Our Services

CRM Project Management

Sometimes replacing a CRM (even if it was Excel based) is inevitable and actually the best option. We will provide you with an experienced, capable and strong team to support you and your project from kick-off to phase x and anywhere either side.

CRM Rescue

Almost every person we’ve met who has run a CRM implementation project has said that they were glad they’ve done it and strongly hope that they never have to do it again. At Rescue CRM, we work with you to avoid just such a scenario.

CRM Strategy

CRM takes careful planning and although a business plan never survived first contact with the customers, everyone agrees there must be one. With our breadth of sector and technology experience, we are uniquely positioned to help you build your CRM strategy.


Reports, Excel exports, Power Point presentations. We work with you put the intelligence back into your hands by focussing on the business needs and desired outcomes rather than the fancy-pants “BI” tools just for the sake of using them.


The people using a system are only as good as the information accessible to them when they need it. With expert developers and top quality business analysis, we’ll make sure that the right people receive the right information in the right way at the right time.


If you need to or are considering a new CRM, you’ll need a business case and a method of describing your requirements to allow a fair and accurate tender process.¬†With over 10 years of CRM sales experience we can make sure you get the right solution.

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News and Articles

Pebbles stacked to represent correctly balancing your resources and getting them lined up in the right order and at the right time.

Resource your project appropriately

I am currently working with an Operations Manager who told me a classic story of a CRM project he’d been part of which had not gotten off to the best start. The organisation had been through the requirements gathering, been out to tender and decided on a supplier. They had also decided on their timelines […]

A line of reeds in a pool separates calm from choppy waters symbolising the balance between internal and external resources on an implementation project

Balancing the cost and efficiency of 3rd party consultancy

There is no denying that 3rd party support of your projects is a significant proportion of most implementation projects. Be it developers or project management or consultancy, the benefits of using 3rd parties to implement your systems are equally significant. That said, there are many tasks and activities which can be better done by your […]

A ream of printed paper symbolising the size of some of the ITT and RFQ documents I've seen detailing system requirements

An ITT is not a design document

ITT (Invitation To Tender) RFT (Request For Tender) RFP (Request For Proposal) RFI (Request For Information) IFB (Invitation For Bids) RFQ (Request for Quote/Qualification) IFV (Invitation For Vendors) PQQ (Pre-Qualification Questionnaire) ICGO (I could go on) All of these three letter acronyms describe formalised (well, in theory they “should” be formalised)¬†processes used to create a […]

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