CRM Data Rescue

Where Do You Start When Your CRM Starts to Fail?

You may never know why things start to go wrong with your data, but you will definitely feel the impact. Your syncs stop working, integrations fail, broken exports with vital reporting consequences have no owners, and fake duplicates or technical blocks interrupt your pipeline.

Sometimes the cause is an undetected platform change or update. Errors can be built in through a DIY fix that worked for a while, until the data reached a certain size or a field name changed. A process added in by a team member prompts a reset or unexpected sync. Add in staff departures and the ease of AI adjustments that don't quite work, and trouble lies ahead.

When you look after your CRM, it's incredibly frustrating when things go wrong and you can't find the cause. Often problems are undetected for days or weeks, until the impact starts to reach management reporting and customer interactions.

Flowbird to the Rescue

Not to be dramatic, but we're used to urgent phone calls from businesses when something has gone wrong, and it has to be fixed. Now.

We are customer data experts, so we know what to do and we have the technical expertise to do it.

First, we find and stop the rogue action. We need to protect your data and stop things getting worse.

Next, we find the actual fault. Data detective work comes into play, as we analyse the symptoms of what's going wrong to find the cause. Often these are in unexpected places: duplications cause issues with integration, integrations create authentication errors, or field mapping problems create rogue data outputs.

Now it's time to assess the damage. How many records have been affected and for how long. Has bad data been embedded in reports or elsewhere in your systems. What's the fix and how deep does the repair need to go?

We fix it then prove it. We build and install repairs, then test this against the original cause of the problems. Being thorough now means the same thing can't happen again.

Damage Repair happens next. We find rogue reports, overwritten entries and corrupted data and we put this right wherever we can. Our expertise in data cleaning guides this work, and we never delete anything without your agreement.

We create an essential paper trail. We give you documentation that analyses what broke and why, what happened and how it was fixed. We also flag what to look out for in future, so you can get help before things break.

Bring error visibility into your systems. Finally, we incorporate processes that will flag errors and irregular results early. Spotting system failures early protects your data and your business operations for the future.

Can Flowbird Work With a System You Haven't Built?

Yes. In fact most rescues are within systems that someone else built, often years ago. We work across multiple platforms that others have put in place and often rescue DIY builds that have gone wrong.

When Data Rescue is the Right Option

Here's when working with us is the best way to fix your data crisis:

• Something is broken but you can't find the cause.
• The person who built your system is no longer available to analyse and fix issues.
• The problems are happening between systems, rather than inside one platform.
• You need the problem to stop immediately before further damage is done. Explanations can wait.
• Reports are going wrong but nobody knows why.

Not Sure if Need Rescuing Just Yet?

• If the system is working but the data is messy, consider data cleaning
• Nothing is broken but you want an assessment: opt for a data audit
• You need support from your platform provider: contact your vendor first
• You're replacing your system anyway: data migration support may be what you need

We can help. Let's arrange a call and we'll either activate our rescue support or help you plan a way forward.

Book a call