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Customer Relationship Management Experts in Switzerland

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Meet FRATCH Experts in Switzerland, who have recently used Customer Relationship Management

Verified expert

Vincent Verdet

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Senior Enterprise Architect | IT Business Relationship Manager

Zürich
Vincent Verdet

Last position:

IT Business Partner & Enterprise Architect at Sulzer

  • Established the Enterprise Architecture function from the ground up for Sulzer Group (~13,500 employees, CHF 3.6B revenue)
  • Defined the Technical Governance framework, Target Operating Model, and IT PMO foundation now governing architecture decisions and portfolio demand across all divisions.
  • Deployed SAP LeanIX as the authoritative application portfolio system of record - catalogued 500 applications group-wide (140 for Chemtech), onboarded business and IT stakeholders, and initiated integration with ServiceNow to embed architecture data into operational workflows.
  • Led the divisional & group wide Application Rationalization initiative
  • Decommissioned 15% of the 140 applications Chemtech portfolio, delivering CHF 627k in run-rate savings over two years and materially reducing licensing and support exposure.
  • Defined and executed the divisional AI Roadmap in partnership with Sales, Legal, and R&D leadership
  • Delivered 4 AI solutions into production (including Sales process harmonization and LLM-based IP conflict detection) from a portfolio of 7 prioritized initiatives.
  • Built and owned the 3-year IT Strategic Roadmap for Chemtech
  • Aligned cloud and technology architecture with divisional business priorities and a CHF 1.5M annual investment envelope.
  • Delivered CHF 500k in cost avoidance by challenging and discontinuing funded but low-value initiatives, demonstrated governance discipline and executive influence, with zero implementation spend.
Verified expert

Nik Gantchev

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Senior Interim Executive

Kilchberg
Nik Gantchev

Last position:

Executive Interim & Transformation Partner at Audoban & Co. GmbH

  • Stepped into a senior interim mandate with hands-on accountability for a complex business model transformation, taking ownership of execution, operating decisions, and delivery within a highly regulated and complex regional environment.
  • Led market access, launch, and go-to-market transformation work, aligning commercial, operational, and governance structures to support entry into new markets under time and regulatory pressure.
  • Supported post-merger integration as well as divestiture shaping assignments, working hands-on with executive teams to align operating realities, decision rights, and accountability with transaction intent.
  • Took interim ownership of critical transformation and integration programs, resetting priorities, sequencing, and leadership expectations where delivery risk or organizational friction had emerged.
  • Acted as a trusted interim partner to CEOs and senior leaders during periods of structural change, providing clear judgement, hands-on leadership, and execution discipline.
Verified expert

Frank Gulitz

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Senior Transformation Program- & Project Manager / Change Manager & Agile Executive Coach, C-Level Interim Manager

Sattel
Frank Gulitz

Last position:

Agile Coach and Program Manager at Centris AG

The insurance application service provider in Switzerland intended to develop a multi-channel output system to support their customers on their digital enhancement journey.

  • Established an Agile Release Train based on SAFe 6.0
  • Trained all ART leadership
  • Coached the development of the solution intent
  • Established 5 teams in the ART. Developed the Epic and Feature Backlog for the team.
  • Planned and coached 2 PI planning sessions

The insurance application service provider in Switzerland intended to transform their claims management BPO and IT team into an agile delivery organization.

  • Established an Agile Release Train based on SAFe 6.0
  • Trained all ART leadership
  • Coached the development of the solution intent
  • Established 2 teams in an ART.
  • Developed the Epic and Feature Backlog for the team.
  • Planned and coached 2 PI planning sessions
Verified expert

Joanna Duncan

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Fractional CMO & Strategic Advisor

Geneva
Joanna Duncan

Last position:

Advisory Board Member at Pleinert & Partner

Appointed to provide a senior marketing and commercial perspective to a Swiss consultancy specialising in people management and organisational design.

Verified expert

Alexander Scholl

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Senior SAP Technical Consultant

Ermatingen
Alexander Scholl

Last position:

Senior ABAP-OO Developer at Die Schweizerische Post AG

"ZLF – Future Billing Solution"

Cross-module S/4HANA

  • Technical consulting and development in the area of S/4 Master Data Governance (MDG-BP)
  • Various developments in HR-BP integration, order-to-cash, SAP CAR analytics data modeling, interfaces from and to third-party systems. (native HANA, CDS, RAP, Fiori Elements, OData)
Verified expert

Wolf Preuster-Drews

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Interim POS Manager - SOX Compliance Role

Endingen
Wolf Preuster-Drews

Last position:

Interim Head of IT POS (GK & SAP) at Depot GDC

  • Interim head of IT POS on GK and SAP basis for DEPOT GDC.
  • Responsible for the stability and further development of the POS base platform.
  • Managing adjustments and rollouts in the POS environment in coordination with the SAP backend.
Verified expert

Michael Rödle

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ERP Program Manager

Bottmingen
Michael Rödle

Last position:

Project Manager, Hustler, & Hound "Project Metrics on the Internet" at Global-KPI

  • Project management, hustler (identifying the full financial picture including sales, pitching, financial analysis, & business models) and hound (identifying real customer needs including research & analysis) to build a project metrics system on the Internet.
  • The system allows users to make informed decisions to keep projects on track according to key data or to realign them when they deviate negatively from the plan.
  • Providing a forecast alongside the current status.
  • Automatic calculation and display of metrics based on user-entered project key data.
  • Skills: project management, project metrics.
  • Problem space: Co-Innovation Builder (CIB), corporate innovation team setup, team profile / team canvas, design thinking, highlighting people, creating customer personas, market exploration, defining the problem.
  • Solution space: narrowing the problem, how to turn ideas into solutions, how to turn solutions into a concept, customer journey, business model canvas, value proposition canvas, prototyping, refining the prototype and business model canvas, final pitch.
Verified expert

Vitaly Podkopaev

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IT Project Manager UCC

Zürich
Vitaly Podkopaev

Last position:

IT Project Manager UCC at Office for Informatics, Canton of Zurich

  • Collaboration with and deputizing for the service manager for UCC (product owner)
  • Interface management for UCC with other functionalities as part of the digital workplace
  • Control of infrastructure tests and rollout, monitoring dependencies with other sub-projects
Verified expert

Piotr Seredyn

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CTO Program Manager, Theme Owner / Senior Project Manager

Zürich
Piotr Seredyn

Last position:

CTO Program Manager, Theme Owner / Senior Project Manager at Avaloq Group AG

  • Clients: Central banks of the most developed economies in the world, German, Swiss, Luxembourgish, Monegasque, Singaporean, Japanese wealth managers and universal/private banks, world’s largest investment banks
  • Accountable for managing the delivery of a portfolio of digital wealth and consumer relationship management initiatives
  • Project managing portfolios of projects within CTO product and technology business area (cyber security, architectural changes, re-organisational transformation, 3rd party apps)
  • Products: Kernel & Parametrisation for Core Avaloq Banking Platform; modules: CRM, client data management, wealth management, portfolio management (generating over 90% of company revenues)
  • Key responsibilities:
  • Reporting to Head of Disruptive Innovation Division; stakeholder to five product owners & two domain owners
  • Accountable for delivery of annual themes and quarterly key deliverables
  • Managing demand vs supply via QBR process: book of work, execution, reporting, risk management
  • Directly managing around 40 external consultants (front-end/back-end engineers, BAs, designers)
  • Hiring and managing resources in eight countries
  • Running quarterly divisional closure meetings presenting achievements and challenges
  • Resolving cross-team dependencies and internal/external conflicts
  • Owning and controlling maintenance budget; planning, forecasting, execution; ensuring demand matches supply
  • Identifying and staffing key roles with chapter leads
  • Approach: Agile, Scrum of Scrums, QBR/OKRs
  • Technology: Angular, PL/SQL, JavaScript, Confluence, JIRA (JQL)
Verified expert

Hanspeter Jost

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Lead Salesforce Consultant DACH

Zug
Hanspeter Jost

Last position:

Lead Salesforce Consultant DACH at DXC Technology

  • Recording, validating, and coordinating customer requirements
  • Analyzing customers' business processes, and designing and implementing solutions in Salesforce
  • Designing and developing Salesforce architectures using Sales and Service Cloud
  • Maintaining and expanding my skills to stay current with Salesforce's new features
  • Taking an active role in the pre-sales phase and working closely with sales and pre-sales teams
  • Building and strengthening the team's expertise in new areas
  • Actively helping to define and align my role within DXC's best practices
  • MC Growth implementation
  • AI Agentforce Agents Builder
  • Agent Designer with elements.cloud
  • Salesforce org assessments
  • Process configuration mining
  • Serving as a single point of contact for global SFDC contacts
  • Coordinating projects with the EMEA and global headquarters
  • Preparing proposals and presales work with Salesforce Account Executives and client partners for global accounts
Verified expert

Max Meinhardt

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Qualtrics CXM Solutions Expert

Zürich
Max Meinhardt

Last position:

Qualtrics CXM Solutions Expert at Freelancing

  • Support with the introduction and implementation of the Qualtrics XM platform in the consulting and service environment for customers, e.g. in the banking sector, focusing on data quality, parameterization, technical coordination, and implementation support

  • Technical validation of configurations, feedback flows, and reporting setups

  • Review and assurance of data quality (mapping, mandatory fields, regulatory-relevant fields)

  • Performance of UAT, functional tests, and data checks in collaboration with the department and IT

  • Coordination with stakeholders from consulting, service, compliance, IT, and product management

  • Clarification of technical requirements with the business side and derivation of adaptation requirements in the platform

  • Creation of documentation, test protocols, and quality-related artifacts

  • Support in the preparation of internal approvals and rollouts

  • Successful technical acceptance of the new feedback and reporting functionalities

  • Increase in data quality in the relevant fields (e.g., feedback classification, assignment to the consulting process)

  • Stable implementation of the platform in the consulting environment with clear handover to IT and specialist departments

Verified expert

Philipp Siegenthaler

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Business Information Systems Specialist (IT Consultant, IT PM, PMO, Portfolio Manager)

Zürich
Philipp Siegenthaler

Last position:

Equity Portfolio Manager - Digital Wealth Management at Interactive Brokers LLC

  • Solely responsible for two portfolios totaling USD 1 million with an average monthly performance of 2%
  • Responsible for the investment strategy, specializing in US equities and ETFs (exchanges: NASDAQ and NYSE)
  • Market, trend, data, and technical chart analysis
  • Risk management – diversification, daily/weekly risk mitigation measures (rebalancing) to ensure optimal portfolio profitability
Verified expert

Daniela Hengl

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Data-Based Transformation & Strategic Business Capability Mapping

Sisikon
Daniela Hengl

Last position:

Data-Based Transformation & Strategic Business Capability Mapping at CSS Versicherung

  • Architected and implemented a Data Value Framework as a decision-making basis for strategic prioritization and determining data-driven value contributions along the corporate value chain, connecting data value with business objectives.
  • Designed standardized use cases to assess the maturity levels for quantifying business value and data value.
  • Integrated the framework within SAFe structures in Lean Portfolio Management and ARTs to guide strategic investment decisions.
  • Developed metrics and evaluation procedures for prioritizing business areas based on quantitative data.
  • Redesigned data governance, including the introduction of the data owner role with clearly defined responsibilities and differentiation from the data steward role.
  • Derived MVP priorities using gap analyses across key areas and value stream analysis.
Verified expert

Max Rosari

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ICT Solution Architect Senior

Bern
Max Rosari

Last position:

ICT Solution Architect Senior at ewb, Energy, Water

  • Questioning and discussion of technical requirements and coordination with the team
  • Contributing to objectives of the Digital Transformation Services unit and implementation of objectives
  • Analyzing, specifying, updating and delivering architecture models to implement digital solutions in line with business, data infrastructure and requirements
  • Selecting suitable technical options for application design considering interoperability, reversibility, scalability, usability, accessibility and security and optimizing cost/quality ratio
  • Creating and maintaining concept documents, architecture models and other technical documentation
  • Reviewing services to be provided and other documents for solution development
  • Collaborating with IT enterprise architect, business analyst, project manager, developers, testers and process owner in design and documentation of technical specifications for new and further developments
  • Communicating and supporting concepts to relevant stakeholders
  • Participating in enterprise architecture activities and ensuring compliance with principles, standards and guidelines
  • Monitoring compliance with defined design at application, solution and enterprise level
  • Developing and testing existing and new solutions as required
  • Supporting and guiding development teams in implementation of new projects or maintenance of existing products, assuming product manager role if required
  • Establishing and ensuring best practice in implementation, documentation, testing and packaging for distribution
  • Contributing to handling of reported incidents and requests assigned to third level support and follow-up actions as required

Discover over 15,000 top freelancers

Statistics of experts using Customer Relationship Management

Aggregated from the professional profiles of matched freelancers.

Experience

24 years

Position duration

2.5 years

Positions per freelancer

13

Top business areas

Project Management, Information Technology, Product Development

Top industries

Information Technology, Professional Services, Banking and Finance

Certification focus areas

Information Technology, Product Development, Project Management

Bachelor's degree or higher

88%

Master's degree or higher

68%

Doctorate

3%

Certifications per freelancer

4

Most common languages

English, German, French

Speak two or more languages

98%

Based on our profile pool as of 30 Aug 2026.

Daily rate distribution

0 5 10 15 20
<€800 €800-​1200 €1200-​1600 €1600+

The chart shows how the daily rates of freelancers in this technology in Switzerland are distributed, based on recent contracts on our platform. Each bar covers a rate range — its height shows how many freelancers charge within that range.

Average rates of experts in Switzerland using Customer Relationship Management

Rates are based on recent contracts and do not include FRATCH margin.

1200
900
600
300
Rate comparison chart
Daily rate avg. 1018 €

The average daily rate is the mean of all daily rates from recent contracts of comparable freelancers on our platform.

1200
900
600
300
Rate comparison chart
Median rate 1000 €

The median daily rate is the middle value of all daily rates — half of comparable freelancers charge less, half charge more. Unlike the average, it is barely affected by outliers.

Calculated based on our freelancers’ daily rates as of 30 Aug 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.

About the technology

CRM basics

Customer Relationship Management helps companies manage leads, accounts, contacts, opportunities, service cases, and follow-up work in one place. It is used to structure sales, support, and customer data so teams can act on the same information. Strong CRM work connects business process, data quality, and clear user workflows.

Common systems

  • Salesforce for broad sales, service, and automation needs
  • Microsoft Dynamics 365 for companies tied to Microsoft tools
  • HubSpot CRM for leaner sales and marketing setups
  • Integration with email, calendars, telephony, and ERP tools
  • Reporting that gives teams a shared view of customers

What experts do

CRM specialists design fields, pipelines, permissions, automations, and dashboards. They also clean data, map existing processes, and make sure users can work without manual re-entry. Good experts balance business needs with system structure, so the CRM stays usable after launch.

When to bring help

Companies usually bring in freelance CRM expertise when a rollout is stalled, the current setup is messy, or a migration has to be handled without disrupting daily work. It also helps when sales and service teams need faster lead handling, better visibility, or tighter integration with other systems. In Switzerland, this is common in B2B services, finance, manufacturing, and international teams that need clear English and local collaboration.

Strong delivery

  • Clear process design before any configuration
  • Clean data handling during migration or consolidation
  • Reliable automation for routing, alerts, and tasks
  • Adoption support so teams actually use the system
  • Documentation that keeps later changes safe

Key skills

A strong CRM professional understands business analysis, data modelling, workflow design, integration patterns, and user training. They should know how sales, service, and marketing teams work in practice, not just how a specific tool looks on screen. The best results come from experts who can improve the process, not only configure the software.

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Frequently asked questions

Not sure where to start with Customer Relationship Management? These answers cover the essentials.

Customer Relationship Management is used to manage customer data, sales pipelines, service cases, and follow-up activity in one system. It helps teams keep a shared view of accounts, contacts, and open work so nothing gets lost between email, spreadsheets, and handovers. In many companies, it becomes the main place for day-to-day customer work.

CRM is both a business approach and the software that supports it. The process defines how a company handles leads, opportunities, service, and retention, while the system stores the data and automates the steps. A good implementation matches the tool to the way the company actually works.

When people ask for Customer Relationship Management expertise, they often mean Salesforce, Microsoft Dynamics 365, or HubSpot CRM. The right choice depends on how complex the sales process is, what other systems must connect, and how much customization is needed. Many projects also involve migration between these systems.

A strong CRM specialist usually brings data migration, workflow design, integration, and reporting skills. Business analysis matters as much as technical setup, because the expert must translate sales or service needs into a clean system structure. Training and change support are also important when users need to adopt a new process.

A Customer Relationship Management project needs the level of expertise that matches the scope. Small fixes may only need focused configuration help, while migrations, multi-team rollouts, or complex integrations call for someone who has handled similar work before. The key is proven delivery in the same type of system and process, not a title on a profile.

Most CRM work can be done remotely, especially configuration, data cleanup, reporting, and integration planning. On-site time can help during workshops, stakeholder alignment, or user training, particularly when teams want close collaboration in Switzerland. Many projects use a mix of remote delivery and targeted in-person sessions.

Look for a Customer Relationship Management specialist who asks about process, users, data quality, and integrations before suggesting changes. Good signs are clear documentation, examples of past migrations or rollouts, and a practical approach to adoption. If the expert only talks about features and not outcomes, that is a warning sign.

CRM focuses on customers, sales, service, and relationship history, while ERP covers finance, supply chain, inventory, and core operations. They often need to exchange data, but they solve different problems. A good specialist knows where the boundary is and how to connect both systems without duplicating work.

The average hourly rate of freelancers in Switzerland who have used Customer Relationship Management in their recent projects is 127 €, which corresponds to a daily rate of about 1,018 € based on an 8-hour working day.

Of the freelancers in Switzerland who have used Customer Relationship Management in their recent projects, 88% hold at least a Bachelor's degree, 68% hold at least a Master's degree, and 3% hold a doctorate.

On average, freelancers in Switzerland who have used Customer Relationship Management in their recent projects have 24 years of professional experience, with a single engagement typically lasting around 2.5 years.

The most common languages among freelancers in Switzerland who have used Customer Relationship Management in their recent projects are English (98%), German (93%), and French (48%).

The most common industries among freelancers in Switzerland who have used Customer Relationship Management in their recent projects are Information Technology (85%), Professional Services (80%), and Banking and Finance (57%).

The most common business areas among freelancers in Switzerland who have used Customer Relationship Management in their recent projects are Project Management (91%), Information Technology (89%), and Product Development (67%).

Main locations of FRATCH Experts, who have recently used Customer Relationship Management

Our freelancers and interim experts are at home across the DACH region — available on-site in the major business hubs or fully remote. Choose a location to discover matched specialists, local market insights and up-to-date availability.

Zurich Geneva Basel Bern

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Philipp Thomaschewski

FRATCH CEO

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