CRM Rescue

CRM Rescue

What Is CRM Rescue?

Sometimes CRM projects do not go to plan or achieve the goals they were initially set-out to do. This can happen for many different reasons: perhaps a change of key personnel, change of objectives, poor design, or a breakdown in a relationship.

Cloud9 Insight CRM Rescue picks up your broken project and works towards successful completion. We’ll get on with sorting your CRM, and you can get on with achieving your business goals.

Who Is CRM Rescue For?

It’s for small and medium-sized businesses with a failed or failing CRM project. Cloud9 Rescue will fix your project and implement a fit-for-purpose Microsoft Dynamics 365 system.

Our CRM Rescue is here to help you, whether you need a check and recommendations, analysis of your requirements, or a complete overhaul and replacement of your system.

Signs Your CRM Needs Our CRM Rescue

1. Your team isn't using the software

CRM is ideal for businesses wanting to move to a customer-centric model. However, it’s a whole-of-business change. Has the change process been managed properly?

2. End-users haven't been involved

A CRM system should be set up with all users in mind. Does your system make sense to the admin and sales team, not just the C-suite and IT department?

3. There's bad data in the system

Your CRM is only as good as the data you put in it. Is your data full of duplicate records and partial information?

4. Your departments aren't united

Your CRM sits across all your departments, and provides one master set of data for everyone to work from. Are your teams adhering to the same processes?

5. There's no clear vision or objectives

Do you know what you want to achieve from your system? It’s good to have goals such as improving customer relationships, but what are your benchmarks?

6. The system can’t grow with your business

Some businesses eventually discover their CRM has limited functionality. Are you able to add to your system as it adapts alongside your business?

The CRM Rescue Process

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Step 1:
Start by diagnose the issue

We’ll identify what went wrong with your previous CRM project, get to grips with your unique business requirements, and find a better solution going forward.

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Step 2:
Create a new roadmap to success

By mapping out the route to best achieve your business goals, we can foresee and identify any hurdles, and break down costs for each stage of the CRM project, meaning no nasty surprises.

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Step 3:
Delivery of your CRM and support on your journey

Holding your hand through the entire project, we’ll work together to keep you on track, providing ongoing support after your new Dynamics 365 system has been implemented.

CRM Rescue Guide

Learn Why Rescue Doesn’t Necessarily Have To Mean Going Right Back To Square 1

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Is Your Dynamics 365 CRM Project at Risk?

Get in touch with our expert consultants by using our easy-booking system.

Find the Right CRM Solution for Your Organisation

Fast Track Dynamics CRM Implementation

Fast Track is a fixed-budget and quick way to implement Dynamics 365 Sales or Service with some simple configurations to align the solution to your business, designed to be the first step of your CRM journey. In addition, other packs of capability are available to add-on to the core solution.

 

Strategic Dynamics CRM Implementation

Strategic is a flexible implementation of Dynamics 365 with phased business change. Typically, these projects involve complex data migration from existing CRM systems. Moreover, phases are designed to build additional maturity which may include system integration.

Enterprise Dynamics CRM Implementation

Enterprise projects are large scale projects using one or more Dynamics 365 modules, across the whole business often with some level of complexity. That is to say, one or more internal and external integrations are set up, such as with finance.

Testimonials

“We have enjoyed working with Cloud9 Insight as they have been very helpful and timely in their responses. The team go the extra mile to assist you with your queries, and no question is too big or small."

Shona Nassimbwa
Database Coordinator
PharmaVentures