Our impact promise
Revenue growth
Increase in cross-selling
Profit growth
Sales is changing. As a leading sales consultancy in Switzerland, we help you master this change process successfully. With our unique Sales Excellence approach, we specifically analyse your strengths and weaknesses and jointly identify untapped potential.
Use a customer-value model to better assess future opportunities. Analyse cross-selling potential continuously and deploy an innovation radar to bring new offerings to market successfully. Implement our Customer-Job sales approach for more systematics and automation. Enable your employees — our courses and training sessions inspire participants.
New digital competencies and professional data management are decisive. We support you in building these capabilities and in preparing your sales optimally for the changes ahead — systematically, customer-centric, and with the goal of increasing your profit sustainably.
Whatever stage of maturity your sales is at, our systematic approach helps you identify the potential and shows you how to unlock it.
Are you planning to increase the efficiency of your sales system, or thinking about a complete transformation of it? Then you're in exactly the right place.
We develop a clear and effective sales strategy aligned to your target markets and growth goals. Together we define target systems, design multi- and omnichannel approaches, and integrate e- and social-commerce structures for future-proof market development.
We optimise your sales organisation holistically. Based on our Customer-Job sales approach, customer-centric processes, targeted sales enablement and professional key-account management, we increase efficiency, transparency and closing strength.
We strengthen your negotiating position sustainably. With clear conversation management, consistent value selling, structured conflict management and practical training, we increase your assertiveness and profitability in customer contact.
We digitalise and automate your sales processes. From structured data acquisition and CRM integration to shop and platform connections as well as sales and marketing automation, we create scalable and efficient structures.
Sales strategy
Sales management
Negotiation management
Transformation
Sales Excellence is a term and a management model that is increasingly establishing itself in sales. Companies have recognised that, alongside sales leadership, they need a specialist function that systematically takes care of the further development of sales.
The rising complexity and demands can be met less and less successfully from sales leadership alone. Sales Excellence supports the systematic analysis and the prioritisation in the transformation.
We have developed our own Sales Excellence Model with connected success factors that is unique and is used in all our consulting projects and training sessions.
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.
