Achieving the ROI (Return on Investment) of CRM: Your Blueprint for Success

In today's fast-paced digital world, a well-implemented CRM isn't just a tool—it's the key to unlocking growth for your organisation. The return on investment (ROI) for your CRM implementation can be massive - some companies manage up to a 10x return. But how do you ensure your CRM delivers the maximum impact? The answer lies in understanding the core elements that create ROI:

• software,
• partner, 
• user adoption

Why ROI Matters

The ROI on your CRM implementation isn't just a number; it's a reflection of how well CRM has integrated into your business operations. It's about more than just money; it's about the effectiveness of your sales team, the productivity of your employees, and the overall cost-effectiveness of your CRM solution. When done right, a CRM can revolutionize how you do business, leading to improved customer relationships, streamlined processes, and a significant boost in revenue.

Three keys to keeping CRM projects on time (and within budget)

Are you responsible for delivering Microsoft Dynamics 365 projects on time – and frustrated by how often they go over time or / and over budget?

Perhaps you wonder why overruns happen?

Maybe you’d like to prevent budget explosions happening.

If so, you're not alone. After two decades of assisting organisations with CRM implementations, I've witnessed these challenges far too frequently. But fear not, there are ways to mitigate these issues and ensure your project's success.

A blinding flash of the obvious - an Opsis Dynamics 365 health check may make your life with CRM far more comfortable

We marvelled at the view of the Captain James Cook Memorial fountain from Mt Ainslie, then decided to get up close and personal. When we got close, we really felt the spray from the fountain – we ended up damp from the water vapor 🚿 and truly shivering in the cold 🥶.

On Mt Ainslie, the trees provided shelter. But down by Lake Burley Griffin, we had a blinding flash of the obvious: moisture in the cool air makes it much colder!

When you get up close and personal with your CRM, what do you see?

Many people in sales feel as though they are juggling many software platforms - email, CRM, video calls, LinkedIn and more.   Sometimes something gets dropped, perhaps with undesirable results.

As a sales manager, you know how challenging it can be to keep track of leads, deals, and customer information across various platforms. But what if there was a way to streamline the process and increase sales at the same time?

During this event, originally deliverd in June 2023, Gill Walker shares insights and tips on how to simplify your sales process and increase your bottom line. Watch the recording of this presentation - below - to take your sales game to the next level!

Microsoft Dynamics 365 Sales helps your sales teams track accounts, contacts, customers, prospects, leads, potential sales and the interactions occurring as you progress the sales. It also supports you in nurturing sales, setting up detailed marketing lists, and keeping up with services associated with specific customer accounts.

Microsoft Dynamics 365 Sales also provides robust reporting to help you track activity, anticipated revenue, your best customer, prospects and KPIs, to mention only a few.

When you upgrade to Enterprise Sales, in addition to all the standard and professional benefits, you get:

What makes a CRM solution a success - or a failure?

The simple answer is creating a solution which solves real business issues for the organisation.

However, that is probably not what you expected as an answer.