CRM Advisory & Support

CRM Software and Onboarding Services cost your business enough. That's why our the advisory services we provide to our clients is free.
Simplify your CRM and RevOps decisions with our expert Software Advisors help, complimentary to your business.

Schedule Advisory Meeting

Software Audit & Analysis

We'll review your technology stack to ensure the CRM you're considering is best aligned with your current software setup.
Our goal is to simplify your complex technology stack into a single source of truth so that growth can be achieved.

Schedule Audit Call

Quote Review & Negotiation

Using our industry expertise combined with our knowledge of Vendor CRM Companies, our Advisors leverage hidden promotions and valuable incentives in order to get you the most out of your CRM subscription purchase.

Schedule Quote Review

Onboarding for Success

Onboarding support with vendors is minimal, and Sales reps don't audit Partners they recommend to you. We have. We've done the risk assessments so that our Clients paired with the best agencies for their businesses unique needs.

Schedule Agency Discovery

The best part... It's All Free.

That's right, all of our services are FREE.
Businesses pay enough for subscriptions and onboarding services. That's why software advisory services are free. Schedule below to meet with an advisor - navigate the software ecosystem with ease.

15 Minute Advisor Meeting

Business Needs & Project Goals Analysis

We begin our work with a thorough consultation to understand your departments ambitious goals, unique challenges, and specific software requirements.

AI Software Recommendations

We tailor recommendations to solve our clients unique needs, pointing them toward the most established, tested, and-cutting edge AI tools there are in RevOps.

Tactical AI Software Demonstrations

You're not a fan of multiple, hour-long Demos with SaaS Vendors. Neither are we. We simplify the demo to focus on only your business specific needs and goals.

Done-For-You Business Case Presentations

Our Advisors leverage the data you provided in our comprehensive Intake Form, and in our Advisory meetings to masterfully design your presentation to management.

Optimal Pricing for New Software

Our Advisors are experienced in working with SaaS Vendor sales representatives to ensure promotional prices and incentives are added to each quote.

Agency Partner Matching

Based on our analysis of your business needs and desired outcome, we recommend the perfect Agency, vetted rigorously in performance to ensure your success.

Human-Trial Hours for your project

We know the Partners we recommend are perfect for your project. With Human-Trial Hours provided exclusively to our clients, we'll prove it. No strings attached.

Partnering for Project Perfection

If our Agency recommendation is taken, SaaS Advisors adds an extra layer of security to your Project by assigning a Project Manager to oversee the delivery.

Your Guides in the Software Ecosystem

Every Vendor claims their product is superior, each one is offering enticing deals to get you to purchase now. Similarly, CRM and RevOps Agencies boast, 'We're the Top-Ranked! 5 Star-Reviews! Check out our Awards! We're #1 in Your Industry!' Here's an interesting fact...
Over 70% of Software implementation projects fail.
Choosing incorrectly with either can be an expensive mistake. Don't jeopardize the outcome of your projects success. Meet with an Advisor and get the support you need to guarantee your RevOps project succeeds!

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choose the Right CRM Agency

Selecting a CRM system is crucial. Choosing the right partner to bring it to life is even more vital.

At SaaS Advisors, we make sure you’re matched with industry-vetted agencies that specialize in CRM solutions tailored to your goals. Every agency in our network is handpicked, rigorously vetted, and backed by a track record of success, so you know you’re working with a partner who brings clarity, efficiency, and innovative solutions to the table. Through our exclusive partnerships, you’ll gain access to complimentary CRM audits, workflow feedback sessions, and even initial strategy consultations so that you know what’s ahead without the guesswork. With SaaS Advisors, you don’t just get advice; you get a team committed to ensuring your CRM implementation is seamless, successful, and perfectly aligned with your business.

Let us connect you to the right partner today - one who will bring your CRM vision to life.

What Our Clients Say

"Dillon and the SaaS Advisor Team are super knowledgeable about HubSpot. He helped better determine the needs of our organization and ensure we are able to get the best deal possible. I would highly recommend anyone considering HubSpot talk with Dillon first!"

Brian PetersonMarketing Director, EMI Research Solutions

“SaaS Advisors transformed our Company's operations. Their guidance led us to acquire premium CRM software at an excellent price point and matched us with an ideal implementation team. This resulted in a 60% reduction in our staff's administrative workload through automated processes. Their educated pricing experts also secured us promotional pricing, saving us over 50% on the software cost. We wholeheartedly recommend SaaS Advisors to any organization seeking to enhance their technology infrastructure and maximize efficiency.”

Kyle McCarthyVice President, IntelliGRC