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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Never let a good crisis go to waste - turn the COVID-19 crisis into opportunities for your CRM

Winston Churchill - 'Never let a good crisis go to waste'

Take Winston Churchill's advice and turn this COVID-19 crisis into opportunities for improving your CRM project - while your team thrive at home.

Transcript of "Never let a good crisis go to waste - turn the COVID-19 crisis into opportunities for your CRM" - for those who prefer to read

We are currently living through very interesting times with the COVID-19 crisis, forcing large chunks of our workforce to work from home.  But this crisis creates opportunities for your CRM project; opportunities that might not be possible during normal times, opportunities that will allow your CRM usage to emerge from COVID 19 crisis stronger than it went in.

I am Gill Walker, CRM Success Catalyst from Opsis, and I'd like to show you how you can turn this time into an opportunity to achieve some CRM success.

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 usage arises more robust than it was at the beginning of this year.

  • Take this opportunity to extend your team's knowledge of the standard functionality of your CRM. This enables them to make helpful suggestions to extend CRM, for further benefits;
  • Deliver training so your users can leverage CRM to communicate and share data (insights) while working from home. Dynamics 365 works very well with Microsoft Teams, and other technologies also work with Microsoft Teams or other video conferencing technologies;
  • Help your executives use dashboards to visualise and understand what is happening in the business during the COVID-19 crisis.  This saves huge amounts of time, previously spent circulating and managing the documents required to keep on top of your sales and opportunities

Take Winston Churchill's advice and use this COVID-19 crisis to create opportunities for you to strengthen your CRM.

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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.