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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🎁 CRM: The Gift That Keeps on Giving 🎁
🎁 (For Better or Worse!) 🎁

gift framed branded

Successful CRM can be your secret weapon for exceptional customer engagement, streamlined operations, and excellent data-driven decisions. For example:

Personalized marketing – Know your customers' preferences and past purchases to deliver marketing messaging that really resonates.

Faster sales cycles – Automate repetitive tasks and keep your team focused where their skills lie – the valuable work of closing sales - profitably.

💡 Quick query resolution – With centralised, and easily accessible information, your support team can work smarter, not harder and so keep your clients happier.

But… what happens when CRM isn’t done successfully?

🚨 It becomes the gift that keeps on giving headaches - or worse. Projects overrun budgets, users get frustrated, and the shiny promises of the CRM fall flat.

The culprit? Poor solution design caused by a lack of understanding at the planning stage. This leads to:

❌ Repetitive manual data entry;

❌ Hard-to-navigate systems;

❌ Inaccurate or incomplete information.

 

Sound familiar? If you’ve experienced (or fear) CRM struggles, you’re not alone. That’s why I wrote “The Gift That Keeps on Giving – The Cost of Poor Solution Design in CRM Projects.”

📩 Want to read it? go to https://opsis.com.au/resources/blog/the-gift-that-keeps-on-giving-cost-poor-solution-design

Let’s make CRM work for you, not against you. 🌟

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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.