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CRM Implementation

Supplier: Opsis

Opsis are able to deliver a complete implementation to ensure that your business gets the most out of your CRM project.


We understand that this sort of project can be daunting for many people and we will be with you every step of the way.

As a Microsoft Small Business Specialist partner we also know that it is often difficult for you or your team to spare the time from your ‘proper’ job to work on the CRM project.  So we do not insist that you have our consultants on site full time.

We are well aware that a CRM project can become ‘bigger than Ben Hur’.  We will discuss your aims for the project with you and we usually recommend that you proceed with a phased project, where you will get some functionality and once this has started to show you some return we will then continue with some more functionality. 

At the start of your project we will work with you to agree a timeline which will take into consideration how much time your key people have available.  If preferred, much of the implementation work can be done remotely rather than in your office.

We strongly recommend that your project includes training for your users.  This will include training in doing their job supported by CRM, usually immediately before your go-live, and may also include top up training or standard training for key people so that they are better able to see where CRM most adds value to your business.

We are able to provide implementation services regardless of whether you purchase your CRM software through us.