Find & Hire World-Class Experts

CRM Selection Consultant

In the ever-evolving world of business, it’s not enough to merely keep up with the pace; successful companies are those who are able to adapt, innovate and transform. This is where Chameleon Collective comes in, specifically through our CRM Selection Consultancy service.

CRM, or Customer Relationship Management, is a crucial aspect of any organization, but the process of selecting the right CRM system can be daunting and fraught with challenges. Chameleon Collective is here to challenge and transform how businesses win and retain customers. We provide practical solutions to complex problems, and our CRM Selection Consultancy service is uniquely designed to guide businesses through the process of selecting the most effective CRM system for their specific needs.

Our CRM Selection Consultants are industry-leading professionals with a proven track record of excellence. They are experts in their field, with extensive experience in top agencies, consultancies, and Fortune 500 companies. Our consultants are independent thinkers who are able to collaborate and solve problems without the need for constant oversight. We believe in the power of transformation, and our consultants work tirelessly to convert challenges into sustainable solutions. Our approach is not about simply implementing a new system, but about empowering your team to manage the solution independently. We celebrate when our clients no longer need us – a testament to their success and our impactful interventions.

Our CRM Selection Consultants work closely with our clients, seamlessly integrating into their organizations and driving change from within. They are supported by a wider team of experts in various fields, all of whom share the same commitment to transformation. Our consultants work alongside leaders in branding, marketing, customer experience, commerce, and sales, each bringing their unique expertise to the table. This collaborative approach ensures that our clients receive comprehensive, tailored solutions that address all aspects of their business.

At Chameleon Collective, our CRM Selection Consultancy service is part of a broader suite of services designed to drive meaningful change and achieve lasting success. Our ‘Lead, Deliver, Recruit’ model ensures that we can provide top-down leadership, implement change with subject matter experts, and help recruit the right internal talent to sustain the transformation.

Chameleon Collective is not just another consultancy. We are a collective of high-achieving independent thinkers, driven by a shared mission to transform business. Our CRM Selection Consultancy service is the embodiment of this mission, providing practical solutions for businesses looking to optimize their customer relationship management. We challenge conventions, break the rules, and drive change from within. We are bold, creative, and transformative. We are Chameleon Collective.

Experts from
the Collective

Valerie Paliwal Milovic

Valerie Paliwal Milovic

Interim Sales Leader

Tasha Blackman

Tasha Blackman

Interim Marketing Leader

Jonathan Nail

Jonathan Nail

Partner & Interim Leader, CRM

Daniel Pahl

Daniel Pahl

VP Growth Marketing - Fashion

Chris Baccus

Chris Baccus


Anete Nelsone

Anete Nelsone

Email Marketing Expert

Through these services, we stand ready to boost your marketing capabilities, foster transformation, and set the stage for success.


Connecting on a deeper level with your audience.

Case Study: Neiman Marcus – VP Customer Activation

Marketing Strategy and Support

Seemless System Integration

Interim E-commerce Leadership


What is a CRM Selection Consultant?

A CRM Selection Consultant is a professional who specializes in helping businesses choose the right Customer Relationship Management (CRM) software for their specific needs. They have extensive knowledge and experience in evaluating different CRM solutions, understanding business requirements, and recommending the most suitable option.

Why should I hire a CRM Selection Consultant?

Hiring a CRM Selection Consultant can save you time, money, and frustration. They have in-depth knowledge of the CRM market and can navigate through the various options available. By understanding your business requirements, they can identify the CRM software that aligns with your goals and objectives, ensuring a successful implementation and improved efficiency.

What does the CRM Selection process involve?

The CRM Selection process typically involves several steps. The consultant will start by understanding your business needs, goals, and processes. They will then research and evaluate different CRM software options, considering factors such as features, scalability, integration capabilities, and cost. Based on their analysis, they will present you with a shortlist of recommended CRM solutions, along with their findings and rationale.

How long does the CRM Selection process take?

The duration of the CRM Selection process can vary depending on the complexity of your business requirements and the number of CRM software options to evaluate. On average, it can take anywhere from a few weeks to a couple of months. The consultant will work closely with your team to ensure a thorough evaluation and a well-informed decision.

What criteria should I consider when selecting a CRM?

When selecting a CRM, it’s important to consider various criteria, including:
  • Features and functionality
  • Scalability and flexibility
  • User-friendliness and ease of adoption
  • Integration capabilities with other systems
  • Customization options
  • Data security and privacy
  • Vendor reputation and support
  • Cost of implementation and ongoing maintenance

How much does CRM Selection consulting cost?

The cost of CRM Selection consulting can vary depending on the scope and complexity of your project, as well as the consultant’s experience and expertise. It’s best to discuss your specific requirements with the consultant to get an accurate estimate of the cost involved. Keep in mind that investing in the right CRM solution can yield significant returns in terms of improved productivity and customer satisfaction.

Can a CRM Selection Consultant help with CRM implementation?

While a CRM Selection Consultant’s primary focus is on helping you choose the right CRM software, many consultants also offer implementation services. They can assist with the planning, configuration, and deployment of the chosen CRM solution, ensuring a smooth transition and optimal utilization of the software.

Set up a meeting

Let’s talk about how we can transform your business together.

Our Approach

Our Practices