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The launchpad to your CRM success
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Why Opsis?

Why should you use Opsis for your CRM project?

Opsis is Sydney's only Microsoft Dynamics CRM consultancy with over a dozen years dedicated to Microsoft Dynamics CRM excellence.  CRM is all that we do - it is not a side line to server management, to desktop support, to ERP products or to other management or business consultancy.  We live CRM - for all businesses - large or small, private enterprise, public or government and certainly for you.

As a boutique CRM consultancy you get from Opsis:

  • The same people working on our project - unlike the larger consultancies we do not have one team to do the sales and another to do the actual work; the owners and partners - work on your project ie you get the whole pond not the small fish.
  • Our expertise and time regardless of the budget of your project - unlike the larger consultancies we can focus on you and your project regardless of the size of your budget - larger consultancies are forced to favour those clients with multi-million budgets, but where does that leave you if your budget can’t compete?
  • Smaller bills - it pretty obvious; big consultancies have big overheads. If big shop prestige is still important to you, you’ll be happy to pay considerably more than you need to. If not...

As a small consultancy we have no cumbersome hierarchy or multinational mumbo jumbo, things just get done. We are independent and therefore agile, which leads to a refreshingly entrepreneurial approach and the ability to leap when you have a need.

If you work with Opsis you will get a CRM solution, based on the award-winning Microsoft Dynamics CRM, that really maximises on the best-practice out of the box features.  We show you how you can benefit from Microsoft CRM standard features first, rather than treating Microsoft CRM as a development platform.  We only use customisation once we have ensured that out of the box features or configuration do not meet your requirements.  This is equivalent to decorating a house to suit your tastes vs a major knock down and rebuild.  Many of our competitors prefer the rebuild, and sometimes just because they can.

Working with Opsis will give you a smoother sales process, better understanding of your hard-earned CRM data and particularly happier more confident users.

How Opsis helps with CRM

Opsis offers a wide range of CRM solutions and services encompassing consulting, for first time deployments or later, support to keep your solution running smoothly, training so your users can get the most out of your investment and of course, implementations.

AboutOpsisThe team at Opsis will work with you, as a partner, rather than just as a supplier.  Every CRM project is different, both in what it is trying to achieve for the business and how you want to work.  We will work to your timeframes and to your budget.

Opsis is a friendly, Sydney based, boutique, business consultancy which focusses on CRM - technically we focus on the world-leading Microsoft Dynamics CRM, but we do a lot more than a technical implementation.  We are very human - with Opsis you will always know the person who is looking after your project.  We pride ourselves on being one of the leaders in Microsoft Dynamics CRM and we have delivered innovative solutions for many clients. We are not an IT company, although we will work with your IT experts to ensure that your CRM implementation works for you.

If you are looking for a CRM solution expert organisation with experienced Microsoft CRM consultants to help you get the CRM solution that you want, then look no further.

We help you, your key personnel and your company understand how your customers or clients want to buy so that you can maximise your relationship as a supplier with them. We do this by working with you to implement business processes and technology to support your clients on their buyer's journey.  This ensures that you and your team are able to give superlative service to your clients and prospects and everyone can access the information that enables you to give that level of service easily.

We work with clients in Sydney, across New South Wales and further afield.  We will work with you whether you are new to CRM, or you have already deployed CRM and are looking for some improvements or extensions.  We also offer CRM support, CRM upgrades, and CRM training - even if your original project was done by someone else.

We work with Microsoft Dynamics CRM hosted in our data centre here in Sydney, CRM Online and on-premises CRM.  We work with all versions of CRM from Microsoft Dynamics CRM v3 to Microsoft Dynamics CRM 2016.  (Our principal consultant cut her teeth on Microsoft CRM v1.0, which did not even get released in Australia!!)

Benefits of choosing Opsis for your CRM project: Our Approach

Every business is different! At Opsis we truly understand this. We do not try to give you the implementation that worked for our last client, nor do we force you to be something that you are not. At Opsis we take the time to understand your business; then we deliver a solution comprising the appropriate parts from consultancy, implementation, training, testing, software, hardware and hosting which works with and for you.

But, unlike many of our competitors, we look to avoid large amounts of customisation.  We take a configure first, then customise, approach so you are not paying for massive changes to Microsoft Dynamics CRM.  Microsoft CRM, is built on best practice and we do not believe in breaking that, but in augmenting it to meet your needs. 

With Opsis you get the experience of our consultants who have worked in CRM projects of all sizes and in many industries. We deliver a solution which amplifies your sales, and marketing results while helping the people on the ground, but still delivering the reporting that management want and regard as a measure of a successful project.

An extensive understanding of your business and especially business processes is required to identify the areas where the best rewards will be found, given the nature of the business issue and the capabilities and costs of the solution. Here we use our business analysts who have worked on CRM projects in many industries to scope out a solution to your requirements which can be implemented quickly and safely to maximise the ROI.

Once we have scoped out your solution, we produce a project plan which details the customisation, workflow processes, configuration, testing, user and administrative training required. The final stage of any project is the post go-live support where we work with you to ensure that the change to your organisation is a smooth transition. We will work either on your behalf to implement the solution, or we will project manage the implementation, but work with your staff doing much of the implementation work. Because of this detailed scoping exercise and project plan, we are able to work to a fixed price for your implementation.

Complex as this may sound, the multi-disciplined skills of our team can often distil projects that might take months for others into a few weeks, providing a superior solution at lower cost.

Our expertise means that you are given a price for your requirements at the beginning of your project.  And this is a price for your requirements, not a price per day or hour for a person.  If you need additional requirements, we give you a price for those before we start work.  With Opsis running your Microsoft Dynamics CRM project, there is no bill-shock.

Business Processes

Opsis have a unique workshopping approach to scoping an implementation, which means that you and your organisation get the chance to revise your business processes ready for the new system(s) being implemented. This scoping workshop highlights all the data that needs to be captured, and the processes that work with this data. Working with you on your business processes allows us to have a holistic view of your business and so to implement a solution which works right across your organisation.

Experience

Our staff members include Business Analysts, Developers, Implementers and Trainers all of whom have years of experience in CRM systems including MS CRM from Microsoft CRM v1, through to Microsoft Dynamics CRM 2015, Clarify and Seibel.  We have successfully designed, implemented and supported CRM solutions across businesses of all sizes and government sectors of the economy in Australia and Europe.

Skills

A successful CRM implementation requires far more than a deep technical knowledge of products being deployed.  It requires a team who can map the standard functionality to the requirements of the organisation and can communicate this to all the different people involved.  Then, the implementation has to be done, quickly and efficiently, your legacy data needs to be brought in and your users must be trained.  And all of this should be done in way that allows you to start using Microsoft Dynamics CRM as soon as possible.

No longer is CRM the exclusive province of the largest organisations with budgets to match. Opsis understand this and will implement CRM for you and within your budget.

We make our clients successful by bringing their customers' requirements to the core of the organisation.

A brief history of Opsis

Opsis was founded in 2004 by Gill Walker. Gill was one of the first people in Australia to be working with Microsoft CRM and had worked with the pre-release versions of Microsoft CRM before Microsoft released the first version into the Australian market.

Before setting up Opsis she had worked with other CRM products including Clarify and Seibel for a range of companies including Microsoft (EMEA), Reliance Infocom (Mumbai) and Celcom (Kuala Lumpur) as well as many smaller companies and some government agencies in a number of countries. These 15+ years of working with organisations of different sizes has given her a wide perspective of how businesses function and when you partner with Opsis she brings this range of experience to your project.

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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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CRM Not Performing?

Sometimes it's hard to diagnose the root cause of an issue.  Why not get some help from the experts? Find out more about the Opsis CRM Health Check.

Training your users

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

Read more on end-user training

We also offer public courses for technical and business specialists.

Book public training courses

Work your CRM, not your team!

This white paper lists 42 common enhancements Opsis clients use to get more from CRM.

How many of them could improve your processes and your results?

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Add Marketing Muscle to your CRM

  • Track website visitors
  • Create lead forms and landing pages with no need to code
  • Easy email marketing, including autoresponders, newsletters and complex lead nurture campaigns

All seamlessly integrated into your CRM, so Sales and Marketing can truly work together.  Find out more...

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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.