CRM for Professional Services

MANAGE YOUR CLIENTS, BETTER UNDERSTAND THEIR NEEDS, AND PROVIDE EXCEPTIONAL SERVICE

How does it work? Take a look!

Learn how a tailored professional services CRM solution could help you:
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Manage your clients, contacts and opportunities

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Get a single view of your client data and manage your projects

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Send relevant communications and manage events

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Track and manage your resources and identify sales opportunities

Microsoft Dynamics 365 – made for professional services

Whether your practice is in consulting, engineering, marketing, advertising, surveying, or other services, Dynamics 365 will work in tandem with your business and address your challenges.

 

 Contract and document management

 Automated quote and proposal process

Opportunity management

Automated lead nurturing

 Clear and accurate reporting

 Timesheet management and resource tracking

 Project profitability tracking

 Project communication and collaboration tools

 

Trusted by professionals

Cloud9 Insight was quick and collaborative. For us, speed was of the essence. Dynamics 365 is absolutely imperative to the success of our team.

Joshua Rowe

Head of Mergers and Acquisitions, ClearCourse Partnership

Download your FREE eBook

Thinking about embracing digital? In our latest eBook, we explore how you can:

 Identify and improve the client experience
 Get real insight into who your clients are and analyse their behaviour
 Get buy-in from your team and maximise the adoption of new systems
 Successfully manage a business transformation

Go digital guide for SMBs

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Easily and effectively schedule resources

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Better pipeline visibility and forecasting

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Unify your departments with one singular view of client data - say goodbye to spreadsheets!

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Real-time utilisation and planning reports

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Bridge the gaps between closing a deal and delivery

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Enjoy the peace of mind that comes with a Microsoft product

Useful Resources

CRM for Membership
Your health check session includes:

 

  • Time with our experienced Professional Services CRM Consultants.
  • Analysis of your current systems and your goals
  • Provision of a business health score, measured against other practices in your sector
  • Guidance and suggestions for improvement