CRM Making it Happen - The Guide to Planning and Adoption

How to Implement and Use CRM Software at Your Small or Medium-Sized Business

Are you struggling with managing contacts using multiple spreasheets across several departments of your business? What if you could instantly have a single view of every customer and every interaction they have had with you throughout your relationship. Download our free guide to implementing CRM software at your business.

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Why Cloud9 Insight for your CRM solution?

Cloud9 Insight is an award-winning Microsoft Solutions Partner, specialising in Dynamics 365 Customer Relationship Management (CRM) software. Our purpose? To level the playing field between SMEs and The Corporates using vision and technology. We support SMEs throughout all stages of the technology-adoption journey:

Whether you’re working from spreadsheets, or a CRM system that may be constraining your ambition, Cloud9 Insight can provide a tailor-made Dynamics 365 solution for your business.

 

Why Microsoft's Dynamics 365 CRM system?

Dynamics 365 is a cloud-based Customer Relationship Management (CRM) solutiom and enterprise resource management (ERP) platform. There are six different Customer Engagement modules within Dynamics 365 that fulfil broad range of customer relationship needs:

Six CRM Solutions for SMEs

Microsoft Dynamics 365 for Field service
Field Services

Simplify logistical operations when your business is carrying out services offsite.

Microsoft Dynamics 365 CRM project operations
Project Operations

Optimise resource utilisation to ensure you complete projects on time and within budget.

Microsoft Dynamics 365 CRM Sales
Sales

Empower your sales team with the technology they need to connect with potential customers and secure purchases quicker.

Microsoft Dynamics 365 for Customer service
Customer Service

Build brand affinity and customer loyalty by providing every customer with a seamless, personalised experience.

Microsoft Dynamics 365 for Marketing
Marketing

Execute effective marketing campaigns and access embedded analytics in one place.

Microsoft Dynamics 365 CRM for Customer voice
Customer Voice

Gather data to gauge real-time client satisfaction and analyse across the entire organisation and for each unique client contact.

"Cloud9 was quick and collaborative. For us, speed was of the essence, and they brought that. Microsofoft Dynamics 365 is absolutely imperative for the success of our team.”

- Joshua Rowe Head of Mergers and Acquisitions, ClearCourse Partnership