Navigate the Future of CRM with Strategic AI

CRMPosition: Your independent Swiss advisory for SMEs & specialized units. We design responsible, ROI-driven AI solutions for your CRM, ensuring compliance and real business value.

What We Deliver: Your Path to AI-Powered CRM Success

As your strategic partner, CRMPosition offers a clear, actionable framework to effectively integrate Artificial Intelligence into your CRM. Our process starts with a thorough AI readiness assessment, analyzing your data strategy and organizational preparedness. This forms the foundation for a clear AI vision and strategic roadmap, fully aligned with your business objectives. We focus on delivering practical value and sustainable growth for your business, whether you use Salesforce, Microsoft Dynamics, or other platforms.

Strategic Use Case Identification

We pinpoint and validate high-impact AI applications tailored to your specific CRM challenges, ensuring practical value and alignment with your business objectives from day one.

Discover Applications

Data Readiness & Governance

Our experts assess your CRM data's suitability for AI, focusing on quality, structure, and establishing robust governance to unlock its full potential while mitigating risks.

Evaluate Your Data

Business Value & Impact Modelling

We provide proven frameworks and tools to forecast, model, and clearly articulate the business value and potential ROI of your AI in CRM initiatives, ensuring financial clarity.

Forecast Impact

Actionable Implementation Roadmaps

Collaboratively, we co-create pragmatic, phased implementation plans that integrate AI into your CRM, aligning with your vision, resources, and business priorities.

Build Your Plan

Why Partner with CRMPosition?

Choosing CRMPosition means selecting an advisory firm dedicated to your success. Headquartered in Switzerland and serving a global clientele, we offer distinct advantages in the complex landscape of AI and CRM.

Independent & Objective Advice

Our advice is purely focused on your best interests, free from technology vendor bias, ensuring tailored AI strategies for your CRM.

Swiss Quality, Global Insight

Benefit from Swiss precision and ethical standards, combined with a global perspective to serve your international CRM AI needs.

Pragmatic & ROI-Driven Approach

Our entire advisory philosophy is grounded in pragmatism. We deliver actionable, realistic AI strategies for your CRM, intrinsically designed to yield measurable results and a clear, justifiable return on investment.

Focus on Responsible & Ethical AI

We champion ethical AI, ensuring your CRM solutions are compliant (nLPD, GDPR), fair, transparent, and build customer trust.

Ready to Strategically Implement AI in Your CRM?

Partner with CRMPosition to transform your customer relationships. Let's build a smart, sustainable, and responsible AI roadmap for your CRM success.

Schedule Your Consultation

About CRMPosition

We are your trusted, independent advisors specializing in strategic and responsible AI integration within CRM ecosystems, particularly for SMEs and specialized corporate units operating internationally.

Our Core Values

Professional & Experienced

Deep knowledge in AI, CRM, and integration challenges.

Strategic & Results-Oriented

Focusing on business goals and measurable outcomes.

Trustworthy & Ethical

Emphasizing integrity, transparency, and responsible AI.

Collaborative & Client-Focused

Embracing partnership and understanding unique needs.

Independent & Objective

Unbiased advice focused solely on client's best interests.

Pragmatic & Realistic

Actionable strategies tailored to resource constraints.

Our Market Strategy

A focused, high-value international approach targeting specific needs.

  • Strategic Positioning: Trusted, independent partner for strategic & responsible AI in CRM for SMEs & specialized units (often underserved), operating internationally with a base in Switzerland.
  • Integrated Value Proposition: Unique blend of AI strategy, CRM process/platform knowledge, and focus on responsible AI & multi-jurisdictional compliance (e.g., nLPD, GDPR, UK DPA, PDPA).
  • Strategic Geographic Approach: Leveraging Swiss base for quality/trust to serve international clients via a lean, remote-first model.
  • Independence & Objectivity: Unbiased advice focused solely on client's best interests, unlike tech vendors or implementation-tied consultants.
  • Pragmatism & ROI Justification: Actionable, realistic strategies tailored to client context/resources, focusing on ROI and risk mitigation.

Our Services

Addressing key AI integration challenges. Our service portfolio guides you through integrating AI into your CRM ecosystem effectively and responsibly.

AI Vision and Strategy for CRM

Clarifies strategic direction for AI in CRM, aligning initiatives with business goals via executive workshops and market analysis.

Key Deliverables:
  • "CRM AI Vision" statement
  • Strategic objectives and measurable KPIs
  • High-level business case
  • Executive approval presentation

Addresses the need for clarity on AI ROI and strategic implementation.

Identification & Prioritization of AI Use Cases

Identifies practical AI applications solving specific CRM challenges through structured brainstorming, process analysis, and viability assessment.

Key Deliverable:
  • Prioritized list of actionable AI use cases
  • Detailed descriptions & preliminary ROI estimates

Helps focus on high-value projects and addresses doubts about practical applicability.

AI Readiness Evaluation Service

Evaluates your organization's current state across data, technology, people, and compliance for successful AI integration in CRM. This service provides a deep-dive analysis and a comprehensive report with tailored remediation recommendations.

For a quick preliminary check, you can use our online tool:

Take Quick Online Assessment →

The full service addresses concerns about data quality, skills, change resistance, and compliance in depth.

AI Technology Roadmap for CRM

Translates prioritized use cases into specific technology requirements, evaluating solutions (build/buy, cloud/on-prem), mapping dependencies, and sequencing implementation.

Key Deliverable:
  • Multi-year technology roadmap
  • High-level architectural recommendations
  • Vendor selection criteria & phase dependencies

Helps manage technology integration complexity across regions.

AI-Ready Data Strategy for CRM

Focuses on building the critical data infrastructure for successful, compliant, and ethical international CRM AI, assessing the data landscape, defining requirements, enhancing quality, and establishing governance.

Key Activities:
  • Assess current CRM data landscape (multi-country)
  • Define data requirements for AI use cases
  • Plan for data quality & consistency enhancement
  • Recommend governance framework (aligned with laws & responsible AI)
  • Address master data management needs
  • Outline ethical guidelines for cross-border data flows

Directly addresses concerns about data quality, accessibility, governance, ethics, and privacy.

AI in CRM: ROI and Business Value Analysis

Develops detailed financial models to quantify expected returns from prioritized AI use cases, identifying benefits, costs, and key financial metrics across markets.

Key Deliverables:
  • Detailed ROI analysis report & presentation
  • Transparent financial model (ROI, Payback, NPV, Sensitivity Analysis)

For a preliminary estimation, you can use our online tool:

Take Quick Online ROI Calculator →

Offers robust financial justification for AI investments and addresses requests for ROI clarity.

AI Insights

Explore our analysis of leading AI solutions in the CRM space.

Google AI in CRM

Leveraging Vertex AI, Gemini, and the Engagement Suite.

Read Analysis →

Microsoft AI in CRM

Integrating Copilot, Azure AI, and Dynamics 365 AI.

Read Analysis →

Salesforce AI in CRM

Combining Einstein, Agentforce, and Data Cloud.

Read Analysis →

AI CRM Assessment Tools

Utilize our specialized tools to evaluate your AI readiness and potential return on investment for AI in CRM.

AI Readiness Assessment

Gauge your organization's preparedness for AI in CRM. Identify strengths, pinpoint areas for development, understand your AI maturity level, and receive actionable insights.

Take the Assessment →

AI ROI Calculator

Estimate the potential return on investment (ROI) and financial impact of implementing AI-powered solutions within your CRM. Quantify benefits and make data-driven decisions.

Use the ROI Calculator →

Contact Us

Ready to discuss your AI in CRM strategy? Get in touch with us today.