Opsis - for successful CRM with Microsoft Dynamics CRM

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What our clients say

As CEO of Applied Training I now feel confident in the reports that my team are producing and I know that I am making decisions on facts from the business not emotion.

Carlo Lauricella - CEO Applied Training

Opsis delivered an implementation of hosted Microsoft CRM v4 which enabled call centre agents to easily capture details of customers' requirements, and at the same time produced easy to understand reports so that senior management could readily see where each opportunity had reached


 

It gives me great pleasure to recommend you simply because, in today's world, it is very rare indeed to find a Company whose staff are prepared to go that extra mile for their customers as you have done for us on a number of occasions. Gill, on behalf of Opsis, has shown professionalism and integrity of the highest level and that neither she nor Opsis, whilst conscious of profitability, as one must be, are not driven solely by the holy dollar and place client satisfaction above purely monetary reward.

Allan Smith - Business Development Manager – Ezi Payment Solutions - CRM client - Queensland

Opsis implemented Microsoft CRM v3 and blended the functionality of the lead with the opportunity so that EziDebit had the easy data entry of the lead but the depth of functionality of the opportunity.


 

Financial Planning requires an understanding of the complex interaction of a number of persons and legal entities who or which might have different types of investments, debts, insurances and estate planning. Liaising with clients requires individual consideration and access to a large pool of data. Gill Walker helped HNW Planning in scoping our project and in helping our own development staff to get up and started. Gill also helped with training and licensing options. Gill remains a reliable and knowledgeable reference for us.

Robert Cumming - Business Owner – HNW Financial Planning - Gosford

Opsis delivered an implementation of Microsoft CRM 3 which was heavily customised to capture the large amounts of data associated with clients.  We then continued to mentor HNW's own IT staff as they continued the development of this project.


 

I had the pleasure of managing Gill at Reliance Infocomm. Gill has an innate ability to cut through the fog, and explain complex systems to newbies and experts in a clear and fascinating manner. She is very keen to deliver what I like to call the "perfect" training experience, which results in extremely satisfied customers.

Shayan Sanyal - Project Manager - Reliance infoComm - Telco –Mumbai, India and Sydney


 

Gill walked me through the CRM process, she made the complex simple to understand and gave me the tools to make important strategic decisions. I found her diligent, enthusiastic and easy to communicate with. Gill is able to assess the issues quickly and works well with staff.

David Nomchong - Managing Director – Global Qi Alliance - Marketing Company – Frenchs Forest

 



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