Knowledge & Insights

Pillar article: How Swiss fiduciaries, IT consultants and management consultants build recurring commission income from CRM recommendations in 2026 — revFADP-compliant, CO-compliant, with a concrete 5-year ROI.

Pipedrive is popular globally — but there are better options for Swiss SMEs. Feature scope, data residency, compliance and TCO in a direct comparison.

HubSpot Solutions Partner Program vs. TecArt CRM Partner: commissions, membership costs, data residency. What remains at the end — calculated over 5 years?

Direct comparison of Bexio’s trustee partner program and TecArt’s CRM affiliate. Lead generation vs. lifetime commission — who wins for which target group?

Affiliate commissions, VAT obligation, AHV accounting, withholding tax. How Swiss self-employed persons correctly declare CRM referral income.

Broker agreement, commission entitlement, duration guarantees: What Swiss CRM referrers must observe under the Code of Obligations — with sample contract clauses.

Swiss revFADP, EU GDPR, data residency and DPA: practical guide for fiduciaries and IT consultants recommending CRM software — with checklist.

Client file, conflict check, fee recording, BGFA compliance: Which CRM features Swiss law firms should prioritise.

How modern mobile CRM solutions make field sales more productive – with offline functionality, location services, and full Swiss Data Protection Act compliance.

How business consultants can generate additional income through CRM recommendations without being involved in the implementation themselves.

These 7 CRM workflows automate repetitive tasks, save time, and ensure no lead falls through the cracks.

Salesforce too expensive and complex? Discover Swiss CRM alternatives that are DSG-compliant, cost-effective, and tailored to SME needs.

Concrete figures: When does a CRM system pay for itself? ROI calculation with Swiss examples and realistic timeframes.

90,000+ Swiss SMEs face succession. Why modern CRM systems increase company value and facilitate the handover.

How IT consultants generate stable, recurring revenue with CRM recommendations and diversify their business model.

Accountants are the most trusted advisors of Swiss SMEs. Discover why CRM recommendations create a win-win situation for you and your clients.

Detailed comparison of leading CRM partner programs: commissions, contract terms, support levels, and exit strategies for Swiss IT partners.

A comparison between traditional software sales and SaaS partner programs with recurring commissions. Why lifetime commissions are the better model.

Since September 2023, the new Swiss Data Protection Act (DSG) has been in effect. Learn how Swiss SMEs can operate their CRM systems in compliance with DSG and which solutions are recommended.

Vendor lock-in is one of the biggest risks in software investments. Learn how to remain vendor-independent when choosing a CRM and avoid costly dependencies.

CRM projects often fail – not because of the software, but because of implementation. These 7 proven steps guarantee successful CRM implementation.