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UAT - User Acceptance Testing

User Acceptance Testing for CRM is a key part of your implementation project. Of course all testing is important, but UAT is the only testing which is led by users rather than developers.  With poor user adoption being the primary cause of CRM project failure, why would you want to skimp on user acceptance testing?

Here’s our take on User Acceptance Testing for CRM implementations.  We look at where it fits in overall testing, why you need it, and most importantly, how to do it well.

Read more: User Acceptance Testing (UAT) for CRM Projects – Secrets of Success

why crm online navigating the cloud1Microsoft Dynamics CRM is available both as an on-premise solution and as a public cloud solution. With Software-as-a-Service (cloud-based) taking off, people thinking about Microsoft CRM are looking at CRM Online.  But before you commit, make sure that you know why CRM Online is the way to go.  Or whether it is the best option for you at all.

There’s no denying that ‘cloud’ is a buzz word in the early 21st century.  When it comes to CRM and cloud, Gartner predicted that over 50% of CRM deployed will be SaaS (Software-as-a-Service, or cloud-based) by 2015.

It’s certainly a good time to look at cloud-based CRM, and why CRM Online may or may not suit you and your business.

Why is Cloud so popular?

A key attraction of a cloud solution is the apparent simplicity.  The technical hassles are all managed by the cloud provider – aren’t they? Possibly.

But remember, a cloud environment is still using servers; it’s just that those servers are located outside your office, and sometimes outside of your control.  A cloud offering is usually rented hardware, software licences and some related management services.  The payments for the hardware, the licences and the services tend to be bundled together.  But from a technical perspective, there is nothing achievable by cloud that cannot be achieved using your own servers.

Read more: Why CRM Online Can Be Such A Challenging Environment

Calculating Total Project Cost For Your Software Implementation

total project cost graphicMany people are disappointed, upset or downright distraught when the total project costs of their new software blow out. Over-budget projects often still deliver huge benefits to the organisation.  But if margins or cashflow are tight, the extra cost can turn a project from saviour of the business to a death knell.  

At Opsis, we specialise in CRM, but the cost elements of any software implementation are similar.  Here we outline the key cost components of any software project. It should help you understand what is involved, so your project can be one of the success stories.  14% of CEOs are so disappointed with their CRM that they would like to junk it and start over again.

Firstly, compare with apples with apples. This is especially important if you are looking at more than one solution. You need to know the total costs of each option in order to make a wise decision.  And this is not made easy for you by the vendors.

Read more: Calculating Total Project Cost For Your Software Implementation

Managing Sales ROI – And How CRM Can Help


You probably know how much you spend on Sales. But do you know your Sales ROI, or return on investment, or what you get back for every dollar that you put in?

Symmetrics Group released information earlier this year showing how Sales costs companies up to 100 times more than Marketing. Yet while marketers have long been required to prove ROI, Sales have escaped that to date, but things are changing. It is no longer enough for Sales to deliver, they need to deliver efficiently for maximum return on investment.

Sales reps are spending only 36% of their time actually selling.  By contrast, up to 40% of their time is spent on administration.  So frontline sales people are spending more time on admin than on sales.  No wonder there are questions about Sales ROI!

If you're not tracking sales efficiency as well as performance, how are you going to overcome this issue? How are you going to deliver better results than your competition?

Read more: Managing Sales ROI – And How CRM Can Help

Email Newsletter Marketing with ClickDimensions and Microsoft Dynamics CRM

This is the first in an occasional series of posts looking at how Opsis use ClickDimensions, the number one marketing add-on for Microsoft Dynamics CRM.  Today we're looking specifically at email newsletter marketing.

In later posts, we'll look at how Opsis use other ClickDimensions marketing features including:

  • Web visitor tracking and social media capture
  • Online data capture through forms
  • Landing Pages
  • Autoresponder Emails
  • Nurture Programs
  • Email Newsletter Marketing with MS Dynamics CRM – the challenges

MS Dynamics CRM is a powerful tool for sales teams, with functionality and structure strongly aligned with the buyer's journey.  It's also fantastic for customer service and looking after existing customers, especially with the recent Spring 2015 release.  But it's not designed for easy email newsletter marketing.

Read more: Email Newsletter Marketing with ClickDimensions and Microsoft Dynamics CRM

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.