Go-to-market

10 CRM consultants

These ten CRM consultants work independently, freelance or through their own consultancies, advising businesses on how they set up and use CRM. A reader can learn how a CRM consultant scopes an implementation or cleanup, drives user adoption and connects CRM data to sales and customer reporting.

10 professionals8 companiesData retrieved September 29, 2026

Professionals to explore

01—10
  1. Ben Cummins

    LinkedIn

    Experience: CRM Consultant · Freelance

    Freelance CRM Consultant since 2024 and former Customer Relationship Management Consultant at The Well-Led Practice - part of Redmoor Health (2023–2024). His profile describes him as a CRM and software implementation consultant delivering Salesforce and SaaS solutions to clients in healthcare, finance and the charity sector. He was CRM Manager at Person Centred Software Ltd (2022–2023).

  2. Braedon Owen

    LinkedIn

    Experience: CRM Consultant · Freelance

    Freelance CRM Consultant since 2017; his profile describes him as a CRM administrator and consultant focused on driving CRM adoption, streamlining implementation processes and configuring and customizing CRM platforms. He was CRM Manager at Mobii Systems (2021–2024) and at Winsham (2019–2022).

  3. Donny I.

    LinkedIn

    Experience: Independent Consultant CRM, RevOps & Solution Architecture · Self Employed

    Independent Consultant CRM, RevOps & Solution Architecture (self-employed) since 2026; his profile says he helps companies turn CRM and automation systems into scalable revenue engines and has worked with teams across the US, Australia and Singapore. He was Solutions Architect at ScaleStation (2024–2026) and CRM & Continuous Improvement Manager at Kuelap, Inc. in 2022.

  4. Erik Stuyven

    LinkedIn

    Experience: Independent - CRM Business Architect - the liaison between your business and IT teams. · Stuyven CRM services

    Independent CRM Business Architect at Stuyven CRM services since 2019, describing himself as the liaison between business and IT teams. Other listed roles include CRM & ERP Program Manager (2024–2025) and Business Process Owner Salesforce (2025–2026) at Eurofiber Belgium and CRM Program Manager at Reditus (2024–2026); his profile also names CRM software selection advisor among the roles he takes on.

  5. Inés Marques

    LinkedIn

    Experience: CRM & HubSpot Consultant (Freelance) · IM - CRM & Hubspot Consultant

    CRM & HubSpot Consultant (Freelance) since 2025; her profile says she automates processes and structures CRM information so it is easy to maintain and useful for better decisions. She was Project Manager CRM & Marketing Automation (HubSpot) at Adalab (2024–2025) and Student Success & Partnerships Manager Operations & CRM there (2021–2024).

  6. Julian Miksch

    LinkedIn

    Experience: Freelance CRM Consultant · Julian Miksch | CRM Beratung und Implementierung

    Freelance CRM Consultant at Julian Miksch | CRM Beratung und Implementierung since 2018. His profile lists helping build CRM strategy for B2B companies, consulting in RFP processes, creating reports and dashboards to track sales KPIs, and implementation and solution architecture of Salesforce Sales and Service Cloud. He was Senior Consultant at factory42 GmbH (2015–2018).

  7. Mechell Baradillo Estores

    LinkedIn

    Experience: Independent Enterprise CRM Transformation Consultant · MRD IT Consulting

    Independent Enterprise CRM Transformation Consultant at MRD IT Consulting since 2025; the profile describes leading CRM and business application transformations that align platforms, data, processes, governance and people. Former CRM Manager HubSpot Migration & CRM Transformation at Cloudflight (2022–2023) and CRM Application Specialist European CRM Platform & Transformation at Shimano Europe Group (2017–2022).

  8. Peter Janes

    LinkedIn

    Experience: Independent CRM Consultant · Freelance

    Independent CRM Consultant (freelance) since 2016, a role also listed for 2009–2014; his profile describes consultancy on the commercial management and development of large and growing customer bases, covering customer strategy and multiple product uptake. He was Global CRM & Insight Director at Regus (2014–2016) and Customer Development Director at TalkTalk (2007–2009).

  9. Randy Edgar

    LinkedIn

    Experience: Owner and Principal CRM Consultant · Trapeze Consulting

    Owner and Principal CRM Consultant at Trapeze Consulting since 2018, where his profile describes him as a Salesforce solution architect, certified CRM consultant and sys admin. He was Group Product Manager- Growth Platform at Uber (2017–2018), Manager, Internal Product Management-CRM at Facebook (2011–2015) and Sr. Director - CRM Strategy and Product Management at Salesforce (2007–2011).

  10. Tim Meehan

    LinkedIn

    Experience: Independent CRM Consultant · Meehan Consulting

    Independent CRM Consultant at Meehan Consulting since 2011; his profile lists CRM application administration, training and support as specialties and says he serves clients in the Los Angeles and Orange County area. He was CRM Training Manager at Copyfax Communications (2009–2011) and at Toshiba (2001–2009), and CRM Project Manager at GoldMine CRM (1995–2001).

Choose the right perspective

Match the consultant's platform experience and focus to your need, for example a Salesforce or HubSpot implementation, a migration, or customer strategy and retention. Ask how they handle requirements, data migration and user adoption, and what they leave behind for your team to run.

Questions to take into the conversation

  1. 01How do you decide which CRM platform fits a business, and what should be settled before configuration starts?
  2. 02What usually causes low CRM adoption, and how do you fix it after launch?
  3. 03How do you plan a data migration from spreadsheets or an old CRM without losing history?

About this directory

This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.

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