Good CRM Projects Start With Good Scoping
Cover all the Issues with Our Worksheet and Facilitator's Guide
Before you start your CRM journey, you and your team need to know where you are going and what success looks like.
Make your scoping a success by
  • understanding the opportunities CRM offers
  • selecting appropriate workshop attendees
  • structuring sessions effectively
  • agreeing the big picture CRM issues
  • knowing where detailed data is required
  • covering all business and technical aspects of a project
PLUS a 13-page worksheet to guide your team through the workshop and capture all the information you need to create your project scope.
Gill "Walks on Water" when it comes to CRM and I know that she will ask you to define what you really mean and want by CRM.

Jack Fraenkel - Managing Director - Motivatories
Opsis is a boutique consultancy which helps organisations of all sizes realise the benefits of CRM.
We have twelve years of experience implementing CRM for small business, corporates, charities and public sector, and we're passionate about delivering good value and real results.