CRM rescue and recovery

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 break down in relationship.
Cloud9 can work with you to pick up a broken project and moved it to a successful completion, meaning you can get on with achieving your business goals.

Need a second opinion?

We can offer independent assessments and CRM audits, just get in touch

The CRM rescue process:

Step 1

Diagnose the issue

We’ll identify what went wrong previously, understanding your unique business requirements, and find a better solution going forward.


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, meaning no nasty surprises.


Step 3

Delivery of your CRM and support on your journey

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

If you’d like to find out more about our Rescue & Recovery services, please get in touch

Continued support

Our support packages include unlimited training – so if you’re keen to continue learning and take advantage of our outstanding support team, we recommend taking out membership for Cloud9 Support. Like our training courses, you don’t need to have worked with us before to enjoy Cloud9 Support.