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How much is information leaking from your business costing you?

Information loss can bring an organisation to its knees - the cost of recovery may be so massive.  No organisation is immune to information loss.  However you can minimise both the amount of information loss that is happening and the potential consequences of that loss, if you have processes that manage your information.  A CRM solution is likely to be a big part of this for your customer sales and prospect information.

Information loss tends to fall into two categories.  There is the slow, steady information loss which occurs because people forget things that they believe that they will remember, and the sudden relatively large loss of information that occurs when a person who has kept their information in some sort of personal store leaves the organisation.

Having CRM processes that are easy to follow protects you and your organisation from both of these risks.

The CRM processes must be designed so that they:

  • are easy, straightforward and logical for the users to use
  • provide the information needed by all users of the solution, both day to day users of CRM, and the users of the consolidated information  - reports and dashboards - that the system should deliver.
Achieving this sort of processes requires that both technical and business people are involved in the scoping of the CRM solution.  For more information on how we recommend that you approach your CRM scoping please look at our scoping workshop . Scoping sm

Summon the CRM Success Catalyst on:

Phone: +61(2) 8212 3480

Email: opsisinfo(at)

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,
Pymble, NSW 2073

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and 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.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.