Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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Don’t let COVID-19 derail your CRM project

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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

The world has changed – almost overnight. Your team, who are likely used to meeting each other face to face on a daily basis, are now working from home - for many people, this is a novelty experience and some may be struggling to maintain their focus and keep everything on track.

Here are three things that you can readily do in our current working environment – which will keep your CRM implementation project on track

  • Training - Training can be run virtually, almost as effectively as in-person. COVID-19 is a fantastic opportunity to extend your team's understanding of CRM so they can ensure that your CRM arises more robust than it was at the beginning of this year.
  • Scoping and Solution design – once your team have a broader understanding of what your CRM technology offers to them, and to your organisation, this is a golden time to work together on scoping and solution design. Preceding your scoping with some education about what the technology provides – before it is configured – is hugely valuable. It avoids an agile project morphing into a fragile project – over budget and failing to deliver.
  • Testing – it is surprisingly easy to run testing virtually. Test scripts can easily be shared and people can test from wherever they are.

I hope that these three ideas create opportunities for you to strengthen your CRM.

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. 

Gill Walker - Dynamics 365 trainer (MCT) and CRM Success Catalyst

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
    • 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). 

Gill Walker's showreel QR code


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.