Insight

5 Signs Your CRM Needs a Rescue

The five signs your CRM needs rescue: workflows failing silently, pipeline reporting you can't trust, lead response times exceeding 24 hours, team members maintaining shadow spreadsheets, and three or more failed attempts to fix the same issues. If any two apply, a 3-week rescue sprint will save months of accumulated damage.

Updated 26 Feb 2026

Service

Tech Stack Optimisation

Marshall Tech audits messy tech stacks, broken integrations, and SaaS sprawl for Australian businesses that need cleaner systems and lower overhead. We map the tools, identify what to keep or cut, and fix the data flow so operators can trust the platform again.

Updated 26 Feb 2026

Insight

RevOps Explained: What Revenue Operations Actually Means for Your Business

Revenue Operations (RevOps) aligns sales, marketing, and customer success under a single operational framework. The goal is eliminating data silos, automating handoffs, and creating a single source of truth for revenue metrics. Companies with mature RevOps see 10–20% faster revenue growth and 30% lower customer acquisition costs.

Updated 26 Feb 2026

Insight

Platform Migration Checklist: How to Switch Without Downtime

A successful platform migration requires four phases: discovery (2 weeks), parallel build (4–8 weeks), controlled cutover (1 week), and stabilisation (2 weeks). The key to zero-downtime migration is running both systems in parallel, with a rollback plan at every stage. Most migration failures come from skipping the parallel phase.

Updated 26 Feb 2026

Glossary

CRM Rescue

CRM rescue is the process of diagnosing and fixing failed or underperforming CRM implementations. Common issues include poor data quality, low user adoption, broken integrations, and misaligned workflows that prevent the CRM from delivering expected ROI.

Expert

Nick Hugh

Nick Hugh, AI Expert & Fractional CTO at Marshall Tech, Sydney

Updated 9 Apr 2026