Platform fit
Switch signal
The CRM no longer matches your sales motion, data model, or reporting needs.
Fix signal
The platform can work, but configuration and workflow discipline are weak.
CRM Advisory
Should you switch CRMs, or fix the one you have?
CRM Coach diagnoses the real constraint in your revenue system, then routes you to the right next step: Revenue Assessment, Fast-Track, or CRM Mastery.
Switch platforms
or
Fix current CRM
Advisory path
Start with diagnosis. Execute only after the direction is clear.
Evidence before advice
A practical diagnostic, grounded in operating signals
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
Diagnosis
The decision is not CRM vs. no CRM. It is platform problem vs. operating problem.
CRM Coach looks for the signals that separate a legitimate platform mismatch from a fixable adoption, workflow, or reporting issue.
Team behavior
Switch signal
Reps avoid the CRM because the system adds friction to the way they sell.
Fix signal
Reps would use the CRM if fields, stages, automation, and dashboards were cleaned up.
Leadership visibility
Switch signal
You cannot get the pipeline view you need without major platform compromise.
Fix signal
The data exists, but reports are inconsistent because process and adoption are inconsistent.
Two situations. One advisory framework.
Most CRM problems fall into one of two categories. The Revenue Assessment tells you which one you're in.
Switch CRMs
Switch CRMs
Your platform no longer fits how you sell, support, or report. Fast-Track scopes the migration, surfaces the risk, and delivers the implementation.
Improve current CRM
Improve current CRM
Your platform is viable but adoption, process quality, or reporting confidence needs work. CRM Mastery gets the current system working.
Credibility
Independent advice, tied to a real execution path
The point is not to sell a CRM migration by default. The point is to make the right call before your team spends budget, time, or political capital.
Vendor-neutral by design
CRM Coach has no CRM referral commissions or platform incentives. The recommendation is based on fit, not partner economics.
Recommendation before implementation
The Revenue Assessment comes first so the project starts with evidence: switch, improve, or clarify scope before spending implementation budget.
Built around execution paths
Fast-Track is for switching CRMs. CRM Mastery is for improving the current one. The diagnostic exists to route teams cleanly.
Why CRM Coach
The operating standard
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.
Process
One assessment. One recommendation. One execution plan.
The Revenue Assessment is the front door for both paths. It tells you what you need and routes you to the right program.
01
Take the Revenue Assessment
Answer structured questions about your current CRM setup, process gaps, team habits, and priorities. Takes about 10–15 minutes.
02
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.
03
Execute the right program
Switching? Fast-Track delivers the migration. Improving? CRM Mastery delivers the optimization. Both come with expert guidance and clear milestones.
Common questions
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. The three front doors are the Revenue Assessment diagnostic, Fast-Track for CRM migration, and CRM Mastery for ongoing optimization.
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.
Next step
Not sure where to start?
Take the Revenue Assessment to get a scored recommendation, or talk to a CRM expert if you'd rather discuss your situation directly.