Posts by Liam Brooks
The Seven Deadly Sins (when implementing your CRM software)
What particular risks might a small or medium-sized business encounter while undertaking a Customer Relationship Management (CRM) project? In over a decade of helping businesses implement Microsoft’s Dynamics 365 CRM system, we’ve seen most of the challenges you could conceivably imagine threatening the smooth delivery of a project. We like to be prepared – so…
Read MoreManaging risk when implementing a CRM project – the dos and don’ts
Risk – it’s a fact of everyday life in any sized business and certainly something the SMBs we work with think about a lot. There are all sorts of risks – from key colleagues leaving your business and customers deserting you to regulatory transgressions or even legal problems. And much more besides. Here, we set…
Read MoreDynamics 365 Solutions: how we solved a client CRM challenge
Welcome to our brand new technical series for Micrososoft Dynamics 365 consultants. In these detailed articles, we will set out how we’ve approached and solved a challenge for clients by applying novel thinking to knotty problems. Our intention is to share best practice to promote excellence and collaboration in the national Dynamics 365 community. …
Read MoreOn premise vs cloud CRM – what are the pros and cons?
Much has been written about the pros and cons of “on premise vs cloud” CRM software. The case for cloud-based CRM – and we refer to Microsoft’s Dynamics 365 throughout this article – is compelling and growing stronger every month. As I set out below, it’s not just about where data is housed, it’s also…
Read MoreAre you integrating your marketing and your CRM? (If not, why not?)
It’s possible that you’re fairly (or even very) satisfied with your company’s marketing activities, whatever technology you’re using. But if you’re not integrating ClickDimensions with your CRM, you could be missing key opportunities to get your sales and marketing teams working together in the best way possible. ClickDimensions is a marketing platform that creates a…
Read MoreHow we walk the walk with gender equality
One of the biggest challenges facing the UK digital economy is the urgent need to attract women to the sector. Currently, less than a fifth of employees in British tech jobs are women. That puts a duty on every tech firm to think about how we solve this. At Cloud9 Insight, we have achieved a…
Read MoreWhy your business should target a niche – and how to do it
Why would an organisation target a niche industry to market and sell to? The simple answer is that marketing and selling products and services successfully hinges on understanding the emotional behaviours and thinking of clients. If you can demonstrate that you really do understand a client, and you can actually understand their challenges, then you…
Read MoreHow Microsoft Dynamics 365 and SharePoint Integrate to Drive Efficiency and Collaboration
We joined our friends from Information EXP to explore how Microsoft Dynamics 365 and SharePoint come together to produce better outcomes for your client, helping your Sales and Delivery Teams focus on valuable work and not crafting “copy and paste” proposals. In the video below, we take you through a practical demonstration of how the…
Read MoreIs Your Workplace Menopause Aware?
Here’s a startling reminder for you – or a wake-up call, if you didn’t already know. There is no prevention for menopause in women, because every single woman will go through it at some point after puberty. This was one of many stark messages I and a group of fellow professionals reflected on today at a fascinating…
Read MoreLoop, video transcription and intelligent Outlook – our top takeaways from Microsoft Ignite
The curtain has just come down on Microsoft’s annual Ignite event and anyone expecting an abundance of new updates, products and services would not have been disappointed. The virtual event, which focuses on end users, set the scene for some major announcements covering artificial intelligence (AI), security, collaboration, Metaverse and more. So, with our laser focus on Microsoft’s Office apps suite, we’re…
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