Get an honest read on your CRM: switch, or fix what you have.
CRM Coach helps revenue teams determine whether their platform needs to change or their processes do — then delivers structured, expert guidance for whichever path makes sense.
Program outcomes across engagements
Results our engagements deliver
87%
CRM adoption rate after engagement
60%
Reduction in manual data work
95%
Data accuracy improvement
3×
Team productivity improvement
Across 20+ engagements, 2022–2025
Take the Revenue Assessment
Answer structured questions about your current CRM setup, process gaps, team habits, and priorities. Takes about 10–15 minutes.
Get your recommendation
Receive a scored report that tells you whether to switch platforms or improve the one you have — and exactly which signals drove that conclusion.
Execute the right program
Switching? Fast-Track delivers the migration. Improving? CRM Mastery delivers the optimization. Both come with expert guidance and clear milestones.
We don't recommend until we diagnose
The Revenue Assessment surfaces your actual operating gaps before we say anything about what to do. No generic playbooks, no pressure toward a sale.
Vendor Neutral
Our recommendations are based on fit, not which vendor pays the highest referral margin or partnership tier.
Implementation that actually sticks
Adoption quality, data reliability, and repeatable workflows matter more to us than go-live speed. We track both and report on both.
Mike from CRM Coach transformed our sales process in just weeks. His expertise saved us months of trial and error.
CRM Coach is an independent consulting practice founded by Mike Eads, a HubSpot Solutions Architect based in St. George, Utah. Mike has worked with dozens of sales teams to select, implement, and optimize their CRM — with deep expertise in HubSpot, Zoho CRM, Pipedrive, and Salesforce migrations.
What does CRM Coach do?
CRM Coach is an independent consulting practice that helps small and mid-sized sales teams decide whether to switch CRM platforms or fix the one they have — then executes with structured, expert guidance. Services include the Fast-Track migration program, CRM Mastery ongoing optimization, and the Revenue Assessment diagnostic tool.
How do I know if I should switch my CRM or just fix it?
Take the Revenue Assessment. It asks structured questions about your current setup, process gaps, and team habits, then scores your situation and tells you which path makes sense. If your platform is the wrong fit, it will say so. If your processes and adoption are the real problem, it will say that instead.
Is CRM Coach vendor-neutral?
Yes. CRM Coach has no vendor partnerships, referral agreements, or commission arrangements with any CRM platform. Recommendations are based on your business requirements, team size, and operating context — not financial incentives from software vendors.
Who does CRM Coach typically work with?
Primarily small and mid-sized businesses with sales teams of 5–50 people. Common situations include companies outgrowing their current CRM, teams struggling with adoption or data quality on an existing platform, and organizations evaluating HubSpot, Zoho CRM, Salesforce, or Pipedrive as their next system.
Where is CRM Coach located?
CRM Coach is based in St. George, Utah. Mike Eads works with clients across the United States, primarily remotely. In-person engagements are available for Southern Utah and the Las Vegas metro area.