Professional Services

We understand you need to be confident that your CRM project is in the right hands.

Using expert consultants, we implement, train, and support Professional Services clients with their CRM projects. By understanding the pain points and possible solutions within your industry, you can be assured that Cloud9 will tailor your CRM entirely to the needs of your business.

At a glance

Easily and effectively schedule resources

Real-time utilisation and planning reports

Better pipeline visibility and forecasting

Bridge the gaps between closing a deal and delivery

Key Features

For a business with client relationships at its core, Cloud9 Membership – powered by Dynamics365, provides a future-proofed platform to modernise and streamline your processes.

Contract and document management, including e-signature integration

Automated quote and proposal process

Opportunity management

Automated lead nurturing

Clear and accurate reporting

Timesheet management and resource tracking

Project profitability tracking

Project communication and collaboration tools

See for yourself

See how Dynamics365 has catapulted our Professional Services clients to business success.

We were impressed with Cloud9 from the beginning. They were very quick to respond to questions , they took the time to understand our requirements, and they just ‘got’ it.
Chris Tiernan

COO, Enjoy Education

Ready to transform your Professional Services business?

Book your free consultation with our team of experts and hit the ground running with CRM. Hit the ground running with Cloud9’s Fast Track Professional Services products. Get CRM set up for your business quickly, and start your business transformation without delay with Fast Track.
Book a free consultation