You have Microsoft Dynamics 365 / Microsoft Dynamics CRM. But it is not delivering as you expected, perhaps as your consultant led you to believe? Users complain that it is slow, or that they have to enter the same data many times, or that they cannot find the information that they need to help your customers.
If this sounds like you, you’ll love our CRM Healthcheck! It’s the perfect tonic when your Microsoft Dynamics 365 isn’t delivering fully for you, your team or your business.
In life, we all start out with different bodies. Yes, we all have a heart, blood, lungs and limbs, but they are all subtly different. And we all have different lifestyles and different goals, plus our own unique circumstances which change over time. If you're really serious about your wellbeing, a personalised health check is essential to spot any problems and work out what solutions are best for you.
It's just the same for your business-critical CRM processes and systems.
CRM implementations all start out unique. They change over time, and as your business changes, you want them to do different things. So it’s hardly surprising that many don’t perform nearly as well as they could.
The Opsis Microsoft Dynamics CRM Healthcheck is designed to fix that!
In the Opsis CRM Healthcheck we look at your business goals, your client interactions, your processes, and the information you use to track performance. Then we look at your CRM and develop tailored recommendations for getting more value out of your CRM investment.
"Gill's knowledge of the Microsoft CRM product was excellent and her recommendations allowed us to come up with practical ways of adapting the product to meet our unique requirements. We are now able to complete client proposals in an average of 30-40 minutes, a process that used to take anywhere up to 2 hours previously."
Wal Williams - Sales Manager - Ico
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.