We are committed to demystifying the often complex landscape of business technology solutions and ensuring that our clients feel informed and supported at every step of their journey with us. Additionally, we encourage clients to submit any further queries they may have.
We’re a Microsoft Solutions Partner that specialises in Customer Relationship Management (CRM), Enterprise Resource Planning (ERP) and Power Platform. There’s no overlap or conflict, we complement what you already offer with CRM software and ERP system expertise.
We support partners by offering three tailored delivery models, depending on your client’s needs and budget:
We typically work with businesses that have anywhere from 1 to 300 users, but most of our projects are in the 20 to 150 user range. Whether it’s a small business ready to move off spreadsheets, a growing company looking for its first proper CRM system, or someone needing help after a failed ERP rollout, we have models that fit.
Cloud9 is agnostic; we’re flexible and can tailor our approach to suit different industries. But we have done a lot of work in:
Most projects come in at around 40 consulting days, and for partners that usually means a £4,000 referral margin. Projects are often delivered in phases, so you’ll continue to earn as the client grows or adds functionality to their CRM or ERP system over time.
Our standard model pays £100 per consulting day, with average margins around £4,000 per project. You also keep the monthly recurring revenue from CRM or ERP licensing, which is 5 times greater than Microsoft Office licences. Moreover, we currently run a quarterly prize draw to reward our active partners.
Yes, you can absolutely manage the licensing, that’s one of the key benefits for our partners. For many, the ongoing CRM software licensing revenue is worth far more than the initial referral fee. You also get access to Microsoft incentives and rebates, and we’ll never step in unless you want us to handle it.
No, we’re focused solely on Dynamics 365 CRM, Business Central (ERP), and wraparound services like Power Platform. If a client needs something and you have those capabilities, we’ll speak to you first. We’re here to support you, not compete.
We don’t offer white-label delivery, we always operate as Cloud9 during project delivery. We’ve found that staying visible as the delivery partner leads to smoother communication and better outcomes for the client. We do, however, offer white-label billing so the partner can retain the exclusive billing relationship with clients, ensure they have a single bill, and control their margin.
We make it easy for partners. You’ve got two simple options:
We offer an ongoing support package that includes unlimited ad hoc training which partners or clients can book in whenever they need to. We often deliver ERP/CRM projects in phases, starting with the most critical modules and building from there. It’s a structured approach that ensures clients see value quickly while keeping momentum for future phases.
We offer a four-part training series designed specifically for partner sales and client-facing teams. Each session is around 30 minutes, making it easy to fit into the working day. The sessions are focused on giving your team a solid understanding of what Dynamics 365 and CRM/ERP solutions can do, how to identify opportunities with your clients, and how to confidently talk about the value it can deliver from both a business and a commercial point of view.
Yes, we’ve got “campaign-in-a-box” kits that you can brand as your own. These include landing page content, brochures, and email templates. We have also partnered with clients on events and webinars.
We’ve created a library of client-facing brochures, one-pagers, and slide decks specifically for partner use. These will be available in the Partner Hub. In the meantime, if there’s something you need like a proposal template or demo video just let us know, and we’ll send it over.
We’re happy to remain impartial, we don’t lead with financial incentives, and we can even offer client discounts in place of commissions if needed. That way, the consultancy keeps its credibility while the client gets great value from our CRM and ERP systems.
It’s simple. You can either:
We’ll support you however you prefer. You don’t need to pre-qualify or pitch anything. Just flag the interest, and we’ll handle the rest.
Yes, this is an area where we’re often called in. It’s increasingly common for clients to face issues after their delivery partner has been offshored, usually as a result of mergers or acquisitions. This often leads to reduced service quality and a lack of the specialist support they need.
No, we’re Microsoft-only by design. We believe Dynamics 365 is the most secure and scalable CRM/ERP platform for growing businesses, and that’s where we focus 100% of our energy. While we’ve built integrations between Dynamics and other systems in the past, we don’t support or sell other platforms.
We stay closely aligned with Microsoft’s regular updates, especially as new features are released across the Dynamics 365 platform, often with a strong focus on AI and automation. Our technical team actively reviews each wave of changes and makes sure we understand how they impact our clients and partners.
It’s easy to get started:
There’s no pressure, we treat it like an invitation. If it’s a good fit, you’ll get access to our partner resources and can start referring or reselling CRM and ERP software straight away.
Every organisation’s journey with CRM, ERP and digital transformation is different. While these FAQs cover the questions we are most often asked, they can only go so far in addressing the specific challenges, systems and goals within your business. Our team works with organisations at many different stages of their journey, from those exploring CRM or ERP for the first time to those looking to optimise or rescue existing implementations. Through structured conversations and discovery, we help you move from uncertainty to clarity.
