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Gill Walker CRM Success Catalyst - Speaker-Educator-Mentor-Trainer–Troubleshooter–Project Manager In Person & Online Available Globally

Birthday Cakes and Extensions - Leading the Implementation of New Technology

In "Birthday Cakes and Extensions", Deb Coviello - The Drop In CEO - and Gill Walker discuss an approach to software implementation that takes ideas from every day life and uses them to make your software implementation easier, quicker, and cheaper than many projects are today.  Click on the button below to listen to our conversation.

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Listen to the podcast here
"Birthday Cakes and Extensions"

Gill uses the analogy of a birthday cake, and the options that you select to personalise it, to highlight how some changes to the standard functonality of a CRM technology, may sound good, but are simply not sensible, practical or cost effective for your project.  Identifying these changes can save you lots of time and potentially thousands of dollars - in implementation time and ongoing support.  There is always a choice between putting the intelligence of a solution into the system or into the users.  However, a technology like Microsoft Dynamics 365 is used by thousands of organisations, so it does largely have workflows which work.  If you find yourself having to make major changes to how the systems work, perhaps you should ask why your business, or your business processes need to be so different from ones which largely work for thousands of other organisations.

None of us were born knowing how to use a CRM, or any other technology.  Perhaps, rather than bending and twisting Dynamics 365, providing your users with training that shows them both the processes and why they are designed in the way that they are would give you a better solution and fewer problems later on.

If you would like to talk to Gill about her supporting you or your organisation, or speaking at your event, please contact us via This email address is being protected from spambots. You need JavaScript enabled to view it. or arrange a coffee catch up with Gill here https://calendly.com/opsis/coffee_w_gill .

Why Opsis?

Opsis is all about the clarity, security, and success of your Microsoft Dynamics 365. 

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

Hello, I'm Gill Walker, the Principal of Opsis.  My commitment is your success with Microsoft Dynamics 365.

My knowledge and experience are available to you through education, consulting, training your people, and speaking at conferences and other events.  I speak and train in person and virtually / online. 

I am a Microsoft Certified Trainer (MCT) and the President of the NSW chapter of Professional Speakers Australia (PSA).  I have been a Professional Member of PSA for several years.  I am a Microsoft Certified Professional and I hold the Microsoft Dynamics 365 Sales Functional Consultant Associate, the Microsoft Dynamics 365 Customer Service Functional Consultant Associate, and the Microsoft Dynamics 365 / Power Platform Solution Architect awards. I am also a ClickDimensions Certified Consultant.

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Five fundamentals of a foolproof CRM implementation strategy by Gill Walker

Five Fundamentals of a Foolproof CRM Strategy

To download our e-book, "Five Fundamentals of a Foolproof CRM strategy", click on this button:

The Mystery of CRM Success - Unpacked

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