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Seven essential questions to start your CRM journey on the right foot

Understanding that CRM is a serious undertaking that will deliver huge benefits, but is not without significant effort, is key to your CRM journey success.  However, although CRM is simple, it is not easy.  What do you need to know to start your CRM journey on the right foot?  This is where working with people who have a broad experience prior to your project, will pay huge dividends. 

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need to know

This ebook is a CRM Primer for all, which simplifies many of the questions so you can make the right decisions.

After all, you do not know what you do not know – as this blog article shows .

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So how do you work out which kind of CRM solution is right for your growing business?  What are the seven key questions you need to consider?  These are the seven questions, whether your project is being led by an IT focussed person or by a more business focussed person.  Usually, a business focussed person leading the project with genuine support from IT, will deliver the best CRM results - since CRM is not technology, although it does use technology.

  1. What do you need the CRM solution to do for you?
  2. On-premise CRM or cloud CRM?
  3. Which CRM provider should I choose?
  4. What's the best way to compare CRM systems?
  5. Is CRM easy to use? How can I motivate my staff to use a CRM solution?
  6. Do we choose a generic CRM or an industry specific CRM solution?
  7. Is the CRM system configurable to our unique business processes?

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Published by Gill Walker


Who is Gill Walker?

Gill Walker is many things:

  • She is an author who loves spreading knowledge of CRM and specifically Microsoft Dynamics 365 via articles such as this;
  • She is an expert consultant who has been helping her clients with their Microsoft Dynamics 365 (and previously Microsoft Dynamics CRM and Microsoft CRM) challenges since 2002;
  • She is a professional trainer who shares her wide knowledge of Microsoft Dynamics 365 with her training delegates – so they can implement and manage their Microsoft Dynamics 365 more easily and effectively;
  • She is a speaker who shares her knowledge of varied CRM topics with her audiences;
  • She is a troubleshooter – who helps organisations with their sticky problems.

Please feel free to contact her via linked in (https://www.linkedin.com/in/crmconsultant/) or email (This email address is being protected from spambots. You need JavaScript enabled to view it.).


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.