Opportunity comes from the new features, functions and capabilities in every upgrade. At least some of these are likely to be applicable to your business. They may make processes more efficient, provide information more easily or enable totally new functionality.
Risk comes from a range of factors:
On the other hand, if you don’t upgrade, you will eventually find yourself with an unsupported version of CRM – which presents another kind of risk. Plus, your system capability will fall behind industry standard, so it will be hard to maintain competitiveness. Upgrades can sometimes be delayed, but they can’t be avoided. Your best option is to prepare and plan before you upgrade.
With Microsoft planning new functionality at least once a year, usually twice and major functionality once a year, keeping your team up to date can be challenging.
In an upgrade readiness workshop from Opsis, our experienced consultants work with your own CRM system to explore the impacts of the upgrade. We take away the uncertainty, so that you can plan and deliver a smooth upgrade. An upgrade which not only keeps your business running but makes it run better.
Schedule an upgrade readiness workshop with Opsis and you can experience the upgrade before it actually happens. The workshop takes half a day of your time and includes:
Contact Opsis to schedule a time for the review part of the workshop.
Please note we will also need access to your CRM system in advance to prepare your test upgrade.
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.