Benefits of CRM

Better client relationships. Increased team efficiencies. Take advantage of cross and upsell opportunities. Automate marketing efforts. Increased revenues and profitability. Retain clients.

There are loads of reasons why an effective CRM system can help your business. If nothing else, getting your data into a safe environment rather than being kept in a number of spreadsheets can only be a good thing. Ultimately, every business is different. So, we’ll sit down with you to understand yours and let you know how we can help.

Get in touch today to find out how we can help you.


Learn a bit more about how we can help you.

If you’re not quite sure about what you need, then get in touch and we’d be more than happy to talk through your business and suggest where we might come in.

Discovery Workshop

This is designed to really learn more about your business so we can design and suggest the best system for you. We’ll tease out the business and CRM requirements and provide you with a report detailing what needs to be done.

Development & Deployment

Here we’ll set up and integrate your system with the rest of your business.

This can include everything from key account management solutions, helping to automate project and customer services, and even integrating with 3rd part solutions like Sage and MailChimp to help with everything including marketing.

We’ll include training and support so you’re never just left on your own.

Data Management

Data is arguably the most important thing in your business, so it’s only right that it’s handled with care.

We’ll help you migrate any existing data into your CRM system, as well as tidying things up, de-duplicating records and much more.

Customer Journey Mapping & CRM Review

Sometimes things need a fresh pair of eyes. We’ll look into your existing system and compare that with your wider business goals. This consultancy can help refresh an existing solution.

We’ll also help you to understand your customers and how they interact with you. Doing this can lead to automation opportunities, helping to free up your staff’s time to focus on other things.

Commercial Partnership Management

Learn more out the way we work and our process on our About Us page.


Nameless outsourcing? Red tape? Not with us.

We’re dedicated individuals who expertly automate your processes but never our service. It’s the direct, personal approach that turns you and your clients into long-term partners.

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.

We’re all about people.

Yes, we’re in a tech industry, but we get that your success isn’t just dependent on systems; it’s dependent on the people that use them. It’s dependent on how they adopt it. On their understanding of it. But don’t worry. Bringing in a new system can be a big commitment, so we’re dedicated to helping you manage those changes.

In fact, we build in levels of training to every single project we undertake to help guarantee success.

Cloud2020 Client Case Studies

We have experience working with a vast manner of businesses, large and small.

Cloud2020 Case Study Altitec

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Cloud2020 Case Study Zerographic

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Cloud2020 Case Study Stater

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We Deliver Results

Get in touch with us today and speak with a member of our team.

Contact Us
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