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Recently I sat down with TheBigSmoke to talk about my role at Opsis and other factors that have shaped who I am as the leader of Opsis

TBS MEET A CEO
COMPANY: OPSIS
DATE: 13/12/17

TBS - Hi Gill! You are the CEO of Opsis, a Sydney-based boutique consultancy firm. You’re known as the CRM ‘fix it woman”.  In layman’s terms- what exactly is CRM and why is it so important?

CRM stands for Customer Relationship Management. Customer Record Management is another name, used often when the focus has been more data rather than the relationship between the two sides. CRM has to be seen as a solution and I like to think of it as follows: CRM helps the people who are helping your customers, know what they need to know, when they need to know it, to get on better with your / those clients, throughout the lifetime of the association between you and them.

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CRM is the business processes by which you (and organisation) engage with their customers / clients. It should therefore be more than sales. True CRM supports an organisations sales (from lead generation to receipt of revenue), marketing (online and offline campaigns, directed and non-directed campaigns) and support. It should also generate metrics from all of these which allow better and stronger decision making.

You’re known as the CRM ‘fix it woman” – why is this?

Many CRM projects fail – up to 85%, depending on what you read. I often get called in to help organisations who are getting less than they expected as I can often see how some small changes will deliver great returns.

Opsis specialises in Microsoft Dynamics 365. Many people will be familiar with the product but might not know how they can use it more effectively. How can Opsis help a business which might be struggling? What sort of services do you offer?

Opsis offer a range of consulting and education services. One of the challenges that both clients and implementers face is that the vendors make out that CRM (regardless of the technology selected) is easy. It is simple, when you understand the process, but it is not easy.

A successful CRM implementation requires change management. Adopting the technology fully requires changes in the way many people work. People often feel threatened by these changes so change management is required.

A successful CRM implementation also requires education and training – throughout the project. These will take many forms including:

  • Awareness raising of the project and its aims, so users are not caught unawares
  • Technical training so all members of the technical team understand the potential and the options
  • End user training so all users are confident to use the solution in the way that it was designed. This is essential if the reports and automation are to work as designed

Why should all businesses include a CRM as part of their strategic plan?

All businesses require customers. It is cheaper to look after existing customers than to find new customers. Looking after customers requires management of the supplier - customer relationship. CRM (done correctly) is the tool that makes this easier. QED.

However, while good CRM makes looking after customers easier, bad CRM just gets in the way. Too many implementations are simply bad CRM.

Can you tell us a little about yourself- how you got into this line or work and your background. Have you always worked in IT?

I got into this field by accident. Definitely a case of right result for wrong reasons. My first degree was Experimental Pathology from St Andrews (I am 10% of the total population with this degree!) in Scotland. Following this, I worked in Leukaemia Research in Cardiff, Wales. During this time, I realised my strength in educating, so following this role I did a teaching qualification. After this I was offered a training role with an IT company and then I set up my own training company. Throughout the nineties, I trained pretty much every desktop application for a large number of companies, as desktop PCs were becoming the norm.

Then I was offered a pivotal role – leading the training on two different CRM solutions across Europe for Microsoft. This led to me being headhunted to come to Australia to join a growing consultancy and in 2004 I founded Opsis. Microsoft had recently launched Microsoft CRM, and I saw the opportunity. The rest, as they say, is history.

Perhaps it is my medical background, perhaps my love of learning and education, but I have always felt that client's (which means users) results are what really matter.

What sort of challenges have you faced when it comes to starting and running your own business? How have you overcome these?

The challenges have been many and varied.

Probably the biggest one is the lack of understanding in clients and prospects. This manifests itself in many ways:

  • People not paying because what they get is not what they expect, even when it is exactly what is specified;
  • People making a range of mistakes, including the omission of training from a project, because of the mistaken belief that it is unnecessary – and the consequences of this are rarely accepted as such
  • Another challenge is finding staff who are enough of self-starters to work in a business where I am frequently out with clients, so it has to be results driven, not hours or effort driven.
  • I also have to do a very wide range of tasks, which is both a curse and a blessing

What are some of the things you enjoy most about your work?

  • The wide range of tasks, so every day is completely different;
  • I love mentoring and training, both clients and my own team members;

You’re a proud member of Toastmasters. Can you tell us a little more about Toastmasters and why you are involved?

Toastmasters has been fantastic for me. I joined in 2012, because I saw that I needed to make the jump from training (which I’ve done forever) to speaking. Speaking is a form of education that I see will help me expand Opsis.

However, the benefits that I have gained go far beyond this:

  • I have learnt huge amounts about leading people and dealing with the challenges that that generates.
  • I have had the opportunity and the privilege to work with the District Leadership Team to turn around the club leadership training program. I have set up a new club – Keynoters – which is a Toastmasters club specially for people who want to move into Keynote speaking.
  • I have seen first-hand the benefits of ‘getting with the program’. As various people have said, joining a gym does not get you fit. Committing to the discipline of the regime does get you fit. Yes, I have put a lot into Toastmasters, but I have got so much more out of it. Toastmasters is like that if you get with ‘the program’, you will reap the rewards – both short term and long term.
  • I get the opportunity to practice skills including marketing and speaking in a safe and supportive environment
  • I have met many wonderful people.

 

Published on Opsis' blog 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.).

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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


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.