Gill Walker

This presentation is certainly not all about money - although we will touch on money. Successful CRM is different in different organisations. For sure, if you are in traditional sales, knowing more of the ways that CRM can help you make more money, and especially more profit is useful. If you are in a customer support function, where your role is to respond quickly and accurately to customers' enquiries, knowing how CRM can enable to help, more customers in less time may be your reason. In...

This session will teach how you can deliver a successful CRM, by:

• providing the functionality that your people need
• without going against the technology and how it delivers the best results
• investing in the right education at the right time for the right people.

CRM success is simple -  but not easy.  These nine steps will show you the way.

This presentation shows the owners of start up, owner-operator, small businesses who have little experience of CRM how a CRM solution is essential to their success - now and in the future.

The concepts covered include:

• Why all businesses should include a CRM solution as part of their strategic plan
• Different meanings of CRM
• Benefits that successful CRM - regardless of the technology selected - will bring to you

In Security is the Chief Enemy of Mortals, Gill Walker travels through the Microsoft Dynamics 365 security challenges, the key parts of its security, and gives us some tips to survive the traps of setting up a security model within Microsoft Dynamics 365.

The requirements of a solution that protects sensitive data and enables collaboration, at first glance seem impossible. But Microsoft Dynamics 365 PowerPlatform provides us with this - and in a way that meets the needs of small...

A Dynamics 365 project can make you $millions or cost you $millions.

Training is key to ensuring project success. This presentation shows you how to ensure that your Dynamics 365 training contributes to your project success - rather than its failure!

Behind all successful CRM solutions lies great data.

So all the data's in your CRM. Now how do you get it out? And how do you turn that data into useful information?

CRM projects are great at designing ways for users (and sometimes clients and prospects) to put data into the CRM. They are often not so good at helping those same users to get information out in ways that help them serve the clients effectively.

If you want to transform your CRM from a huge...