A selection of Opsis clients, past and present
Gill Walker of Opsis will unpack the mystery of CRM Success for you. Gill shows you why CRM projects can be made so complicated and give you the key aspects to include in your CRM project planning. She explains who are the people whom you need on your CRM bus, why scoping is so important - even in this world of agile - and how to ensure that you include all the necessary education. Without a doubt, this improves your CRM usage and hence your return on investment - and return on effort.
If you would like to boost your CRM Success, call us today on 02 82 1234 80.
Do you see that you are not getting as much return from your Microsoft Dynamics 365 as you expected? If this is you, contact Opsis - Gill is always happy to help.
Opsis solves complex problems within Microsoft Dynamics 365 CE and ClickDimensions, challenges which often lead to user adoption issues. If you are a decision-maker tasked with making CRM successful, Gill will help. Gill Walker is a trainer, speaker, consultant, project manager & vendor manager with deep expertise in Microsoft Dynamics 365.
While we have plenty of success stories from working with our clients to streamline business processes and reduce their costs with customer engagement projects - we have been part of over 200 successful CRM projects, from the birth of Microsoft CRM in 2003 until PowerPlatform today - our real strength is in our Education - training, speaking, mentoring - troubleshooting and problem-solving services. Everything we do is to help you get more success.
Why CRM projects fail and how you can make your CRM project successful In 2017, CIO magazine reported that around one-third of all CRM (customer relationship management) projects fail. That report was not original research, but an average of a dozen analyst reports. The numbers in those reports ranged from failure rates between 18% and 69%. However, when I talk with my clients, I get a very different story. Many of my clients come to me because they are less than happy with their implementation. When I talk to these clients to find out more about their dissatisfaction, the reasons given…Read More
Why do small / ALL business need a CRM solution? The short answer to this is because all businesses need customers (or clients). However, we are all human and therefore fallible. So we need some support to make this happen continuously and successfully. What is CRM? There are many answers to this question, but perhaps what is most important is to remember that CRM is far more than technology. In fact, although technology usually forms part of a CRM solution, it is never all of it. I like this model of CRM as it reminds us that CRM is about people…Read More
What do the current and upcoming changes to Dynamics 365 CE mean to our implementations? Recently I had to explain the changes – both the upcoming changes and the recent changes – to a prospect who is not a Dynamics 365 user and has limited familiarity with it. While the changes cannot and must not be ignored, they do only affect certain aspects of the product. If we use the analogy of home renovations, we could describe the changes as follows:Read More
Microsoft Dynamics 365 2020 update Wave Two is rapidly approaching. What does it entail and will you be ready? The next update to Microsoft Dynamics 365 Online will be here in a few weeks. Between now and it arrives in your production system – which will happen automatically – you have a chance to ensure that it rolls out to your users smoothly. This is a brief overview document with links to Microsoft documentation where you can find more details. What is included in the 2020 Wave Two update? This release includes updates to most of the Dynamics 365 family. However, in…Read More
How to ensure a fantastic result in your CRM project Getting a poor result in a CRM – or in fact in pretty much any technology – implementation must be pretty easy. After all, a large proportion – up to 85%!! - of projects are deemed to fail. I have written and spoken about his failure rate elsewhere. Getting a fantastic result in your CRM project, however, is also not hard. However, achieving that fantasitc result may require some changes in your thinking and perhaps your plans. The two major parts to the project are the strategy and the implementation. If you want a…Read More