We implement CRM solutions that will help you manage your opportunities more efficiently and give you clear insight that will enhance your sales performance.
Personalise each interaction using complete information about every contact and account from a single shared database that keeps you informed and prepared for every sales interaction.
Quickly assess and edit this information – from anywhere!
See a clear picture of each relationship with access to service cases, demographic data, sales orders, recent emails, shared documents and more detail across virtually any device.
Replace time consuming tasks with automated CRM workflows. These can include email notifications, lead scoring and intelligence driven alert cards that drive user actions and keep efforts profitably focused on selling.
Cloud Shoppe will help you develop connected processes to help you sell more efficiently and give you with actionable insight across your entire sales operation.
Increase conversions by following guided steps in CRM that reflect your methodology, best practices and business rules.
See where you are on every sales lead and opportunity - and what needs to happen next to reach a positive outcome.
Further prescriptive features include up-sell and cross-sell recommendation in new sales quotes and templates for project based sales to make sure that each quote is feasible and profitable.
Connect CRM with marketing automation services including Click Dimensions and MailChimp, send personalised emails and identify the top prospects from each campaign.
Leverage nurture marketing to trigger automated campaigns using sales data to send a series of contextual emails and alert you when recipients respond.
Track Outlook emails in CRM on the go and access your sales data via mobile and tablet apps to do business anywhere with a consistent user experience across all devices
Issues quotes quickly and accurately by referencing your product catalogues with product names, prices, descriptions and discount structures stored in CRM. Integrate these with your finance / ERP system. Microsoft Dynamics product management capabilities include hierarchical product families and product bundle options.
Before CRM can achieve these results, it is crucial that sales teams understand how the system will benefit them.
Poor CRM user adoption is the prime reason why many projects fail to deliver their expected results.
Cloud Shoppe engage and educate sales teams to ensure requirements are heard. We demonstrate how CRM helps individuals sell more effectively to cultivate user adoption and empowerment from the outset.
This approach helps overcome frequent user barriers to help your organisation gain early success from Microsoft Dynamics.
Maximise budgets with marketing tools that segment contacts, measure campaign results and increases lead quality
Our CRM and marketing automation solutions will help you to engage customers and prospects with the right product, on the right channel at the right time.
Transform every touch point into a marketing opportunity by leveraging contact data to target messages more effectively and gain actionable insight into your marketing efforts.
We'll connect relationship detail to a centralised data source enabling marketing teams to segment contacts in order to create targeted lists and make highly communications that resonate.
By integrating CRM with other external solutions including email marketing, web tracking, eCommerce and ERP databases you'll be able to apply behavioural and transactional data for even greater personalisation to create messages that build brand awareness and increase revenue.
We use Dynamics CRM 365 Online to implement business intelligence that enables you to measure opportunities and revenues across all your campaign activities.
Get a clear overview of your marketing results so you can quickly assess performance and drill-down to gain deeper insight.
Cloud Shoppe recommends leading email marketing providers Click Dimensions and MailChimp with CRM
Connect with customers on their social channels and gain insight using Microsoft Social Engagement
Leading with Microsoft Dynamics 365, Cloud shoppe will help you meet the challenges of an evolving customer service landscape to earn client loyalty through smarter processes.
Respond quickly, prioritise client issues and adhere to service level agreements. This includes automatically creating cases from emails and case routing that deliver service issues to the correct people in line.
Trigger notifications that alert managers if unresolved issues are at risk of breaching SLA conditions enabling corrective action to be taken to preserve service quality and protect relationships.
Enable customers to engage you effortlessly through the channel of their choice using any device - and collect their feedback after every interaction:
To keep customers informed about the progress of their service issues we'll implement automated email notifications when CRM cases are created, updated and resolved.
Share solutions to frequently encountered questions and issues in unified CRM knowledge articles that enable service agents to supply the right answers with a single source of truth.
Through project service automation we connect people, processes and technology to enhance the delivery of projects for on-time, on-budget professional engagements.
Service has never been more important and expectations are on the rise. For those with a customer-centric focus and passion, there has never been a more exciting time to be in customer service!
As CRM experts, Cloud Shoppe will help you to utilise this technology to make customer care a key differentiator and empower everyone in your organisation use these tools to deliver a consistently satisfying service.