When your CRM system goes down unexpectedly, it's crucial to have a backup plan. First, switch to manual tracking for urgent tasks - use spreadsheets or simple paper logs if necessary. Notify your team about the downtime and delegate tasks accordingly. Communicate with customers using alternative channels like email or phone for critical matters. Finally, ensure the IT team works quickly to resolve the issue while keeping everyone updated. This ensures business continuity until the system is back online.

A backup plan or failsafe is essential to every operational process in an organisation. They really have to be there and yet are often forgotten about or disregarded. Just like the Fire Drill, you need to make sure they work, are tested in every way, are trained in and relevant. Its Disaster Recovery for your systems. Communication is the key to this issue without any doubt. This should be built into your failsafe plan and be put into action. Keeping your teams operational during any problem or challenge is a priority, but it needs to be "activated" and communicated quickly. That allows your tech teams to focus on solution resolution, not dealing with people saying "now what". Dont miss or forget failsafes they are mission critical.

To maintain smooth daily operations despite these disruptions. Key considerations include: Risk Mitigation: Proactively identifying system vulnerabilities & implementing preventive measures. Business Continuity Planning: Establishing backup processes to manage critical operations during system outages. Employee Training: Equipping teams to handle manual processes when automated systems are unavailable. Regular Maintenance: Ensuring CRM systems are updated and tested regularly to minimize unexpected downtimes. * At Amazon, I learned the importance of maintaining robust contingency plans & cross-training teams to handle manual processes during outages. Regular system maintenance & collaboration with IT for timely updates are crucial too.

Backup Systems Establishment: Maintaining alternate tools, such as spreadsheets or secondary software, allows the capture of key data in case of any CRM failure. Standardize Data Entry: Developing standardized data entry and naming conventions makes transitions to backup systems much smoother and maintains consistent data integrity. Regular Data Audit: Performing regular audits of data helps in finding inaccuracies and rectifying them to keep the data available on backup valid during the time of CRM failure. Prevention: The plans that avoid system downtimes include routine checkups and monitoring which reduces the likelihood of sudden CRM system outs.

When our CRM is down we face few challenges to deliver the service to customers but we can maintain the backup for these. As CRM manager first we immediately approach to team and we will inform to them to resolve the issue as soon as possible. Now we have manual operations as well to complete the task. For example there is an posting activity if is not working automatically, we will go the alternate tool and will post manually before deadline. For us we have our own alternate back up tools. If the downtime is 5 to 10 minutes, it is not big deal but if it is more than 30 minutes it will impact the business. So we prioritize the level of work based on the client requirement and will deliver As P1, P2 And P3 tickets.