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Cyrrus Consulting Services
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Solution Selection — Software Selection

Independent CRM consulting: a CRM your team will actually adopt

A CRM shouldn't force your sales team to change how they sell. It should help them sell better. We help organizations define, evaluate, and select the CRM that best fits their sales process.

Independent CRM consulting: a CRM your team will actually adopt
Independent CRM consulting

What does independent CRM consulting do?

It helps a company choose the CRM that fits its real sales process before buying licenses or hiring an implementation. At Cyrrus we start from your sales process, not from a vendor's catalog: we take no commission from any vendor, and the evaluation may well conclude that the cheapest platform on the market is right for you, or that the one you already own just needs reconfiguring.

Selection

Maps the sales process, builds the shortlist, runs guided functional demos, and compares vendors on process fit, ease of use, ERP integration, total cost per user, and vendor sustainability.

Adoption

The adoption criterion is evaluated from day one with your sales team, not at the end of the process.

Timeline and implementation

As a reference, the Identify phase of the CIRA Method usually takes 6 to 12 weeks. During implementation we can act as an external PMO, with change management supporting adoption.

01 — Pain

When the customer relationship is fragmented

  1. 01

    Scattered information

    Customer data lives in emails, spreadsheets, and each salesperson's memory.

  2. 02

    Leads that fall through

    Sales opportunities lost because no one followed up in time.

  3. 03

    Manual follow-up

    Every salesperson manages their pipeline their own way, with no standard process.

  4. 04

    Poor pipeline visibility

    Sales leadership doesn't know in real time how the month is closing.

  5. 05

    Different tools per team

    Sales, marketing, and service work in systems that don't talk to each other.

  6. 06

    Information tied to people

    When a salesperson leaves, the history of their customer relationships leaves with them.

Low sales traceability doesn't just cost deals — it makes it impossible to measure what's actually working.

02 — The problem

The challenge isn't finding a CRM. It's finding one your organization will actually adopt.

A CRM can have hundreds of features — but if the sales team doesn't use it, the investment fails.

Fit with the real sales process matters more than the feature list.

03 — Our approach

We design the selection around your sales process

Sales strategySales processCustomer dataAutomationTechnologyRecommended CRM
04 — Evaluation

We evaluate the CRM from six perspectives

01Functional

Does it cover lead management, opportunities, pipeline, and customer service?

02Technical

Does it integrate with marketing, telephony, and existing sales systems?

03Economic

What's the cost per user and the total cost as the sales team scales?

04Strategic

Does it support omnichannel, analytics, and AI to keep up with sales growth?

05Vendor

How solid is the vendor's support and partner ecosystem?

06Adoption

Does it fit the way your team actually sells, or does it impose a new one?

05 — Result

The right CRM for your sales model

  • Sales process map
  • Evaluation matrix
  • Vendor shortlist
  • Guided functional demo
  • TCO per user
  • Adoption analysis
  • Recommendation
  • Implementation roadmap

The result isn't "this CRM is the best." It's "this CRM best answers our requirements and objectives, and here's why."

"We don't recommend technology off a catalog. Our job isn't to sell a particular platform. We evaluate the available alternatives and build a recommendation based on each organization's needs, priorities, and context. 100% technology-agnostic."
On the other side of the gap

This is what it looks like when the decision does reach execution.

"Thanks to Cyrrus's support we were able to dream it and do it, and we're ready for the next dream."

92 requirements · ERP and CRM live in 8 months

CIO
3 Castillos
Read the case →
"We decided to work with Cyrrus because it offered us a path to world-class best practices." Today they have a platform that lets them see information live and better understand what's happening with their customers.

From Excel sheets to live customer data

Sebastián Hoyos
CFO · 3 Castillos
Read the case →
"It's not just an ERP change — it's an organization-wide change management process."

Change management from the planning stage

Vanessa Ramírez
Human Resources · 3 Castillos
Read the case →
"We came to Cyrrus for something that was strategic and vital for us: keeping our people's quality of life during the pandemic."

−36% high ergonomic risks in one month

Fernando Gutiérrez
Home Worker project · Morelco
Read the case →
Solution Selection — Software Selection

Frequently asked questions

When customer information is scattered, leads fall through, follow-up is manual, there's no pipeline visibility, each team uses a different tool, or information depends on specific people. Also when the sales team already rejected a CRM before and doesn't want to repeat the experience.

As a reference, the CIRA method's Identify phase typically takes 6 to 12 weeks, from the strategic kickoff through contracting support.

We start from the real sales process, not the feature catalog — the Adoption criterion is evaluated from day one, together with your sales team, not at the end of the process.

It is defined by scope and sales team size, not by a list price. The relevant ratio is the same as in any selection: advisory costs a fraction of the annual subscription plus implementation, and exists so that investment does not land on the wrong tool.

Fit to the sales process the company actually runs, ease of use for the rep who has to feed it every day, integration with the ERP and with marketing tools, multi-year total cost per user, reporting quality for sales leadership, and vendor sustainability.

A vendor starts from their product; we start from your sales process. Since we take no commission from any manufacturer, the evaluation may well conclude that the cheapest platform on the market is right for you, or that the one you already own just needs reconfiguring.

Have another question?

Ready to connect the decision to the execution?

Tell us your organization's challenge. We'll set up a conversation with the right team and tell you straight whether we can help.

Not sure where to start? Request a free diagnostic session