Cloud Professional Services
Dynamics Customer Engagement Solution with the optional integration of a professional services solution that has been tailored to the needs of the Professional Services Industry. It is a platform, using D365, that provides industry-specific foundations to build on & extend.
Do you need to schedule resources?
Do you need real time utilisation and planning reports?
Do you need help with better pipeline visibility and forecasting?
Do you need to bridge the gaps between closing a deal and delivering it?
“We’re delighted with the work carried out by Cloud9. They understood he needs of Caesarstone UK clearly in our aspiration to deliver best-in-class customer service, and have delivered a CRM platform and framework that allows us to continue our strong growth in this emerging market for the brand.”
- Seamless delivery following client win
- Successful and timely project delivery
- E-Signature document
- Contract and document management
- Automate quote and proposal process
- Clear and accurate reporting
- Opportunity management
- Automated lead nurturing
- Easy scheduling of resources
- Timesheet management
- Project profitability
- Project communication and collaboration
- Resource Tracking
Want To Fast Track?
Want to make a quick start? Cloud9 have developed a licensed framework as a quick start developed customer engagement CRM tailored with Best practice framework. This is free to Membership Support customers and will reduce the project life cycle.
Discover more on what to consider for a specialist Professional Services package
A Professional Services company is one that requires specialist needs and there are so many aspects to consider when investing in a CRM system.
The below infographic discusses some of the aspects that are important when it comes to your customers, processes and needs.
Cloud9 Insight have the expertise to tailor this solution to your company’s needs. To further discuss with us on how we can help implement the best CRM package for your company, give us a call on 01273 921510 or get in contact with us today.