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ExpertAssist - Fast solutions for your CRM challenges

CRM projects can be complex.  The concepts are simple, but each implementation is unique, tailored to your business and your needs. CRM can be like chess - simple to learn but a lifetime to master. And not all CRM implementations are as straightforward as they could have been - for a variety of reasons. So if something's not running smoothly, it can be hard to pinpoint the issue.

ExpertAssist can be used for specific problem solving, or for ongoing CRM mentoring while you build your own solution.

CRM projects can seem like the little girl - "When she was good, she was very very good. But when she was bad she was horrid".

CRM projects can seem like Henry Longfellow's little girl - "When she was good, she was very good indeed. But when she was bad she was horrid".

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Opsis' ExpertAssist - help and advice with challenging CRM questions and CRM problems with Microsoft Dynamics CRM  

Opsis' ExpertAssist is a great way to get guidance from a CRM expert who has years of experience solving problems just like these, when you're not sure where to start.

ExpertAssist - answers to those challenging CRM questions

ExpertAssist gives you and your team a half day or a full day session with our Lead CRM Consultant, Gill Walker, where you set the agenda.

  • If you want to review your CRM implementation and how it aligns with your strategy and goals, Gill can do that for you.
  • If you want a second opinion, either because you believe that CRM should or could be delivering more, or you want to reassured that you implementation is as good as it can be, or that it is lacking, Gill can do that.
  • If you have issues in one part of your business with configuring specific forms or getting processes to work as you want, Gill will look at those.
  • You may want to do practical hands-on exploration of data querying and reporting options
  • Or you may want CRM mentoring while you develop your own solution.

You might even want a mix of all the above!

Whatever you want, Gill will use her decades of CRM experience to solve your problems.  She'll do it on the spot wherever possible.  Alternatively, you may get guidance on a direction to take, or there may be an issue to investigate and follow up on.  Whatever it takes.  That's the ExpertAssist motto!

If you haven't worked with Opsis before, ExpertAssist is an ideal way to meet us and get immediate benefit from our experience and understanding of CRM.

We also have clients who have run a series of ExpertAssist sessions for different parts of the business to reinforce earlier training on CRM or support the team on how to handle new business needs or scenarios which have arisen since CRM was first implemented.

If you'd like some expert CRM advice to help tackle some of your CRM challenges, contact Opsis today!

ExpertAssist - answers to those challenging CRM questions



Gill has written a story about the seven challenges of DIY CRM - read it here.




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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

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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Contact us

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.