Advanis
Advanis AG is a privately held Swiss CRM and CX consulting firm, founded in 1997, that delivers strategy, implementation, and optimization services across SAP, Salesforce, Microsoft Dynamics 365, and OrphyCRM for Swiss enterprises and public-sector clients.
- Company typePrivate
- Founded1997
- HeadquartersEffretikon, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Advanis does
Advanis AG is a privately held Swiss CRM and Customer Experience consulting firm headquartered in Effretikon (relocating to Winterthur in July 2026), founded in 1997 by Walter Andres. Operating under the "Swiss CX Guides" brand, the firm delivers the full CRM lifecycle — strategy, evaluation, requirements engineering, implementation, transformation, project management, governance, and ongoing optimization — for Swiss enterprises across manufacturing, insurance, public sector, healthcare, and industrial verticals. Service delivery is led by three partners (Walter Andres as Founder/Chairman, Thomas Völkle as CEO, Sven Brenner as CTO/HR Lead) and a small team of senior consultants.
The firm's core technical assets are deep, multi-platform CRM expertise (SAP CX including Sales Cloud, Service Cloud, Marketing Cloud, Emarsys and Commerce Cloud; Salesforce; Microsoft Dynamics 365; and the proprietary OrphyCRM network CRM for Swiss KMU), augmented by automation tooling partnerships with Power Automate, UiPath, Celonis, and n8n. ADVANIS holds SAP Gold Partner status (since 2000) and develops custom ABAP/Fiori extensions using Clean Core and BTP side-by-side patterns. Its proprietary riseCRM methodology codifies a structured discovery-to-decision framework for SAP CRM 7.0 transformations.
Commercially, Advanis operates an enterprise field-sales motion with quote-based professional services as the primary revenue stream, supplemented by fixed-price evaluation templates (CHF 50–250), workshops (CHF 750–1,000), and an OrphyCRM reseller/implementation channel. With 11–50 employees, 300+ served customers, and 500+ projects over 28 years, the firm is a stable boutique rather than a scaling platform, and its geographic footprint is exclusively Switzerland.
Advanis firmographics
Firmographics- Name
- Advanis
- Legal name
- ADVANIS AG
- Website
- https://advanis.ch
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Advanis AG is a privately held Swiss CRM and CX consulting firm, founded in 1997, that delivers strategy, implementation, and optimization services across SAP, Salesforce, Microsoft Dynamics 365, and OrphyCRM for Swiss enterprises and public-sector clients.
- Ownership category
- akta.pro rank
Advanis industry classification
Industry- Product category
- CRM and Customer Experience Consulting Services
- NAICS
- Marketing Consulting Services (541613), Custom Computer Programming Services (541511), Advertising, Public Relations, and Related Services (5418)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Programming Services (7371), Services-Prepackaged Software (7372)
- akta.pro primary industry
- CRM Strategy, Implementation & Managed Services (MPAAAIAD)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Success & Account Management CRM (HDAEAFAD)
Keywords
Where Advanis is headquartered
LocationHeadquarters
- HQ city
- Effretikon
- HQ country
- Switzerland
- HQ region
- Europe
Offices2 records
Markets served
Advanis business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- CRM Consulting Services: Professional consulting services for CRM strategy, evaluation, implementation, transformation, and optimization. Includes project management, coaching, and full project leadership. Services are priced at hourly or fixed project rates.
- CRM Evaluation Templates and Tools: Sale of pre-defined templates including CRM requirements catalogs (CHF 150), content indexes and specification templates (CHF 100), RFP guidelines (CHF 50), reference inquiry guides (free), and evaluation bundles (CHF 250). Additional workshop services priced at CHF 750-1,000 or by quotation.
- OrphyCRM Reseller and Implementation: ADVANIS as authorized sales partner of OrphyCRM earns revenue from reselling and implementing the OrphyCRM solution to Swiss KMU clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | One time/ perpetual license | Generic CRM Requirements Catalog |
| One time/ perpetual license | One time/ perpetual license | Content Index & Specification Template |
| One time/ perpetual license | One time/ perpetual license | CRM RFP Guidelines |
| Freemium | One time/ perpetual license | Reference Inquiry Guide |
| One time/ perpetual license | One time/ perpetual license | Evaluation Bundle |
| Professional services/ project-based | Multi-year contract | Planning Workshop |
| Professional services/ project-based | Multi-year contract | RFP Review |
| Professional services/ project-based | Multi-year contract | Complete Evaluation |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Advanis product offering
Product offeringCore offering
ADVANIS is a Swiss CRM and Customer Experience consulting firm that guides companies through CRM strategy, evaluation, implementation, and optimization across Salesforce, SAP CX, Microsoft Dynamics 365, and its proprietary OrphyCRM network CRM. Services include CX strategy design, CRM roadmap creation, full implementation, project management, governance, automation with AI/RPA/IDP, and custom SAP ABAP/Fiori development for digital transformation projects.
Product overview
Advanis is a Swiss CX consulting firm operating as Swiss CX Guides, offering a comprehensive portfolio of CRM consulting and implementation services. Their core offerings include proprietary service methodologies like riseCRM for SAP CRM transformations and OrphyCRM as their own Swiss-made network CRM product. The company specializes in implementing and optimizing major CRM platforms including Salesforce, SAP CX (Sales Cloud, Service Cloud, Marketing Cloud, SAP Emarsys, SAP Commerce Cloud), and Microsoft Dynamics 365. Service portfolio spans the full CRM lifecycle: CX-Strategie & CRM-Evaluation, CRM-Konzept, CRM Roadmap, Customer Journey mapping, Requirements Engineering, implementation, project management, governance, optimization, and automation with AI, RPA and IDP. They offer SAP S/4HANA project services and custom ABAP/Fiori development. Additional services include data quality management, privacy consulting, and Vibe Coding for custom applications. The company maintains expertise with automation tools including Power Automate, UiPath, Celonis, and n8n.
Differentiator
Problem solved
Functional benefit
Products and services
- CRM-Beratung (CRM Consulting) Comprehensive CRM consulting services for Swiss enterprises covering CX strategy and CRM evaluation, CRM concept and roadmap, customer journey mapping, CRM readiness assessment, and requirements engineering.
- CRM-Projektmanagement
Quantifiable outcome
- Go-live with high adoption rates - projects completed on time and within budget
- +2 more outcomes
Companies that use Advanis
Customer profileNamed customers16 records
Segments5 records
Ideal customer profiles3 records
Advanis technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability6 records
Feature3 records
Advanis partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- SAPcoreSAP Gold Partner and first SAP CRM On-Premise Special Expertise Partner in Switzerland since 2000. ADVANIS has over 25 years of experience with SAP CRM solutions. They resell and implement the full SAP CX suite including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and Emarsys. They also provide SAP S/4HANA development services including ABAP development and SAP Fiori app development.
- OrphycoreADVANIS is an authorized sales partner for OrphyCRM, a Swiss-made network CRM solution. Orphy is positioned for Swiss KMU with complex B2B relationship management needs. ADVANIS provides implementation, configuration, data migration, and training services for Orphy customers. The solution is hosted in Swisscom data centers in Switzerland.
Scale indicators6 records
Recent moves7 records
Expansion highlights5 records
Advanis competitors and assessment
Company assessmentBroad incumbents
- T-Systems (Deutsche Telekom subsidiary): T-Systems is the IT services arm of Deutsche Telekom, with a significant SAP practice in DACH/Switzerland. They compete for large Swiss enterprise SAP CX and S/4HANA transformation mandates where ADVANIS's boutique scale is a constraint.
- Salesforce Professional Services / Salesforce Consulting Partners: Salesforce's own professional services organization and its global SI partner ecosystem (Accenture, Deloitte, Slalom). ADVANIS competes directly for Salesforce Sales/Service/Marketing Cloud implementations in Switzerland, though Salesforce itself is far larger and offers the platform they implement.
- Microsoft Dynamics 365 Implementation Partners: Microsoft's Dynamics 365 partner ecosystem (Avanade, Hitachi Solutions, Mazars) competes with ADVANIS for Microsoft Dynamics 365 Sales, Customer Insights, and Contact Center projects in Switzerland, with deeper Microsoft co-sell relationships and larger delivery capacity.
- SAP Consulting Partners (SAP SE services and SI partners): SAP's own services organization plus large global SI partners (Accenture, Capgemini, IBM Consulting) that implement SAP Sales/Service/Marketing/Commerce Cloud. ADVANIS competes in the same Swiss SAP CX market as a Gold Partner, but SAP and the global SIs have vastly larger bench and global delivery.
Direct peers
- delaware (Delaware Consulting): delaware is a mid-sized European consultancy (with Belgian roots and growing Swiss presence) specializing in SAP and Microsoft implementations. They compete with ADVANIS for Swiss enterprise SAP CX and ERP work, with similar boutique-to-mid-size positioning and CRM/CX focus.
- msg (msg systems): msg is a German-headquartered IT consultancy with strong SAP and CRM practices across DACH, including Switzerland. They compete with ADVANIS for SAP CX and SAP CRM transformation projects in the Swiss mid-market and enterprise segments.
- Allgeier (Allgeier Switzerland): Allgeier is a European IT consultancy with Swiss operations providing SAP, Microsoft, and Salesforce consulting. They overlap with ADVANIS on Swiss enterprise CRM/CX and S/4HANA implementations, with larger headcount but similar vendor-neutral positioning.
- Swiss CRM Lab / local Swiss CRM consultancies: Swiss CRM Lab is the local CRM community/event platform that ADVANIS co-hosts, alongside other small Swiss CRM boutiques. These firms target the same Swiss enterprise CRM evaluation and implementation market with overlapping SAP/Salesforce expertise.
- Orphy (OrphyCRM vendor): Orphy is the vendor of the OrphyCRM platform that ADVANIS resells and implements. While structurally a partner, Orphy and other Swiss KMU CRM vendors (e.g., Bexio, Abacus partner ecosystem) compete for the same Swiss SME network-CRM budget that ADVANIS addresses.
Regional players
- CRM Partners (Atos/CRM Partners): CRM Partners (now part of Atos) is a European SAP CX specialist focused on SAP Sales/Service Cloud. They compete for Swiss SAP CX implementation work from a Benelux/DACH base but do not focus exclusively on Switzerland the way ADVANIS does.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Advanis social profiles
Digital presenceAdvanis compliance and trust
Trust signalCompliance1 record
Advanis financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advanis leadership team
Management profileNumber of profiles
Profiles3 records
Advanis funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advanis M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advanis
What does Advanis do?
ADVANIS is a Swiss CRM and Customer Experience consulting firm that guides companies through CRM strategy, evaluation, implementation, and optimization across Salesforce, SAP CX, Microsoft Dynamics 365, and its proprietary OrphyCRM network CRM. Services include CX strategy design, CRM roadmap creation, full implementation, project management, governance, automation with AI/RPA/IDP, and custom SAP ABAP/Fiori development for digital transformation projects.
Is Advanis a public or private company?
Advanis is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Advanis founded?
Advanis was founded in 1997. It employs 11 to 50 people.
Where is Advanis based?
Advanis is headquartered in Effretikon, Switzerland, in the Europe region.
How does Advanis make money?
Three revenue lines are on record. CRM Consulting Services are the primary driver. The others are CRM Evaluation Templates and Tools and orphyCRM Reseller and Implementation.
Who are Advanis's main competitors?
Broad incumbents on record are T-Systems (Deutsche Telekom subsidiary), Salesforce Professional Services / Salesforce Consulting Partners, Microsoft Dynamics 365 Implementation Partners and SAP Consulting Partners (SAP SE services and SI partners). Direct peers are delaware (Delaware Consulting), msg (msg systems), Allgeier (Allgeier Switzerland), Swiss CRM Lab / local Swiss CRM consultancies and Orphy (OrphyCRM vendor). CRM Partners (Atos/CRM Partners) is listed as a regional player.
Does Advanis have an API?
No public API is recorded for Advanis.
What industry is Advanis in?
Advanis's product category is CRM and Customer Experience Consulting Services. Its primary akta.pro industry code is MPAAAIAD, CRM Strategy, Implementation & Managed Services, with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 541613 and its SIC code is 8742.