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 Fundamentals of a Foolproof CRM Implementation Strategy

Five fundamentals of a foolproof CRM strategy

A successful CRM system is the key to unlocking superior customer experiences by tying your business together by presenting information to your customer-facing team members and doing some of their routine tasks for them.

That's at least what CRM is supposed to be. Instead, what clients frequently find is that CRM is an expensive white elephant, or perhaps ultimately useful, but less so than expected and at a higher cost.

CRM projects fail at a rate of up to 85% - depending on what you read. These CRM project failures cost $15B per year in the US alone.

 

 
 
But if we look beyond these symptoms, we'll find the fundamental issues, and here is the real problem.  The same issues are found the world over - in projects in all industries, in projects led by experts, projects done entirely internally, and projects from across many technologies.

Having a foolproof CRM implementation strategy is not as hard as it sounds - download this free e-book to have your own Foolproof CRM Implementation Strategy.

 

 

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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.