CRM Rescue

Outcome: Make the org you already own worth using — usually without re-implementing. Problem: The org works, technically, but adoption is low, reports aren’t trusted and every change feels risky. Someone has proposed starting again, which would discard years of business logic along with the mess. Includes: Health Check · Automation consolidation · Field and object retirement · Permission simplification · Data cleanup and dedupe · Report rationalisation · Re-enablement. Timeline: 01 Health Check (1 wk) · 02 Prioritised remediation (4–8 wks) · 03 Re-enablement · 04 90-day adoption measurement. We measure: Weekly active users by role · Fields in active use vs total · Automation count and overlap · Data completeness on decision-critical fields · Support ticket volume by cause.