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What is CRM and how do I know that it would benefit my business?

In this video, Gill Walker shows you what to look for as a cue to needing CRM.

CRM is no longer only for the big end of town. Even if you only have a handful of team members looking after your clients, if you have not implemented a CRM solution, taking that step now will probably enable a better service to your clients leading to happier and so more profitable clients.

In its simplest form, CRM is, processes that help the people, who are helping your customers, know what they need to know, when they need to know it, to get on better with your clients throughout the association between you. These processes are usually supported by technology.  However, it is the processes that are most important.  The technology is only an enabler, which is why when a CRM project is too technology led, it often fails.

Successful CRM gives your organisation the unfair advantage over your competitors.

Then, additionally, because of the technology, it enables a range of analytics across your customer information, so it is possible to see trends and alerts across the organisation.
If you would like to see how Microsoft CRM / Dynamics 365 will help your sales, marketing, customer service and business analytics, look at our free, self-directed Microsoft Dynamics 365 CE walkthrough - Guide Me Guru. GuideMeGuru sm

Summon the CRM Success Catalyst on:

Phone: +61(2) 8212 3480

Email: opsisinfo(at)

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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.