Rolling out: Excel and Outlook today
Customer data lives in spreadsheets, inboxes and a few people’s heads. We map your process from first contact to signed deal first, and only then choose the system. Spreadsheets are cleaned up and imported.
CRM & Sales Automation
CRM implementation for Swiss SMEs: live in 2–4 weeks at a fixed price
Rolling out a CRM, switching or finally putting yours to work? We set it up so your weekly pipeline review runs straight from it. Fixed price after the first call, no mandate needed.
Founder and Managing DirectorUpdated September 2026
In short
For CRM implementation in Switzerland, Glatt Digital, based in Glattfelden in the canton of Zurich, sets up a new CRM or connects an existing one: pipeline, roles, integrations, data migration and training. A typical project takes 2–4 weeks. The fixed price is quoted after a free 30-minute first call, with no ongoing mandate. The goal: a CRM that your weekly pipeline review and forecast run from.
Roll out, switch or finally use your CRM
Where you are today decides the first step. We work that out in the first call, before any quote.
Switching: the old CRM no longer fits
The contract is up for renewal, the system feels heavy or costs too much per user. We check which fields and data your team actually uses, and test the migration on a sample before everything moves.
Finally using it: the CRM is just an address book
The CRM is there, but it holds contacts rather than open opportunities. A new system rarely changes that. What helps is pipeline stages, a few required fields and a pipeline review run straight from the CRM.
What you get
A configured CRM your team works in from the first pipeline review. The exact scope is set out in the quote.
A pipeline with exit criteria
Every stage has a clear rule for when a deal moves on, such as “budget and decision-maker known”. So “proposal sent” means the same thing to everyone on the team.
Few required fields, clear roles
Only what the pipeline review needs is mandatory. Roles and permissions define who sees and edits what, from management to inside sales.
Integrations with the tools you already use
Inbox, calendar and website form are connected where your CRM supports it. We confirm what is possible before we quote.
Migration with clean-up
Duplicates merged, owners assigned, statuses set. We bring across what your team uses day to day. Dead records stay behind.
Sales automation
Repetitive steps run on their own: follow-ups, tasks, assignments, notifications. For example, if a proposal goes unanswered for a week, the owner gets a task.
Training and documentation
Your team practises on its own live deals, not demo data, and you get short documentation. Once paid in full, you may use and adapt the configuration for your business without time limit (Terms, clause 9.1).
How it runs: typically four weeks
This is how a project typically runs. A small roll-out can be done in two weeks; a switch with a large data set is closer to four.
Week 1: discovery
Conversations with management and the team, and a review of your process, data and existing tools. The output: pipeline stages, fields and roles on a single page.
Week 2: configuration and test migration
The CRM is set up. A sample of your data is imported as a trial and checked with you before the full data set follows.
Week 3: migration and training
The full data set moves across and duplicates are cleaned up. In training, the team works on its own live deals.
Week 4: the first pipeline review
We sit in on the first pipeline review run from the CRM and fix whatever gets in the way in daily use. Sign-off follows as set out in the quote.
What changes afterwards
Every opportunity has an owner, a status and a next step. The pipeline review runs from the CRM, and the spreadsheet is retired.
Data protection in your CRM under the Swiss FADP
Guidance, not legal advice. A CRM holds personal data about your contacts, so Swiss law applies: the Federal Act on Data Protection (FADP) and the Data Protection Ordinance (DPO). If your group works to the GDPR, review the Swiss rules on their own terms.
Duty to inform
The revised FADP has applied since 1 September 2023. Anyone collecting personal data must inform the people concerned, even when the data does not come from them directly (Art. 19 FADP). At a minimum: your identity and contact details, the purpose and, where relevant, the recipients; if data goes abroad, the country too.
Contacts from third-party sources
If the data does not come from the person directly, for example from an event attendee list, inform them within one month of receiving it (Art. 19(5) FADP). Exceptions, such as disproportionate effort, are set out in Art. 20 FADP.
Processing by your CRM provider
Your CRM provider processes contact data on your behalf. Put this in a contract with the provider, and satisfy yourself that it can guarantee data security (Art. 9 FADP).
Servers outside Switzerland
The Federal Council has found that countries such as Germany, Ireland and the Netherlands offer adequate protection (Annex 1 DPO). Since 15 September 2024, the same applies to US companies certified under the Swiss-U.S. Data Privacy Framework (Federal Council, 14 August 2024). Otherwise you need safeguards such as standard data protection clauses (Art. 16 FADP).
Record of processing activities
Organisations with fewer than 250 employees on 1 January are exempt, unless they process a large volume of sensitive personal data or carry out high-risk profiling (Art. 24 DPO).
What we do in the project
When choosing the system, we check with you where the provider stores data and whether it offers a data processing agreement. Roles and permissions are set so people only see what they need. The legal assessment stays with you.
System choice, fixed price and limits
How to choose a system, what sets the price, and when a CRM project is not enough.
CRM consulting: choosing the system
There is no best CRM for every SME. What matters: data location and processing agreement, ease of use, cost per user, integrations, language and reporting. Work out licence costs for all users over three years. Can Bagriyanik has hands-on experience with HubSpot, Salesforce and Pipedrive; we don’t hand out rankings.
What sets the fixed price
The number of pipelines and users, integrations, data volume and quality, and training scope. Fixed-price projects are governed by the quote (Terms, clause 1.2), which sets out scope, acceptance, price and payment. You pay the CRM licences directly to the vendor; they are not part of the fixed price.
Getting the team on board
A CRM turns into an address book when keeping it up to date costs more than it gives back, or when management keeps running the review from a spreadsheet. The fix: few required fields, templates right inside the CRM, clear owners and a pipeline review run only from the CRM.
HeySali only reads your CRM
If HeySali, our sales intelligence platform, is part of the project under the quote, it only reads your CRM to spot existing customers. It writes nothing back, and no leads are transferred. A contact is added to the CRM individually, and only after a genuine reply.
When a project is not enough
A CRM doesn’t replace someone who asks about every deal, every week. If what’s missing is leadership, not the system, a fractional head of sales is the better fit. If you need one data model across marketing, sales and service plus a forecast, Revenue Operations is the next step.
Frequently asked questions
How long does a CRM implementation take for an SME?
At Glatt Digital, a CRM implementation typically takes 2–4 weeks, from kick-off to the first pipeline review in the new system. Two weeks can be enough when the team is small and the data comes from a few spreadsheets. A switch with a large data set, several pipelines or many integrations takes closer to four. The timeline is set out in the quote.
What does a CRM implementation cost, and what does the fixed price include?
You pay a fixed price, not time and materials. We quote the amount after a free 30-minute first call, because two users with one spreadsheet is a different project from twenty users on an old CRM. The price depends on pipelines, users, integrations, data volume, data quality and training scope. Configuration, migration, training and documentation are included. CRM licences are paid separately.
Which CRM suits a Swiss SME?
There is no best CRM for every SME in Switzerland. Six criteria decide it: data location and processing agreement, ease of use, cost per user, integrations with inbox and calendar, interface language, and reporting for management. Can Bagriyanik has hands-on experience with HubSpot, Salesforce and Pipedrive. The choice follows your criteria, not a ranking.
Can we use a CRM hosted on US servers?
Yes, under conditions. Since 15 September 2024, personal data may go to US companies certified under the Swiss-U.S. Data Privacy Framework without additional safeguards (Federal Council, 14 August 2024). Check a provider’s certification at dataprivacyframework.gov. Otherwise you need safeguards such as standard data protection clauses (Art. 16 FADP). Either way, put the processing in a contract (Art. 9 FADP). Guidance, not legal advice.
Do we need a record of processing activities for the CRM?
Usually not, if your organisation had fewer than 250 employees on 1 January. Art. 24 of the Data Protection Ordinance then exempts you, unless you process a large volume of sensitive personal data or carry out high-risk profiling. The duty to inform your contacts applies regardless, and has done since 1 September 2023. Guidance, not legal advice.
How do we get the team to actually keep the CRM up to date?
Make the CRM save more work than it creates. Only the fields the weekly pipeline review needs are mandatory. The review runs straight from the CRM, for management too. Email and proposal templates live in the system. Training uses live deals instead of demo data, and every opportunity has a named owner. We sit in on the first review in the new system.
Sources
- Swiss SME Portal: The new Federal Act on Data Protection (nFADP)
- Federal Council: press release on the Swiss-U.S. Data Privacy Framework
- FDPIC: Swiss-U.S. Data Privacy Framework (in German)
- Data Privacy Framework Program (USA)
- Federal Act on Data Protection (FADP), SR 235.1
- Data Protection Ordinance (DPO), SR 235.11
Let’s look at where you stand, in 30 minutes
In the first call we work out whether you need a roll-out, a switch or a CRM that finally gets used. Free, no obligation. If it’s a fit, you then receive a fixed-price quote.
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