Posts by Marcus Jackson
CRM for Professional Services: Improve the experience for your customers by using CRM tech to harness data
CRM for Professional Services: Improve the experience for your customers by using tech to harness data How well do you know your audience? The many ways customers experience brands, products and services plays a vital role in how they are judged, but what does ‘customer experience’ actually mean when it comes to professional services? Simply…
Read MoreA Fresh Perspective: Cloud9 Insight’s Nine-Day Working Fortnight
Heard of the four-day working week? How about the nine-day working fortnight? If you could provide your employees with extra time to create valuable memories with family and friends, pursue their purpose and still arrive highly motivated and revitalised on Mondays, ready to deliver exceptional customer experiences… wouldn’t you do it too? You’d be mad…
Read MoreThree proven ways to create Intellectual Property and build value for your business
Three proven ways to create Intellectual Property and build value for your business Take a second to consider what you’ve created that makes your business unique. In our media-driven digital work, intellectual property (IP) is everywhere, and while we might imagine that it only pertains to entertainment brands and recognisable characters, the…
Read MoreThe 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 – Infographic
We have designed an infographic to help you understand the benefits of the cloud. Click the button below to read the full article. Read Full Article Here
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…
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