Case Study: Cloud Membership
An award-winning private tuition and home-schooling company used Cloud9 Insight to replace their legacy bespoke CRM system, integrate with Xero and implement a self-service portal for their users.
- Siloed data
- Legacy, clunky and redundant software
- Complex invoicing process
- Need to simplify member registration process
- No ability for members to self-serve
- Difficulty in scaling business with existing manual processes
- Dynamics 365
- Self-service Portal
- Xero integration
Cloud9 replaced a legacy bespoke CRM with a Dynamics 365 for Sales solution integrated with Xero for their financials alongside a self-service portal.
This enabled consistent and reliable workflows across the business, which manages Tuition, Invoicing and Payments. Data was migrated from the legacy system into the new D365 CRM system environment.
How it works
Private Tutors can see upcoming tutoring work which is available through a portal. From here, they are able to register an interest in a job and once assigned, a session can be planned. Once a month, all the sessions which have been submitted via the portal into Dynamics are processed to calculate and generate a single invoice per client (Parents).
- Automation of processes through bespoke invoicing structure
- Automation of the client journey
- Tutors able to more easily access available work
Phase 2 is planned to add a Marketing Module and implement D365 Business Central to replace their Financial solution (currently Xero)
A long-term relationship with continuing support
This company took out a Membership Support Contract with Cloud9 that has encouraged continued enhancement, optimisation and training of CRM. With a single data view comes endless possibilities for reporting and data manipulation plus the team is supported with the unlimited disposal of our consultants.