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 and Dynamics 365 Success e-books - by Gill Walker of Opsis

Welcome to your one-stop hub for free, must-read CRM and Dynamics 365 e-books! Authored by Gill Walker—Opsis’ very own CRM Success Catalyst—these guides are designed to make your CRM journey smoother and more profitable.

Each e-book is packed with actionable insights and practical strategies to help you master your CRM, whether you're just starting out or looking to refine your current setup. Simply click the cover of the e-book you’re interested in, and we'll send you an instant download link—completely free.

Browse our collection below and discover how to transform your CRM challenges into success stories. Your journey to a smarter, more effective CRM starts here!

 
Seven Essential Questions to Start Your CRM Journey on the Right Foot by Gill Walker Marketing Automation with Microsoft Dynamics 365 by Gill Walker Seven Steps to a Successful Trial of Microsoft Dynamics 365 by Gill Walker Five Fundamentals of a Foolproof CRM Implementation Strategy by Gill Walker
Seven Essential Questions to Start Your CRM Journey on the Right Foot
(28 pages)		 Marketing Automation with Microsoft Dynamics 365
(26 pages)		 Seven Steps to a Successful Trial of Microsoft Dynamics 365
(12 pages)		 Five Fundamentals of a Foolproof CRM Strategy
(38 pages)
       
Why 14 percent of CEOs want to junk their CRM and start all over again by Gill Walker Five Ways that Microsoft Dynamics 365 Enables a Sales Manager to Excel by Gill Walker Structuring the Product Catalogue Correctly for Your Organisation in Microsoft Dynamics 365 by Gill Walker Seven Success Steps for your CRM project – a checklist for your success
Why 14% of CEOs Want to Junk Their CRM and Start All Over Again
(12 pages)		 Five Ways that Microsoft Dynamics 365 Enables a Sales Manager to Excel
(18 pages)

Structuring the Product Catalogue Correctly for your Organisation
(45 pages)

 Seven Success Steps for your CRM project – a checklist for your success

Opsis' approach to any CRM project is ensuring that the organisation benefits from an effective and profitable implementation – regardless of technology. Our particular focus is Microsoft Dynamics 365 CE, although our approach is valuable regardless of the technology selected.

Gill Walker, the principal of Opsis, and author of these e-books, is known as the CRM Success Catalyst and has an educational approach to CRM implementation rather than licence sales or billable hours. This educational approach, when followed throughout a project, delivers an implementation that makes the best use of the selected technology, well-trained users - at all levels - and implementers, and so ensures success.

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.