inventive with ideas as well as being willing to put the work in to get deliverables within required time table." Kurt Kruggel,  Kruggel Lawton & Company

Top Qualities: Personable, Good Value, High Integrity.  "We have found Dick to be very conscientious in his work, and thoroughly knowledgeable about his business. He provides an excellent service and manages to look at things from a different perspective that we have found to be very valuable. He is a consistent and reliable resource we have utilized on many occasions to our benefit. We heartily can recommend him." - Marty Werling, President, Sights & Sounds, Inc.

"I have worked with Dick for a number of years now and have come to admire him as a very professional individual with a great attention to detail. I have had the pleasure of working with Dick at clients that we have in common and have also observed the great work he had on projects separate from ours. Dicks ability to truly understand client needs and business drivers set him apart from other consultants in the field."  Mike Hogan, Hogan Consulting Group

Top qualities: Great Results, Expert, High Integrity.  "... Richard has always been reliable, patient, thorough, and customer oriented." -Drew Hoisington, Cadence Environmental Energy.

Free - 1 hour Insights and Best Practices Consultation

If you’re thinking of switching your CRM software and want to work with a company that values customer relationships, trust and collaboration as much as you do, let’s start a conversation.

You'll receive 14 question survey that will give a Quick Start to our conversation....

Have it Your Way