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How much is information is leaking from your business costing you?

Information loss can bring an organisation to its knees - the cost of recovery may be so massive.  No organisation is immune to information loss.  However you can minimise both the amount of information loss that is happening and the potential consequences of that loss, if you have processes that manage your information.  A CRM solution is likely to be a big part of this for your customer sales and prospect information.

Information loss tends to fall into two categories.  There is the slow, steady information loss which occurs because people forget things that they believe that they will remember, and the sudden relatively large loss of information that usually occurs when a person who has kept their information in some sort of personal store leaves the organisation.

Having CRM processes that are easy to follow protects you and your organisation from both of these risks.

The CRM processes must be designed so that they:

  • are easy, straightforward and logical for the users to use
  • provide the information needed by all users of the solution, both day to day users of CRM, and the users of the consolidated information that the system should deliver.
Achieving this sort of processes requires that both technical and business people are involved in the scoping of the CRM solution.  For more information on how we recommend that you approach your CRM scoping please look at our scoping workshop . find out more scoping workshop

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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

Contact us

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.