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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Five Must have Tools for Leading CRM Success a one day masterclass

Leading CRM Success - a one-day masterclass

Five Must-have Tools for Leading CRM Success

Leading CRM success needs technical expertise, business knowledge, solution design skills, problem solving skills, communication abilities and the skills required to ensure user adoption combined with the ability to lead the rest of the team - regardless of your formal position.  Many common issues with CRM stem from a lack of understanding of key project aspects like what you already have in your technology, the business, and the methodology of success.  This masterclass will give you more than five tools, tips and techniques to set you up for success.

At the end of this 'Leading CRM Success' masterclass, you will have learnt about:

  • The true business value of CRM and how it may benefit your organisation
  • Establishing the requirements of your CRM project
  • Ensuring the best technical solution for each part of your CRM project
  • Achieving user adoption
  • Establishing your Centre of Excellence – to maintain your success

This masterclass is designed to equip decision makers and their team members with the keys to a successful CRM project, regardless of the selected technology.

Applying the tips and techniques shared in this masterclass will save your investment many times over in time alone! Many common issues with CRM stem from a lack of understanding of key project aspects like what you already have in your technology, the business, and the methodology of success.

If you are still unsure of the value that this masterclass will bring to your CRM, watch the overview video for our public course here

 

This Masterclass is ideal for:

  1. Motivated C-suite Executives who are prepared to invest in their learning to promote their CRM success
  2. People who see themselves leading a CRM project in the future
  3. Technical people who want to understand the bigger picture of CRM projects

 

 Your Masterclass includes

  • One day masterclass
  • Full colour workbook with tools and resources that you can use once back in the office
  • Collaboration with like-minded business associates, and direct feedback
  • Learning new skills to ensure your CRM success
  • Delicious morning coffee, lunch and afternoon tea

 

 

Leading your team CRM Success

Leadership of CRM Success

Leadership of CRM Success requires a plethora of skills.  This masterclass highlights the key issues and helps to set you up for success.

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.