Revolutionise your organisation with the most advanced CRM framework in the world.

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1 Revolutionise your organisation with the most advanced CRM framework in the world.

2 Cloud Innovation is professional and personable and had empathy for the challenges we faced as a FTSE 250 company. Whether it was helping with efficiency drives or system developments, they cut the jargon and have transformed the way we work with our customers. DELIVERING THE FIRST CLASS SERVICE THAT YOUR CUSTOMERS EXPECT As your organisation grows, so too does the problem of effectively tracking your customers. Spreadsheets, notes and little black books don t quite cut it in this day and age, so businesses are turning to modern digital solutions to help them manage. A Customer Relationship Management (CRM) system is primarily designed to help you collect, analyse and retrieve any information associated with your existing and potential customers. It allows your employees to work together and provide a first class service that your customers expect, and that you want to provide. LOUISE GAUGHAN SALES SUPPORT MANAGER, NORTHGATE PLC XRM: Sky High Thinking For Business Big and Small The world of CRM is evolving. Gone are the complex and outdated systems of old, and in their place is a new generation of innovative cloud-based solutions that are revolutionising business big and small. As we all strive to do more with less, productivity, efficiency and cost reduction are high on everyone s list of priorities. The need to empower staff, streamline effort and enable faster and smarter decision making has never been more paramount to success. Intuitive, powerful, and scalable to the ever-changing world of business, a modern CRM can manage much more than customers; from patients to beneficiaries, and students to staff. We welcome you to the age of XRM, and we are the experts. 2 3

3 EVOLVE YOUR ORGANISATION INTO A SUPER-EFFICIENT NERVE CENTRE We believe that xrm is much more than a piece of software. It is a sophisticated single business management system that can meet all of your demands. From 360 degree data analytics to replacing hours of manual labour with fully automated zero-effort processing, the potential is unlimited. Through integrated social listening, it is your ears to the world, and with tablet and phone configuration it is the removal of productivity barriers, even when you are offline. It is integrated with Outlook, as well as being your internal social network. It is the essential business tool you will use to track targets and schedule critical reports. Whether you deal with accounts, customers or suppliers, it is your advanced digital tool that will manage every type of record you have. Your cloud xrm solution is as simple or as sophisticated as you need it to be, and we re ready to take yours to a whole new level. SAVE MONEY AND TIME, WITHOUT THE COMPROMISE The cost of developing an effective business system from scratch often leads to businesses having to make big compromises. Our xrm solutions are tailored to your needs, and built on the Microsoft Dynamics CRM framework. The foundation work has already been done. We have let Microsoft do all of the hard work and make the big investment. The result is you leveraging the most advanced CRM technology in the world, whilst saving time and money, without the need to compromise. As the most innovative and advanced platform of its kind, it is revolutionising how millions of organisations - from corporations to start-ups manage their business. We are experts at helping organisations like you join the club. You ll be surprised by how easy and affordable it is. 4 5

4 THINK SMARTER AND DECIDE BETTER WITH ZERO EFFORT BUSINESS INTELLIGENCE Do you find employees have to spend hours analysing your key data? Imagine if it became fully automated, and each time an employee logged into your system, they were presented with personalised dashboards displaying their real time data, analysed and presented exactly as they want it. Let us help you say goodbye to unnecessary effort with easy to use reporting and analysis tools, allowing your staff to think smarter and decide better on a daily basis. CONNECT WITH THE RIGHT PEOPLE AT THE RIGHT TIME WITH ADVANCED MARKETING MANAGEMENT Create and track professional marketing campaigns from start to finish whilst seamlessly moving from planning to execution with minimal effort with the easy to use Campaign Management Console. From dynamic mailing lists that automatically update as your data grows, to great looking mailers created using the intuitive drag and drop designer, the extensive marketing possibilities will allow you to connect with the right people, at the right time. Let us bring your digital marketing to life within the click of a mouse. BECOME MORE EFFICIENT WITH AUTOMATED PROCESSES Free up staff time by reducing administration effort with automated business processes, allowing your people to focus on more important things, like selling, creating and thinking. From sending s to scheduling activities and timely alerts, to carrying out repetitive, routine processes, we will maximise your organisations productivity and efficiency by letting the system do the hard work. ACCESS YOUR CRM ANYTIME ANYWHERE AND ON ANY DEVICE In a digital and mobile world, organisations require access to their applications anywhere and at any time. Full configuration for tablets and smart phones will allow you to stay connected and productive wherever you are, even when you are offline. With your solution, we will empower your users by making your system s functionality and data available, anywhere they go. 6 7

5 LIMITLESS POTENTIAL What we have covered so far is just the tip of the iceberg, so here are just a few more reasons why organisations are choosing a Cloud Innovation xrm solution: Full cycle sales management with easy to follow and customisable guided processes. Manage, track and analyse your opportunities every step of the way. One application that houses all of your departmental applications. From HR and Accounts, to Sales and Staff, one common data set will encourage real collaboration across any sized organisation. Seamless operation with easy to install Outlook integration, allowing tracking of your vital records. Employee and organisational KPI setting and progress tracking. In-depth Business Intelligence such as Cost per Client, Customer Satisfaction, Lead Scoring, Sales or Service Pipeline, and Leaderboards. Data segmentation to enable such things as directed marketing lists, customer trend analysis, purchase history, and customer base breakdown. Service Level Agreements and Entitlements for customer service contracts. Tailored and fully automated alerts for each user or customer, defined by your businesses requirements. Automated marketing lists that keep up to date, no matter how much your data changes. THE CLOUD IS CALLING The world is shifting to Cloud technology. It offers a secure, no-fuss solution for forward thinking organisations that are looking to simplify and reduce their IT overheads. It is estimated that by 2017, 73% of businesses will move to a cloud first strategy, with products like Microsoft 365 leading the way. Quite simply, the cloud means storing and accessing data and programs in datacentres, rather than from your own internal infrastructure hardware, saving you the headache and cost of running your own IT infrastructure. Available anywhere, anytime and on any device No large upfront capital outlay for infrastructure installation, equipment and software. No ongoing maintenance or service contract expenditure Easy scalability as your organisation grows, as you pay only for what you need, as you need it Guaranteed system stability with zero downtime No internal technical resource requirements, so no more training or recruiting Automatic and no-fuss update of all of your Cloud programs, making sure you are up to date, without even knowing it To list every bit of great functionality would be impossible. Get in touch to find out more about how you can start cutting costs and expanding your productivity and efficiency. Through Microsoft s trust promise, their Cloud technology is certified as ISO/IEC standard and is fully HIPAA BAA, EU Safe Harbour and EU Model Clauses compliant, meaning you can be assured that your data and solution are safe, secure and in your control. 8 9

6 WHY PEOPLE ARE CHOOSING TO WORK WITH US As a Microsoft Partner, everything we do is designed to maximise the value you get from your xrm investment. We are qualified and professionally certified, so you can be assured that you are in safe hands. We have worked with clients of all sizes, from FTSE 250 companies to small charities, so fully understand the unique challenges that you face. We wanted to track all of our tenants, properties, and landlords, as well as reduce admin time by 60%. Cloud Innovation delivered on every level. Our agents are now connected everywhere with the tablet app, and it is phenomenal how much impact it has on our business, morale, and revenue. GORDON PARKER CEO, LET S MOVE RESIDENTIAL Whether you are a business, charity or working within the third sector; if you want to become more efficient and productive, while also reducing your costs, we can help. We have one simple rule that our clients seem to like, and that is; if technical jargon isn t required, then don t use it. Whilst many customers will know their GUIDs from their integers, we appreciate that many don t, so we make sure we discuss everything in a way that anyone will understand. On average, our clients see their investment returned within 7 months, with a 320% ROI after 24 months. Over the years, we ve also learned that the main ingredient in project success is people. That s why you will find us helpful and super friendly, as well as passionate, dedicated, and committed to your investment

7 1 - DIAGNOSTIC 2 - ANALYSIS 3 - DESIGN 4 - DEVELOPMENT 5 - DEPLOYMENT 6 - OPERATION HOW OUR PROJECTS WORK We understand that as a modern business, there s a chance that you have experienced a badly managed project or two, especially when it comes to IT. That s why we have created our own unique, agile way of working through the full development cycle. Whether your project takes a week or a year, we will guide you through the six key stages of your development roadmap. From diagnostics to testing and training, you will be informed and in control every step of the way. THE AFFORDABLE COST OF EXCELLENCE Whilst the pricing of a Cloud solution may appear complex at first, we aim to make it as clear and easy to understand as possible. The cost of your xrm solution is split into two areas; MICROSOFT DYNAMICS CLOUD LICENSING: This is a monthly fee per user that covers licensing for the Microsoft Dynamics CRM framework, as well as the Cloud storage of your solution and data. This replaces the usual upfront costs as outlined on page 8. CLOUD INNOVATION DEVELOPMENT: This is a one off, upfront cost for the development of your bespoke solution, covering all aspects of your development package, as outlined on page 11. MICROSOFT DYNAMICS CLOUD LICENSING Three license levels exist for the Microsoft Dynamics framework. The type that you will require is dependent upon the level of access your users will require. Often, clients only require minimum access, and as clients can mix and match license types ranging from 9.40 to 40 per user per month, the offering is extremely flexible. Microsoft offer a tablet and phone app with each user license, as well as a generous 5 GB of storage free of charge. Registered charities can also qualify for up to 80% discount from cloud licensing subscription fees. CLOUD INNOVATION CRM PACKAGES Businesses come in different shapes and sizes, and our flexible packages are designed to make our solutions available to anyone. No matter how your requirements or budget shape up, we have way of working that suits you, including: RAPID START: We will have you up and running within ten days. QUICK START: We will have you up and running within a month using our lean project roadmap. LARGE DEPLOYMENT: For enterprise-level implementations, ranging from a month to a year. CLOUD INNOVATION PRICING Cloud Innovation takes pride in maximising their clients Return on Investment (ROI). The cost of solution development is unique to each client depending on their requirements. You ll be surprised at how affordable your solution could be, and discount is available for new Start-Ups, Charities and Third Sector organisations. Get in touch for a no obligation, informal discussion about your business and what we can do for you. ADDITIONAL CLOUD INNOVATION SERVICES Cloud Innovation have a comprehensive suite of services aimed specifically at helping small to medium businesses embrace the benefits of Cloud technology. We offer Office 365 subscription and deployment, SharePoint and CRM Add On integration, as well as a comprehensive enhancement and service packages for when your CRM solution is up and running

8 We were spending 12 hours per week on data analysis. Our Cloud Innovation solution has automated all of our reporting and target tracking, as well as helping us make better decisions. Our ROI on investment has been achieved nearly twice as quickly as we initially planned. Thank you to all our customers, new and old. ANDREW WILKINSON DIRECTOR, A GREENER SOLUTION LTD Get in touch for a no obligation, informal discussion about your business and what we can do for you

9 CONTACT DETAILS: CloudInnovation Address (to be confirmed) Tel: To be confirmed COMPANY REGISTRATION DETAILS: Cloud Innovation is part of the Consultation First group Consultation First Limited Company Number: VAT registration Number: Microsoft Partner Number: Microsoft Certified Professional ID: All content Consultation First 2015 To also include Microsoft Partner Logo, MCP logo, PMI logo and BCS logo, Digital Union logo

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