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

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?

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

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