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The launchpad to your CRM success
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CRM Upgrades are a mixture of risk and opportunity.

Opportunity comes from the new features, functions and capabilities in every upgrade. At least some of these are likely to be applicable to your business. They may make processes more efficient, provide information more easily or enable totally new functionality.

Risk comes from a range of factors:

  • Existing customisations may not upgrade smoothly
  • Changes to the CRM solution – especially interface changes – may confuse staff
  • Third party integrations may not be supported
  • You may need to upgrade hardware and other infrastructure

On the other hand, if you don’t upgrade, you will eventually find yourself with an unsupported version of CRM – which presents another kind of risk. Plus, your system capability will fall behind industry standard, so it will be hard to maintain competitiveness. Upgrades can sometimes be delayed, but they can’t be avoided. Your best option is to prepare and plan before you upgrade.

With Microsoft planning new functionality at least once a year, usually twice and major functionality once a year, keeping your team up to date can be challenging.

Read our Top tips for a successful CRM upgrade on our blogtips for a successful CRM upgrade on our blog .

CRM Upgrade readiness workshop

In an upgrade readiness workshop from Opsis, our experienced consultants work with your own CRM system to explore the impacts of the upgrade. We take away the uncertainty, so that you can plan and deliver a smooth upgrade. An upgrade which not only keeps your business running but makes it run better.

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Schedule an upgrade readiness workshop with Opsis and you can experience the upgrade before it actually happens. The workshop takes half a day of your time and includes:

  • A test upgrade of your own CRM system, including all customisations.
  • Demonstration of the new system to key business decision makers and users, so you can gauge reaction to interface changes and new functionality.
  • Review and analysis of your environment to it confirm it is appropriately supported.
  • Analysis of the new functionality and how it intersects with your business needs. We help you identify what makes sense for you and how best to take advantage of it.
  • A review of your training requirements and options to ensure your actual upgrade is stress free.

Contact Opsis to schedule a time for the review part of the workshop.

Please note we will also need access to your CRM system in advance to prepare your test upgrade.

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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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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.