CRM Success Catalyst

CRM Success Catalyst - Gill Walker


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Could your Dynamics 365 deliver more to your business?

Arrange a Healthcheck - get your Microsoft Dynamics 365 firing on all cylinders

You have Microsoft Dynamics 365.  But the results are not what you expected, perhaps not as good as your implementation partner or consultant-led you to believe?  Users complain that it is slow, or that they have to enter the same data many times, or that they cannot find the information that they need to help your customers.

If this sounds like you, you’ll love our Dynamics 365 Healthcheck! It’s the perfect tonic when your Microsoft Dynamics 365 isn’t delivering fully for you, your team or your business.

crm healthcheckIn life, we all start out with different bodies.  Yes, we all have a heart, blood, lungs and limbs, but they are all subtly different. And we all have different lifestyles and different goals, plus our own unique circumstances which change over time.  If you're really serious about your wellbeing, a personalised health check is essential to spot any problems and work out what solutions are best for you.

It's just the same for your business-critical processes and systems.

Dynamics 365 implementations all start out unique.  Then they change over time, as your business changes. So it’s hardly surprising that many don’t perform nearly as well as they could.

The Microsoft Dynamics 365 Healthcheck is designed to fix that!

In the Opsis Dynamics 365 Healthcheck, we look at your business goals, your client interactions, your processes, and the information you use to track performance.  Then we look at how your Dynamics 365 is working and develop tailored recommendations for getting more value out of your investment.



"Gill's knowledge of the Microsoft CRM product was excellent and her recommendations allowed us to come up with practical ways of adapting the product to meet our unique requirements. We are now able to complete client proposals in an average of 30-40 minutes, a process that used to take anywhere up to 2 hours previously."

Wal Williams
Sales Manager, Ico