Our Process
When designing your CRM, we’ll learn what you want at the start, we’ll design something to help you do your jobs more efficiently, we’ll train you effectively, and we’ll support you throughout.
All of that is designed specifically to ensure that we’re working towards your bigger picture, rather than just integrating new technology into your business.
Our 5-step process is designed to make sure that your CRM system will help meet your business goals.
Discovery
It all starts with getting to know you. We’ll make sure that we spend time with the relevant team members to ensure we design a system and solution that’s going to work for you across the board.
UAT
Sounds tetchy, but all you need to know at this point is that we’re designing, building and testing the system specifically for your business.
Go Live
We’ll bring any data you have into the system, perform some final tests and then we’ll set your system live. Ta da!
Training
Don’t worry, we’re not just going to let you loose on a brand new CRM system all by yourself. We build extensive training into every project and will be there to reinforce this too!
Support
We’ll be on hand should you need any further help, so don’t be afraid to get in touch should you get a bit stuck or your business requirements change.
How we do it
The two main aspects for success are good people and the correct tools. To enable us to fulfill our customers’ needs we leverage the tools within the Microsoft stack to deliver a reliable end to end solution.
Microsoft Dynamics 365
Our lead product enables almost any type of data to be stored, analysed, acted upon and reported.There are astonishing levels of sophistication that can be achieved with CRM and some of our examples include a complete events management package, university student tracking and management from enrollment to alumni, and advanced website integration.
Dynamics 365 Business Central
Financials is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business from wherever you are.
Microsoft Power BI
Power BI can read data from an extensive range of sources, for example: Office 365, Dynamics CRM, Excel and SQL server, to provide advanced Business Intelligence, data manipulation and analysis. Using CRM, SharePoint and Excel you can analyse your business’ data to provide real-time insight into you how to develop and grow your organisation with natural language commands.
Our Values
We make sure that the CRM system we design and implement is based around the people in your business.
Cloud2020 is a Microsoft Gold Certified Partner and a leading Microsoft Dynamics 365 specialist. We are one of the first suppliers in the UK to supply Microsoft Dynamics 365, and, in 2016, was named as finalists for Microsoft Dynamics Partner of the Year. Our approach is simple, effective and truly sets us apart. We take the time to fully understand your organisation and requirements to allow us to offer and/or support a customisable solution that grows with the ever-changing needs of your organisation.
A CRM only focus means we’re able to not only focus on keeping up to date with the latest and greatest features and technologies released by Microsoft, but also their third- party providers, ensuring that we can make holistic suggestions. That’s why most of our clients come to us via word of mouth or our partner channel.
Meet Our Team
We are proud to present the team that makes Cloud2020 happen
Join Our Team
We are happy to speak with talented individuals who believe they could be an asset to Cloud2020