Gill Walker's musings about the CRM success challenges that affect many of our CRM projects
Gill has been writing about CRM, CRM Success, Microsoft Dynamics 365, ClickDimensions for many years, and now Microsoft Power Apps, Power Platform and the CoE Starter Kit. More recently, she has recorded these musings as vlogs, which she shares here. Her passion is helping with your CRM success - enable you to avoid the myriad of challenges that may affect your project.
Gill is passionate about boosting the skill level of people involved in CRM projects - she has too much first hand experience of how this lacking of understanding leads directly to project failure - and personal pain.
We would love to hear your questions - email us on This email address is being protected from spambots. You need JavaScript enabled to view it. with your questions. We look forward to hearing from you and to responding to your CRM success questions.
Do you want to ensure that your CRM project stays at least close to your planned budget?
To avoid a project, CRM or non-CRM, budget blowout - focus on Understanding.
This is a true story.
- A client, badly misadvised by their trusted partner
- Thousands of dollars wasted
- Thousands of hours of effort wasted
- All because understanding was missing
CRM projects are rarely found to be easy. Budget blowout - and sometimes massive blowout - is surprisingly common.
Read more: Avoid a CRM Project Budget Blowout - Focus on Understanding
Gill Walker presents "All Roads Lead to Rome - Understanding is Key in Successful CRM"
Rome - the place where a civilisation came to an end, where an empire fell over, and where the Dark Ages began - represents failure in your CRM project.
When a lack of understanding exists somewhere in your CRM project, the path will lead you to CRM failure. As the idiom goes, "All roads lead to Rome" - as with 85% of CRM and ERP projects that were deemed failed.
Read more: All Roads Lead to Rome: Understanding Is Key in Successful CRM
What to Expect in Microsoft Dynamics 365 CE Release Wave One 2021
In this video, Gill Walker gives you a rapid-fire overview of the changes coming to Microsoft Dynamics 365 CE Release Wave One 2021. She highlights what you should expect to change as release wave one comes to an environment near you!
Watch the complete presentation of What to Expect in Dynamics 365 CE Release Wave One 2021
Achieving Success in Microsoft Dynamics 365 exams
In just under ten months during 2020, Gill Walker passed four Microsoft Certified Professional Microsoft Dynamics 365 exams and developed a technique to ensure that you have revised everything necessary for the exam. In this video she shares this technique, which has delivered her success in four out four exams. If achieving success in Microsoft Dynamics 365 exams is one of your goals, watch this presentations TODAY!
Given the importance that Microsoft is placing on people gaining certifications and not just gaining the certifications, but really gaining the skills, knowledge and understanding, this video provides real tips for you and your team members.
Although this video focusses on Dynamics 365 exams, much of the content is relevant to all Microsoft exams - and perhaps even more broadly.
If you have any questions, or would like some assistance with your own, or your team members, exam success, please reach out to Gill on 02 82 1234 80 or book a time for complimentary chat on https://calendly.com/opsis/30min .
Read more: Achieving Success in Microsoft Dynamics 365 Exams
Don’t let COVID-19 derail your CRM project
The world has changed – almost overnight. Your team, are now working from home - for many people, this is a novelty experience and some may be struggling to keep everything on track.
In this video, I suggest three things which will keep your CRM implementation project on track.
Transcript of "Don't let COVID-19 derail your CRM project" - for those who prefer to read
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Why Opsis - for your CRM success?
Opsis is all about the simplicity, security and success of your CRM with Microsoft Dynamics 365 and Power Platform.
Hello, I'm Gill Walker, the Principal CRM Success Catalyst at Opsis and creator of SuccessRM - your blueprint for CRM success. My commitment is your success with Microsoft Dynamics 365 and Microsoft Power Platform.
CRM success delivers business success.
My knowledge and experience are available to you, however you need it.
I am:
- a speaker at conferences and networking events
- 2023 Business Applications MVP (Microsoft Most Valuable Professional)
- a Microsoft Certified Trainer (MCT)
- a Microsoft Certified Professional with many awards including
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- Microsoft Dynamics 365 Sales Functional Consultant Associate
- Microsoft Dynamics 365 Customer Service Functional Consultant Associate
- Microsoft Dynamics 365 Power Platform App Maker Associate
- Microsoft Dynamics 365 / Power Platform Solution Architect.
- a ClickDimensions Certified Consultant
- the Influential Business Woman of the Year 2021 Educator of the Year
- the Influential Business Woman of the Year 2022 Most Trusted CRM Consultant
- the Influential Business Woman of the Year 2023 Most Trusted CRM Consultant
- Thinkers360 Thought Leader and Influencer for CRM
- Toastmaster since 2012 and DTM (Distinguished Toastmaster) since 2020
- Longtime member and 2021 Chapter President of Professional Speakers Australia (NSW).
Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, 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. Gill is the creator of SuccessRM - your blueprint for CRM success. We offer:
- Strategy for your successful CRM
- Microsoft Dynamics 365 and Power Platform
- scoping
- implementation
- technical support
- training
- consulting, advice and guidance
- assistance with your centre of excellence
- Mentoring for CIOs and other decision makers tasked with implementing CRM.
Opsis is about Microsoft Dynamics 365 success - your success. When the buck stops with you, you have to get your Dynamics 365 working, your users happy, or the correct reports, speak to Opsis.
