Case Study: Cloud Financials

A leading financial business that supports business with revenue and EBITDA growth through acquisitions and business best practice used Cloud9 Insight to implement their CRM system.

Customer Challenges

Unable to target potential leads and make sure there is a smooth process for everyone involved

Acquisition process takes up too much time

Unsure how effective emails are and the activity taken

Being a start-up, there were no existing processes in place – they were untried and in their infancy. Real time reporting was imperative to the company for their business activities

Financial Services

2-10 employees

United Kingdom

Dynamics 365
Office 365
Power Mailchimp integration
SharePoint integration


Phase 1 of the system involved an implementation for Dynamics 365 through Fast Track.

Cloud9 implemented a D365 Cloud-based CRM Solution with a Sales focus and went live with a four week turnaround. 

The project included configuration of Lead, Opportunity, Accounts and Contacts. There was a simplification of the sitemap and business flows. There was also a standard PowerMailChimp and Sharepoint integration.

Future Projects

Phase 2 is currently being planned for more in-depth marketing capabilities such as website tracking and scoring leads using a solution such as Click Dimensions or Dynamics 365 for Marketing.

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.

Cloud9 are a Microsoft Dynamics 365 Gold Partner supporting the growth of SMB through implementation, support and training of Microsoft Cloud Technologies including Dynamics 365 and Office 365.

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