Microsoft Dynamics 365 CRM Project Recovery

We’re here to help your CRM project get back on track

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Helping Your Business Succeed

Has your Microsoft Dynamics 365 Project failed?

CRM implementation is never a one-size-fits-all approach and it is not an easy, straight-forward solution to put in place. If done right, your business will benefit in many ways, such as increased sales and improved efficiency. Get it wrong and it can be an expensive mistake which is sat unused by employees, with data in multiple places and inefficient processes.

Occasionally, this does not go to plan and in fact, 33% of CRM projects fail. This can be for multiple reasons, which we discuss below, but the main priority is to help you get back on track and turn your under-performing CRM into a success.

Common reasons for CRM project failure:

Not having clear goals and objectives outlined

A lack of clear and measurable goals from the outset results in an aimless project

Lack of technical know-how 

If the project team does not fully understand the solution then challenges will arise; the system is too slow, has bugs, is too complex, etc. This breaks confidence in the system and makes further user adoption more difficult

Poor user adoption

Businesses too often overlook this aspect and think that when a system is implemented, the project is complete. This usually results in dissatisfied users who aren’t comfortable with the new CRM. Other systems often get put in place to fill the gaps and so employees can avoid using the system – resulting in the same problems your business may have encountered before

Low-quality data

A common misconception of CRM is that it will fix poor-quality data entered it. However, your CRM is only as good as the data inputted to it. Many projects fail because the existing company data was not audited and cleaned during migration, therefore, the same poor-quality data was carried over

System Take-Over

Prior to taking over your Microsoft Dynamics 365 system, implemented either internally or by a 3rd party, we will complete our system take over process to ensure the best route ahead. The objective of this process is to understand your current set-up, the problems you face, both present & future requirements, so we are able to take over and support your business successfully.

Step 1:

One of our technical consultants will spend time with your CRM project team to get an understanding of your current set-up. At this stage, an audit may be necessary to review customisations & development, configuration, and 3rd party integrations.

Step 2:

Within this stage, we will discuss current and future requirements which are not supported by the CRM in its existing state. We will then look to propose a phase one project covering any fixes that have been revealed as a result of the audit, plus any future requirements.

Do you need your failing CRM project recovering?

We understand that every business is different, and a one-size-fits-all approach will not work. We will work with your organisation to understand your current business & needs and where any problems currently lie, with the aim to resolve them. 

If your CRM project is failing and you need help to get back on track, get in touch 

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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