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How an expert solution architect consultant will save you money – possibly lots of money

This week I have been working with an interesting client. This client creates orders in CRM and needs the information in Xero (their accounting package) for invoicing. There are many ways of solving this problem. Working with the client, we have reduced the time taken per order by about 30 minutes. At a nominal $50 per hour that is saving this client about $5,000 per month in time alone. Additionally we are saving paper (about a ream per month) and printing resources.

Their process at the moment is

1. Enter the order in CRM
2. Update the status to fulfilled
3. Run a (custom) report
4. Print the report
5. Scan and email the report to another user
6. Second user rekeys the data into Xero

This is the process that was recommended to them by a previous CRM contractor.

From next week their process will be:

Read more: How an expert solution architect consultant will save you money – possibly lots of money

End users - the forgotten foot soldiers of CRM success

End-Users - the forgotten foot-soldiers of CRM success

Too many CRM projects fail and in doing so, the business experiences an overload of wastage – mostly time and money.

Time spent fixing the problems could have been avoided very easily and the money that has walked out the door in lost sales…well…

This leaves the people, from the CEO to the end-user frustrated, confused and frustrated again.

The major reason for the failure particularly after the project goes live is because users do not use the solution.  Users do not use the solution because, to them, its better the devil we know; however, this doesn’t help your organisation move with the fast-paced market that you are in. And as a result your organisation will certainly not be getting the expected return from the business intelligence that the CRM solution is expected to deliver.

If this is you then it is time to ask again what your CRM Solution is meant to do.  What results do you want from it?

Read more: End-Users - the forgotten foot-soldiers of CRM success

Five ways that Microsoft CRM will help a sales manager excel

Five ways that Microsoft Dynamics CRM enables a Sales Manager to excel – (and not a spreadsheet in sight)

Five ways in which the Business Intelligence built into Microsoft CRM will help a Sales Manager to support the sales team.

Most sales managers know the basics about their sales team and the selling process used in their organisation. They know which salespeople are their top, mid and bottom range performers; they know how long a deal takes to come to fruition, the length of the sales cycle, the dollar value of the average deal, and so on.

However,successful sales leadership demands a deeper awareness of what is going on within the sales organisation. Microsoft Dynamics CRM has many ways of helping a Sales Manager get real time Business Intelligence about what is happening within the sales team. In this ebook, I look at five ways that Microsoft Dynamics CRM will help you measure the achievement of your sales team across parameters other than top line sales value. Once you can measure something you can manage it. Until you can measure something you can only make vague changes.

Read more: Five ways that Microsoft Dynamics CRM enables a Sales Manager to excel

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Customers for Life - how effective CRM enables you to create them (and keep them)

Customers for Life – wouldn't they be nice? Find them ,and they just keep on coming back and your business quietly continues and grows – no marketing required. This may sound like a dream, but it does not have to be.

Perhaps surprisingly, we all have the opportunity to create Customers for Life and for making those customers into advocates for you, so as well as not requiring marketing, you can almost do away with sales as these customers become your sales force – unpaid.< /p>

It costs about six or seven times (on average) as much to find a new customer than to keep an existing customer happy. When surveyed most people who have changed supplier state that the reason that they made the change is because they had been forgotten by the previous supplier, or they did not know who their previous supplier for the product or service in question was.

Read more: Customers for Life - how CRM enables you to create them

The choice is not whether you implement CRM, but whether you implement CRM well 

We don’t have a choice about implementing CRM, the choice is how well we implement CRM

Making sense of the dizzying array of opinions over CRM (Customer Relationship Management) and strategies is no easy task for today’s business leaders. Additionally, the asymmetry of perceived success ensures that everyone has heard about failed projects that took years, cost $millions and still did not deliver what had been promised.

So decision makers and business leaders wanting to understand the options and to lead a successful project are faced with a massive challenge.

If you choose to ignore it, you are really consigning your organisation, and people, to delivering a labour intensive, and still probably poor, service to your clients, customers, members, parishioners, students etc.. After all good CRM will manage the process of looking after your customers or clients , bad CRM just gets in the way.

Read more: We don’t have a choice about implementing CRM, the choice is now how well we implement CRM

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Ways to Contact Opsis

Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

We are ready for Dynamics 365 July 2017 (v9) release.  Are you?

Our next Microsoft Dynamics 365 CRM training in Sydney

Opsis training materials are updated to teach you the new features.  All courses available in v9 and v8.

Introduction to Business Intelligence - 6th November

Troubleshooting - 9th November

Configuration - 13th November

Introduction to Automation - 16th November

Opsis Dynamics 365 Training schedule

Opsis also offer training on your site and a range of other Microsoft Dynamics 365 and Microsoft Dynamics CRM training solutions.


Opsis is an expert Microsoft Dynamics 365 CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these.  Our focus is wholly CRM success, with Microsoft Dynamics 365.  We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Our range of Microsoft Dynamics 365 services include CRM strategy, CRM scoping, Dynamics 365 implementation, technical  support and Dynamics 365 training.