Clearpath CRM

Your CRM Went Live. Your Team Didn't Follow.

Research consistently shows that 69% of UK SMEs are not fully using their CRM. Not because of the technology, but because adoption was never properly addressed. If your Dynamics 365 is gathering digital dust, you are not alone and it is not too late.

See How ADOPT Works
0%of CRM projects fail at adoptionCapterra UK, 2022
Up to 0 DaysAverage recovery time
£0Fixed price from

Does Any of This Sound Familiar?

Your team logs calls in spreadsheets instead of Dynamics 365

Management reports are pulled manually because nobody trusts the CRM data

You paid for implementation but nobody trained your team properly

Staff say the system is too complicated. So they just don't use it.

Pipeline visibility is zero. Deals are tracked in someone's inbox.

You've had Dynamics 365 for 12 months and can't point to a single win from it

"If two or more of these are true, your CRM needs recovery work, not replacement."

STRUCTURED RECOVERY FRAMEWORK

The ADOPT Recovery Process

A disciplined, repeatable method for restoring trust, performance, and measurable value inside Dynamics 365.

Step 1

Full audit of configuration, data quality, and adoption patterns.

Step 2

Identify friction points causing low adoption.

Step 3

Restructure workflows, clean data, fix permissions.

Step 4

Quick wins that rebuild trust: clean reports, working dashboards.

Step 5

Embed knowledge so improvements are sustained.

Everything in a Recovery Engagement

Full adoption audit and gap report
Stakeholder and end-user interviews
Configuration review and simplification recommendations
Data quality assessment and cleanse roadmap
Role-based re-training (delivered on-site or remote)
Process documentation update
30-day post-engagement check-in
Written recommendations report
Results based on structured adoption methodology. Individual outcomes may vary.
CRM Adoption Rate
31%
Pre-Recovery
58%
Month 1
79%
Month 2
94%
Month 3
69%
CRM underutilised
Capterra UK, 2022
18.4%
Productivity uplift from CRM
ERC / Warwick Business School
30 days
Average recovery engagement

Organisations with excellent change management are 7x more likely to meet project objectives.

Prosci Research, 2026 →

Fixed-Price. No Surprises.

£0
Standard Day Rate
£0
5-Day Minimum Engagement

Most recovery engagements run 5–10 days depending on user count and complexity. We scope before we start, so you always know the cost upfront.

Recovery Questions, Answered

Stop Paying for a CRM Nobody Uses

Every month your team works around Dynamics 365 instead of in it is a month of lost productivity, lost pipeline visibility, and lost ROI. Let's fix that.

Written and maintained by Martin Prosser, Microsoft Dynamics 365 specialist with over a decade of hands-on experience. Last reviewed: February 2026.