What to do when you have a failed CRM
There are many signs that you have a failed CRM.
Whether it happens at Go-Live or gradually over months or years, there may come a time when you realize your Dynamics CRM no longer works the way it should. What once delivered critical insights into sales, support, and marketing may now feel like a burden. When your system becomes unreliable or ineffective, it’s a clear sign it’s time to recover from a failed CRM and get your business back on track.
Can you recover from a failed CRM?
Well, it probably isn’t. When your Dynamics 365 doesn’t seem to be meeting your needs, you might think the best step is to scrap Dynamics 365 and start over with another CRM system. Before you look at other solutions, think about a CRM Rescue and Repair from enCloud9. It might be that your failed CRM simply needs a few adjustments or a fresh perspective.
In our blog Why Your CRM Sucks (And What It’s Costing You), we’ve compiled a list of some of the worst problems with that we’ve fixed for our clients. We’ve seen the worst our clients can send us and we have succeeded in fixing their failed CRM systems.
enCloud9’s CRM Rescue and Repair helps you Recover from a Failed CRM
Dynamics 365 Rescue and Repair from enCloud9 is a process we have deployed to help CRM users get the most out of their existing Dynamics CRM and 365 system. Our process is straightforward – We learn about your business, how you use Dynamics CRM or 365 today, and what you see as the shortfalls that need to be addressed. We will usually demo a plain vanilla or lightly customized Dynamics 365 system as we have found that many times, CRM users may not know of the many improvements and features added to Dynamics 365 over the years. Seeing Dynamics 365 with the fresh eyes of a clean system usually triggers new ideas and new ways to bring processes into Dynamics 365.
enCloud9 has worked with dozens of companies who have inherited a less-than-optimal Dynamics 365 CRM. With our Dynamics 365 CRM Solution “Rescue and Repair” we will take your failed CRM and work with your team to align it with your goals.
Sound impossible? Some of our recent Rescue and Repair projects have included:
- Migrating from CRM 2011 to a cloud-based Dynamics 365 Solution
- Resolving chronic data duplication issues
- Optimizing forms and views for more efficient data entry and analysis
- Building business processes that matched the client’s sales process to Dynamics 365 sales entities
- Integrating Dynamics 365 with customer portals and ERP
Dynamics 365 Rescue
We think of a rescue as stepping onto an existing CRM system that is just not working. Sales teams are bypassing entering leads and opportunities, management is not enforcing sales processes. Management might even be looking into replacing Dynamics 365 with another CRM system. A Rescue Plan from enCloud9 looks at what works and can be saved, but also what needs to be done to re-energize the system. Perhaps gamification? How about training new users? Or integrating data from your website into CRM. Talk to us and we will deliver a tactical rescue plan that promises a quick return on your investment.
Dynamics 365 Repair
Repair is different from rescue in that Dynamics 365 is working and is being actively used, but something is just not right. Maybe the system dashboards are not giving you the information you need, Duplicate records are clogging the system, or your sales process is not matching how your sales team engages with prospective Customers. Usually, these repairs are quick and painless and can result in a high return on Intvestment. Contact us today to let us know what repairs you might need; our analysis will usually be at no charge.
In conclusion
When you have a failed CRM, scrapping your CRM and starting over isn’t the only thing you can do. You have many other options – and enCloud9 can help.
How enCloud9 Optimizes Your CRM and helps you recover from a failed CRM
At enCloud9, we help businesses recover from failed CRM projects and fully optimize their Dynamics 365 environment. Whether you’re facing low adoption, clunky customizations, or limited sales visibility, we simplify processes, restore usability, and maximize the value of your CRM—turning it into a tool that drives real business results.
Here are two success stories where we partnered with clients to recover from a failed crm:
To explore more examples of how we’ve helped organizations optimize their Dynamics 365, visit our Success Stories.
To learn more about our Dynamics 365 CRM Solutions or out Rescue and Repair plan, contact us today. We’d love to hear about your business and discuss how we can work with your business and its specific needs.
