Revenue growth
Productivity gain
Profit growth
70% of all CRM projects fail. There are three reasons for this. (1) CRM is meant to be used mainly for controlling employees and for small everyday automations. (2) A missing customer-relationship-management concept, and therefore too strong a focus on IT instead of profit growth. (3) Choosing a CRM implementation rather than CRM consulting.
As an independent CRM consultancy, we offer a unique approach combining CRM concept, data management and technology, so that you can increase the value of your customers and not just own a better data tool.
Whatever stage of maturity your CRM is at, our systematic approach helps you identify the CRM potential and shows you how to unlock it.
Are you planning to introduce a CRM, or already thinking about expanding or replacing an existing system? Then you're in exactly the right place.
We develop a clear CRM strategy aligned to your business goals. Together we define goals and KPIs, analyse the customer journey, and create a sustainable roadmap as the strategic foundation for your CRM.
We support you in selecting the right CRM system. Through a structured requirements analysis, an assessment of functionality and usability, and a sound cost-benefit analysis, we ensure the solution fits your company optimally.
We support you with the technical integration and individual configuration of your CRM system. From data migration and customising to training, we ensure a smooth roll-out and sustainable use.
We optimise and automate your sales, marketing and service processes. With data-driven approaches and AI-supported solutions, we increase the efficiency, transparency and quality of your customer interactions.
Quality
Efficiency
Understandable approach
Forward-looking analysis
Innovation
Communication
Over 300 software applications compete for companies' favour. Classic CRM systems are merging with marketing-automation and service-desk systems. This technological development has to be anticipated. We keep track of it for you. In doing so, we develop a concept for increasing profit and growth through better customer care. If you wish, we then implement the application that's optimal for you.
Your growth and your profit are at the forefront of our thinking. That's only possible through better cross-selling, more efficient service and customer-centric pricing.
Break free from the standard applications! We've developed an approach that makes CRM a success in your company. Promised!
Analysing your starting situation
Based on our DTC consulting approach, your existing customer-relationship-management concept is analysed in a first step. Through conversations and workshops, an overall overview is created of the intended customer-relationship management, the objectives, the users' competencies, the technical infrastructure and the existing budget.
Customer-relationship concept
Based on the jointly developed overall overview, customer-relationship management is adapted. Growth goals are defined for improving customer acquisition and increasing customer value. Efficiency goals are also determined, based on the possibilities for automating processes. The current AI support options are likewise critically examined for their added value. Finally, a roadmap for implementation is created.
Selecting CRM software
The overall overview and the customer-relationship concept serve as the basis for selecting the optimal CRM software. Here, a marketing-automation software, or the use of two different systems, may be optimal for you. Whatever it is, our team connects your applications with one another, giving you an individual solution approach.
Implementation
As part of the implementation, we secure the technical integration for you. A central element is the optimal configuration, especially regarding the customer data fields. It's also important to establish the most powerful automation possible. We also take care of training your employees. Our extensive experience in sales, Sales Excellence and training supports your employees' successful use of the chosen applications.
CustomersX is a Swiss B2B management consultancy specialising in CRM, pricing and sales. We work with mid-sized companies that want to grow profitably — with clear focus, real data and measurable results. No standard framework. No theory. Only what actually works in your company.
We identify where you're losing revenue — and build the commercial infrastructure to win it back. Whether it's CRM logic, pricing architecture or sales performance, we work directly with your data and processes. The result is growth that is measurable and repeatable.
Choosing a CRM system depends on your processes, goals, integrations, budget requirements and automation needs. We analyse your starting situation independently of software vendors and recommend the solution that offers the greatest added value for your company.
Yes. We support companies from strategy through software selection to technical implementation, data migration, configuration and employee training. This ensures the CRM system is introduced successfully and used over the long term.
The cost of CRM consulting depends on the project scope, company size, number of users, integrations and the desired level of automation. After analysing the starting situation, an individual proposal can be drawn up, tailored to your goals and requirements.
