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starting out oak seedling 350x233Starting CRM

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.

Questions you might want to ask include:

  • Why do we want a CRM solution?
  • What problems are we hoping to solve?
  • How will we know our CRM implementation is successful?
  • Who will use the CRM system?  How many people? What departments or job roles?
  • Will all the users want the same thing from the CRM, or will different people use it differently?

If you're ready to commit to CRM right now

Opsis recommend a Scoping Workshop which will address these issues and more.  You can also download our scoping workshop materials and run your own workshop yourself.

You could also ask us about:

If you're still researching CRM

check out our blog. The following articles are especially useful when starting out with CRM:

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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

Want more sales?

Find out about 5 features of Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) to help sales managers coach their teams and achieve excellence.

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Training your users

Training is a vital part of your Microsoft Dynamics 365 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 solution, your processes, your data and your needs. Opsis Dynamics 365 end-user training shows your people how to fulfil their roles using your solution.  So the learning transfers directly into your workplace.

Read more on end-user training

We also offer public courses for technical and business team members.

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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.