Customer Relationship Management

We provide two offerings of CRM depending on the specific requirements:

SharePoint Online CRM System

Using out-the-box functionality of SharePoint for the vast majority of the CRM solution, we have implemented an end-to-end solution for a CRM system which encompasses:

1# Marketing and Sales

2# Intuitive dashboards for the sales pipeline

3# Sales collateral, quotation, ordering, and invoicing processes which can integrate with account packages.  Depending on the specific requirements invoice automation

4# Management of products, price lists, and catalogues

5# A place to capture all sales activity in one place, accessible from any device


Microsoft Dynamics 365

Microsoft’s standard CRM offering is provided via Dynamics 365, which now includes the capability for integration with a cloud based ERP system.  Depending on requirements this may suit an organisations needs exactly, or the licensing costs may be prohibitive.  Let Nimbus 365 advice on which option best suits your organisation by contacting us for more information.

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