Cloud Professional Services

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.

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Do you need to schedule resources?

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Do you need real time utilisation and planning reports?

3 in a circle

Do you need help with better pipeline visibility and forecasting?

4 in a circle

Do you need to bridge the gaps between closing a deal and delivering it?

1 in a circle

Do you need to schedule resources?

2 in a circle

Do you need real time utilisation and planning reports?

3 in a circle

Do you need help with better pipeline visibility and forecasting?

4 in a circle

Do you need to bridge the gaps between closing a deal and delivering it?

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Do you want to maximise the experience for customers?

2 in a circle

Do you want a better understanding of customer insights and trend analysis?

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Do you want to increase the lifetime value of a customer through cross-selling and upselling?

4 in a circle

Do you want the ability to manage and engage customer touchpoints through multiple channels?

Client-Centricity
  • Seamless delivery following client win
  • Successful and timely project delivery
  • E-Signature document
  • Contract and document management
Engaged Employees
  • Automate quote and proposal process
  • Clear and accurate reporting
  • Opportunity management
  • Automated lead nurturing
Resource-Driven
  • Easy scheduling of resources
  • Timesheet management
  • Planning
  • Project profitability
  • Project communication and collaboration
  • Resource Tracking
Client-Centricity
  • Seamless delivery following client win
  • Successful and timely project delivery
  • E-Signature document
  • Contract and document management
Engaged Employees
  • Automate quote and proposal process
  • Clear and accurate reporting
  • Opportunity management
  • Automated lead nurturing
Resource-Driven
  • Easy scheduling of resources
  • Timesheet management
  • Planning
  • 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.

“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.”

caesarstone logo