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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Going beneath the waterline of successful CRM

In this video Gill Walker takes you beneath the waterline and shows you what it takes to deliver a successful CRM Solution - and it is not choosing the best technology. She shows you what is usually only seen by people who have delivered successful CRM Solutions more than once!

Successful CRM solutions have a lot of components, a lot of moving parts. There is far more that is not visible than is visible.

As this video demonstrates, the 'right' technology is less important in my opinion, than many other factors and yet far more effort goes into selecting the technology, sometimes too driven by licence costs, than the other aspects which have more impact.

There are several key components - education and scoping are recurring themes. Not surprisingly, these are the pieces that are often either omitted or done badly - so we should not be surprised that the results are often lacklustre, as the foundations were unimaginative - at best.

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.