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CRM Healthcheck - get your Microsoft Dynamics 365 firing on all cylinders

You have Microsoft Dynamics 365 / Microsoft Dynamics CRM.  But it is not delivering as you expected, perhaps as your consultant led you to believe?  Users complain that it is slow, or that they have to enter the same data many times, or that they cannot find the information that they need to help your customers.

If this sounds like you, you’ll love our CRM Healthcheck! It’s the perfect tonic when your Microsoft Dynamics 365 isn’t delivering fully for you, your team or your business.

crm healthcheckIn life, we all start out with different bodies. Yes, we all have a heart, blood, lungs and limbs, but they are all subtly different. And we all have different lifestyles and different goals, plus our own unique circumstances which change over time.  If you're really serious about your wellbeing, a personalised health check is essential to spot any problems and work out what solutions are best for you.

It's just the same for your business-critical CRM processes and systems.

CRM implementations all start out unique. They change over time, and as your business changes, you want them to do different things. So it’s hardly surprising that many don’t perform nearly as well as they could.

The Opsis Microsoft Dynamics CRM Healthcheck is designed to fix that!

In the Opsis CRM Healthcheck we look at your business goals, your client interactions, your processes, and the information you use to track performance. Then we look at your CRM and develop tailored recommendations for getting more value out of your CRM investment.

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 "Gill's knowledge of the Microsoft CRM product was excellent and her recommendations allowed us to come up with practical ways of adapting the product to meet our unique requirements. We are now able to complete client proposals in an average of 30-40 minutes, a process that used to take anywhere up to 2 hours previously."

Wal Williams - Sales Manager - Ico

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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

Training your users

Training is a vital part of your CRM project - so you need to get it right.  It might even be the key part of your user adoption and hence project success.

Opsis end-user training is tailored to your CRM, your processes, your data and your needs. Opsis CRM end-user training shows your people how to fulfil their roles using your CRM.  So the learning transfers directly into your workplace.

Read more on end-user training

We also offer public courses for technical and business specialists.

Book public training courses

Work your CRM, not your team!

This white paper lists 42 common enhancements Opsis clients use to get more from CRM.

How many of them could improve your processes and your results?

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Contact us

Opsis is an expert 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, and particularly Microsoft Dynamics CRM.  We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Our range of CRM services include CRM strategy, CRM scoping, CRM implementation, technical  support and CRM training.