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Welcome to the Wealth of CRM and Dynamics 365 Success e-books from Gill Walker of Opsis

Here, you will find several must-read e-books written for you by our CRM Success Catalyst, Gill Walker, to make your CRM life easier.  They are available at no-charge - absolutely free - just click on the image of each e-book that you want, and we will send you a link for immediate download.

Seven Essential Questions to Start Your CRM Journey on the Right Foot Marketing Automation with  Microsoft Dynamics 365 Choosing between  Microsoft Dynamics CRM   Microsoft Dynamics 365 Online or On Premise   Which is the most appropriate for you Five fundamentals of a foolproof CRM implementation strategy
Seven Essential Questions to Start Your CRM Journey on the Right Foot
(28 pages)
Marketing Automation with Microsoft Dynamics 365
(26 pages)
Choosing Between Microsoft Dynamics 365 Online or On-Premise
(32 pages)
Five Fundamentals of a Foolproof CRM Strategy
(38 pages)
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Why 14pc of CEOs want to junk their CRM and start all over again Five ways that Microsoft Dynamics 365 enables a Sales Manager to excel Structuring the Product Catalogue correctly for your organisation in Microsoft Dynamics 365 Seven Steps to a  successful trial of  Microsoft Dynamics 365
Why 14% of CEOs Want to Junk Their CRM and Start All Over Again
(12 pages)
Five Ways that Microsoft Dynamics 365 Enables a Sales Manager to Excel
(18 pages)

Structuring the Product Catalogue Correctly for your Organisation
(45 pages)

Seven Steps to a Successful Trial of Microsoft Dynamics 365
(12 pages)
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Opsis' approach to any CRM project is ensuring that the organisation benefits from an effective and profitable implementation – regardless of technology.  Our particular focus is Microsoft Dynamics 365 CE, although our approach is valuable regardless of the technology selected.

Gill Walker, the principal of Opsis, and author of these e-books, is known as the CRM Success Catalyst and has an educational approach to CRM implementation rather than licence sales or billable hours.  This educational approach, when followed throughout a project, delivers an implementation that makes the best use of the selected technology, well-trained users - at all levels - and implementers, and so ensures success.

Structuring the Product Catalogue Correctly for your Organisation

Setting Up Your Product Catalogue in Microsoft Dynamics 365

Product Catalogue

Knowing about the Product Catalogue in Dynamics 365, is hugely valuable, as it unleashes a wealth of functionality, such as forecast and revenue calculations, and automation of Opportunities, Quotes, Orders and Invoices.  Getting your product catalogue set up correctly can make the raising of quotes and invoices both quicker and more accurate.

The product catalogue is perhaps one of the most misunderstood and badly used parts of Microsoft Dynamics 365 CE.

 

 

Five Fundamentals of a Foolproof CRM Implementation Strategy

Five fundamentals of a foolproof CRM strategy

A successful CRM system is the key to unlocking superior customer experiences by tying your business together by presenting information to your customer-facing team members and doing some of their routine tasks for them.

That's at least what CRM is supposed to be. Instead, what clients frequently find is that CRM is an expensive white elephant, or perhaps ultimately useful, but less so than expected and at a higher cost.

CRM projects fail at a rate of up to 85% - depending on what you read. These failures cost $15B per year in the US alone.

 

 

Marketing Automation Success with Microsoft Dynamics 365

A review of marketing automation and your marketing options when using Microsoft Dynamics 365

marketing2Customer Relationship Management solutions should give you a full view of how your clients interact with you, usually across your entire organization, from the first contact.  This should include the marketing activity that often is responsible for first finding the prospect, and also for much of the ongoing nurturing both before the initial sale and during the entire lifecycle of the customer. 

Marketing automation makes that so much easier.  This e-book gives you an overview of the main options for marketing automation with Microsoft Dynamics 365 - including Dynamics 365 for Marketing, ClickDimensions, PowerObjects Power Pack, Adobe Marketing Cloud and HubSpot.

Marketing automation software indicates to you when a prospect’s timing is changing - to your advantage.

This e-book is for you – if you are using, or thinking of using, Microsoft Dynamics 365 and want more success from your marketing! It explains marketing automation and distils the options for you.

 

 

Seven Steps to a Successful Trial of Microsoft Dynamics 365 CE

seven Steps pebbles

If you are planning on exploring whether Microsoft Dynamics 365 CE is the right CRM solution for you, you are in the right place.

Without a doubt, a trial of any software is an essential step towards gaining confidence that it is a possible solution for you.  But there are good ways and less good ways to carry out that trial.  We see so many trials that deliver very little.  Yet, with a little planning, you can get a very good idea of just how well Microsoft Dynamics 365 will solve problems for you - how it will speed up your repetitive processes, how it will give you that all-around 360-degree view of customers, and how it will deliver you the metrics from across your business.

However, many people find that once they have set up a trial, it is more complicated than they anticipated.  They have managed to navigate through the trial creation process, but still, there is more to Microsoft Dynamics 365 than they had realised.

If this sounds familiar, follow these seven simple steps to ensure your trial is successful.

 

 

Seven Essential Questions to Start Your CRM Journey on the Right Foot

Understanding that CRM is a serious undertaking that will deliver huge benefits, but is not without significant effort, is key to your CRM journey success.  However, although CRM is simple, it is not easy.  What do you need to know to start your CRM journey on the right foot?  This is where working with people who have broad experience prior to your project will pay huge dividends. 

What do I need to know?

This e-book is a CRM Primer for all, which simplifies many of the questions so you can make the right decisions.

After all, you do not know what you do not know – as this blog article shows.

So how do you work out which kind of CRM solution is right for your growing business?  What are the seven key questions you need to consider? 

 

 

Why 14% of CEOs Want to Junk Their CRM and Start All Over Again

According to Gartner, 63% of CRM implementation projects fail to deliver on their investment.

crm project failure

Many organisations report that CRM systems need to be re-implemented three times or more just to get it right!

And…

14% of CEOs want to junk their CRM platform and start again! From our experience rescuing implementations and projects, we’re surprised it’s not higher.

 

 

Why do so many CRM projects fail so badly?

Microsoft Dynamics 365 Online or On-Premise? Which is the most appropriate for you?

Deciding between Dynamics 365 on-prem or Dynamics 365 online, by Gill Walker

Deciding whether to select Microsoft Dynamics 365 Online or On-Premise is probably one of the most important technical decisions in your Microsoft Dynamics 365 project.  And, it is not as simple as deciding how much involvement you want your IT team to have, or how much time your IT team has.  And neither does because you need access from outside the office mean that you have to have Microsoft Dynamics 365 Online, nor does because your data must be kept secure mean that you have to have on Microsoft Dynamics 365 premise.

And Microsoft Dynamics 365 Online is NOT the only way to get a Cloud solution of Microsoft Dynamics 365.

Microsoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications.  This article applies to CRM functionality within Microsoft Dynamics 365 and to older versions of Microsoft Dynamics CRM.

 

 

Five Ways that Microsoft Dynamics 365 Enables a Sales Manager to Excel (and not a spreadsheet in sight)

Five ways in which the Business Intelligence built into Microsoft CRM will help a Sales Manager to support the sales team.

Five ways that Microsoft CRM will help a sales manager excel

Most sales managers know the basics about their sales team and the selling process used in their organisation. They know which salespeople are their top, mid and bottom range performers; they know how long a deal takes to come to fruition, the length of the sales cycle, the dollar value of the average deal, and so on.

However, successful sales leadership demands a deeper awareness of what is going on within the sales organisation. Microsoft Dynamics 365 has many ways of helping a Sales Manager get real-time Business Intelligence about what is happening within the sales team. In this ebook, I look at five ways that Microsoft Dynamics 365 will help you measure the achievement of your sales team across parameters other than top-line sales value. Once you can measure something, you can manage it. Until you can measure something, you can only make vague changes.

 

 

Summon the CRM Success Catalyst on:

Phone: +61(2) 8212 3480

Email: opsisinfo(at)opsis.com.au

Postal Address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1A, 993 Pacific Highway,
Pymble, NSW 2073

Click here 
for a complimentary chat


Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.