CRM Success Catalyst

CRM Success Catalyst - Gill Walker

 

Call us now on
+61 2 82 1234 80

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.

If you want to ensure that your CRM project budget stays close to your planned budget, rather than falling victim to budget blowout - focus on understanding.  Ensure that you have people in your internal team who understand

  • Project Methodology
  • The selected technology
  • Your business

Every member of your team should understand at least one of these three factors, and ideally, you have some people who are across all of them.  This is how you avoid the 'lost in translation' effect as requirements (or desires) pass from the business to the implementation team.  It is a sound investment to upskill team members in any of these areas where they are lacking.

While this story focusses on a CRM client of mine, much of the content is applicable to non-CRM projects.

The Mystery of CRM Success - Unpacked

YouTube

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 team, 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.

  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  • 1

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: