The first steps of your CRM journey can be daunting. Here's one key piece of advice from Opsis:
Put your business before the technology.
CRM - customer relationship management - means different things to different people. There are hundreds if not thousands of different CRM 'solutions' available - unless you have some idea what you want, there's no way you can choose the right one for you and your organisation. Scoping your CRM requirement is a vital first step.
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check out our blog. The following articles are especially useful when starting out with CRM:
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.