CRM for Professional Services
MANAGE YOUR CLIENTS, BETTER UNDERSTAND THEIR NEEDS, AND PROVIDE EXCEPTIONAL SERVICE
How does it work? Take a look!
Manage your clients, contacts and opportunities
Get a single view of your client data and manage your projects
Send relevant communications and manage events
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.
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
Easily and effectively schedule resources
Better pipeline visibility and forecasting
Unify your departments with one singular view of client data - say goodbye to spreadsheets!
Real-time utilisation and planning reports
Bridge the gaps between closing a deal and delivery
Enjoy the peace of mind that comes with a Microsoft product
Useful Resources
- 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
