Gill Walker

Gill Walker

CRM Success Catalyst

About Speaker

Through hugely informative and entertaining keynotes and workshops, Gill shows how to ensure your CRM enables you to gain and retain the clients you serve best.

Her audiences gain extraordinary value as she shows them how to get the most out of their CRM investment. Although Gill is a Microsoft Certified Trainer, her work is not software specific. She takes her in-depth knowledge to a wider set of principles and processes so you can monetise and measure the value of your CRM, making it a highly profitable part of your business.

Gill’s work inspires and excites customer facing people to use their CRM to improve their revenue, managers discover easier ways to strategise, and technical staff relish the opportunity to contribute to the bottom line.

Gill’s aim for any audience is for everyone to leave with an understanding of how to ensure that their CRM is a key factor in their success

All Sessions by Gill Walker

10:00 am - 10:45 am

Scoping your Dynamics 365 Project for Success

What do you need to do to set up your Microsoft Dynamics 365 Project for Success?
Whether you are using the waterfall or agile approach to your project, knowing what you will deliver is essential for success – and sometimes to quote your client for the work! When this is not done, or not done adequately, you run the risk of being greeted with many unpleasant surprises as you move through the project.
In this session, Gill Walker (MCT, Most Trusted CRM Expert 2022, by Influential Businesswoman Awards) will take you through a process that will give you the foundation for your development, testing and training as well as success with your customer.
Gill will share with you a methodology for having the correct conversations with your client’s stakeholders to get the information – and a consensus requirement from the organisation, rather than a plethora of individual wants and desires.

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