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

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“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.”

LOUISE GAUGHAN

SALES SUPPORT MANAGER, NORTHGATE PLC

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.

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 Gone are the complex and outdated systems of old, and in their place is a new generation of innovative cloud-based solutions that are revolutionising business big and small.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.

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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

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.

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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 emails 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.

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.

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.

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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.

Seamless operation with easy to install Outlook integration, allowing email tracking of your vital records.

In-depth Business Intelligence such as Cost per Client, Customer Satisfaction, Lead Scoring, Sales or Service Pipeline, and Leaderboards.

Service Level Agreements and Entitlements for customer service contracts.

Automated email 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 fi rst’ 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.

No large upfront capital outlay for infrastructure installation, equipment and software.

Easy scalability as your organisation grows, as you pay only for what you need, as you need it

No internal technical resource requirements, so no more training or recruiting

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.

Employee and organisational KPI setting and progress tracking.

Data segmentation to enable such things as directed marketing lists, customer trend analysis, purchase history, and customer base breakdown.

Tailored and fully automated alerts for each user or customer, defi ned by your businesses requirements.

Available anywhere, anytime and on any device

No ongoing maintenance or service contract expenditure

Guaranteed system stability with zero downtime

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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. 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.

“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

On average, our clients see their investment returned within 7 months, with a 320% ROI after 24 months.

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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.

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.

1 - DIAGNOSTIC

2 - ANALYSIS

3 - DESIGN

4 - DEVELOPMENT

5 - DEPLOYMENT

6 - OPERATION

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.

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 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

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“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.”

ANDREW WILKINSON

DIRECTOR, A GREENER SOLUTION LTD

Thank you to all our customers, new and old.

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