13 reasons why a cloud CRM solution can benefit your business.

With over 20 years of experience in providing transformational business management systems, services and support to UK companies, our focus is on your success. As Sage and Act!’s 2019 ‘SaaS Partner of the Year’ we are dedicated to the growing demand for cloud technology and knowing how critical having a cloud CRM software system can be to the success of your business.

Benefits of the cloud

Due to the current climate, the ability to work remotely has never been more important, with a cloud CRM software solution you can provide your team with the flexibility that has become so essential. Cloud software can allow you to access services 24/7 on any mobile device, revolutionising the way you interact with colleagues and customers. What’s more, moving your CRM system to the cloud can transform your business, giving you opportunities to improve your processes with a more automated and streamlined approach.

Our Cloud CRM Offerings


Salesforce is a customer relationship management solution that brings companies and customers together. As an integrated CRM platform it gives all your departments, including marketing, sales, commerce, and service, a single shared view of every customer. With the world’s #1 cloud CRM software system you will be given the tools that allow you to drive revenue and empower your teams.

What does it do and how can it benefit my business?

Salesforce provides powerful, connected tools to help improve your marketing, sales, commerce, service, IT, and more.

1.    Attract and retain more customers

With Salesforce, you have the tools to build a personalised marketing experience for your customers. However you connect with them, ensure the interactions with customers enable you to build individual relationships like you can in person. As a leading solution for marketers as well as sales teams, Salesforce has the tools to help you engage with your customers across their journey while being able to measure your success using a selection of apps, tailored to your business.

2.    Turn leads into sales

Salesforce will help your business manage contacts, leads, opportunities, and customer accounts. With Sales Cloud, you can accurately report on sales allowing you to increase sales productivity by realising what is working well and what isn’t enabling the implementation of strategies to make the most of this information. With an ability to align your sales and marketing teams you will be able to increase the ROI of your marketing investments.

3.    Automate time-consuming tasks

Develop meaningful experiences and navigate change faster on a trusted, intelligent platform. Put your customers at the centre of your digital transformation and connect with clients on a more personal level. The tools provided by Salesforce will be able to empower your workforce while giving them access to a customisable platform, engaged ecosystems, and self-service learning.

4.    Boost productivity

With the Salesforce Lightning Platform you can create the experience your employees need to sell faster and get more done. With the ability to drive efficiency and growth, this product will increase revenue and decrease costs. Salesforce users report a 38% increase in sales productivity according to a customer survey conducted by Salesforce.

5.    Work on the go

Help your workforce react faster and be more productive with the Salesforce mobile app. Close deals, service customers, track marketing, and even collaborate and share files on any device — all from a single, integrated mobile app.

6.    Focus on growing and scaling

With Salesforce you can build your business on a single, secure, and scalable platform making it easy to customise and upgrade without anything breaking. Extend your power to sell, service, and market with pre-integrated apps.

7.    Connectivity

Our in-house developers have created a bespoke connector module between Sage 200 and Salesforce allowing you to streamline your systems. With our integration you can build Salesforce reports and dashboards based on the data synchronised from Sage 200, making it easy to visualise trends and identify gaps.

Salesforce can also be integrated with cloud based accounting system –  Sage Intacct, giving you a streamlined, automated order-to-cash process that saves time, reduces errors, and accelerates cash flow.

Act! CRM

Act! CRM is a leading customer relationship management platform for smaller businesses, providing your business with everything you need to market like a pro, turn leads into sales and win customers. Build customer relationships that accelerate profit growth with guidance and support from the UK’s leading Act! CRM partner.

8.    Build trust

With Act! CRM, no detail is lost or forgotten, you will have access to rich information at a click of a button allowing you to carry out meaningful interactions. In an instant you can be provided with a comprehensive view of all your customers’ interactions with your company, no matter where you are. With all this in-depth information you can add a personal touch to your conversations building trust. Knowing important information such as: which products they have, when their contracts are expiring, the last time you spoke, or even their birthday or children’s names. You can delight every customer, every time by making them feel special and unique.

9.    Attract business and promote your brand

With Act! CRM you can send impactful emails that promote your products or services helping you look professional, without a big budget or marketing expertise. Set yourself apart from the competition as you build the perfect journey for your customers with automated outreach in each step. Your results only get better over time, because real-time metrics will tell you what’s working and what isn’t . With the tools to capture new leads, profile your prospects progressively, and turn website visitors into paying customers you can get the word out about your business quickly.

10. Hit your sales goals

With Act! CRM you can discover the value behind opportunities, prioritising those higher up. With your marketing and sales teams being fully connected, new leads who are ready to buy will be passed on to you as soon as they are received, allowing you to hit targets. With the ability to track and manage every detail of your open opportunities, you can forecast accurately, uncover potential issues and opportunities, and quickly adjust your strategy with ease. You can even identify trends from any deals you’ve lost.

11. Keep current customers happy

Acquiring new customers can be an expensive task but with Act! you can stay engaged with them after their initial purchase. With automated communications and activities, you can deliver the right message at the right time. This makes it easy to upsell products or services to existing customers, ensure they renew contracts before expiration, and check in regularly to ensure they’re happy. With happy customers the reviews and referrals can keep your business ahead of the competition.

12. Stay focussed with real-time metrics

Act! CRM will help you discover exactly how your business and employees are performing with dynamic, visual snapshots of real-time metrics. With access to sales, marketing, and business health KPIs you can make smarter decisions. With Act! CRM you can drill-down and fine-tune your strategies with insights specific to your unique industry.

13. Keep organised, stay busy

Act! allows you to have a place to organise everything related to your business. Your customer details, emails, notes about your accounts, attachments, campaign results, and even industry-specific details are all organised and easily searchable. Working in the cloud means you can see data while in the office, on the road, or even when you’re disconnected.

What’s next?

Our expert team will help you understand how our Cloud CRM software can be configured to support your business effectively. As a Salesforce Certified Consulting Partner and Act! Diamond Certified Consultants we will help you through every step of the way. From the implementation process, consultation and installation to supporting your software once you are up and running.

In addition we will provide full product training to help users get the most out of the cloud CRM software. Our talented experts will ensure your team have the tools become more effective in their engagements with customers.

With years of experience our fully-accredited team will transform the way you do business. Be able to free up the valuable time that you need to focus on achieving your business goals. To find out how gain complete control over your business, call us on 0115 840 5075 or email enquiries@solutionsforaccounting.co.uk.

Our Accreditations

Sage Gold Developer Partner
Salesforce Registered Consulting Partner
Act Diamond Certified Consultant
Sage Platinum Partner