Your CRM Partner
C9 assists businesses that are looking to harness the power of their data. Our consultative approach will guide you through the various CRMs to identify which one fits your needs, implement the CRM, and support your team in using the CRM in the most efficient manner.
Navigating the CRM Landscape
Choosing the right CRM can make a difference in how your system performs. C9 gets to know you and learn more about your business and then guides you to the CRM that best fits your business processes and terminology. Trust the experts for picking your CRM.
Microsoft Dynamics
- Sales
- Marketing
- Service
- Finance / Accounting
- Operations
- Commerce
- Human Resource
Dynamics provides small to enterprise clients with the ability to manage all data from one system. Its ability to integrate seamlessley with the Microsoft 365 suite of products makes it a great fit for organizations utilizing Microsoft services.
Salesforce
- Sales
- Service
- Marketing
- Commerce
- Extensive App Exchange
Salesforce is a proven leader in the CRM space. Their platform allows for unlimited customization. One of the most exciting benefits of Salesfore is their AppExchange where you can download many applications that allow your Salesforce system to integrate seamlessly to other 3rd party applications.
Zoho
- Sales
- Service
- Marketing
- Email and Collaboration
- Finance / Accounting
- Integrations
Zoho is one of the easiest CRMs to use. C9 typically implements Zoho for businesses launching their first CRM. From integrated email communication to their easy to use platform and simple integrations make it a simple to use system for all types of users and industry types.
Our Process
The C9 process consists of helping you find the right CRM, implementing the CRM, and supporting your team in taking full advantage of the CRM.
Finding the Right CRM
Choosing the right CRM can make a difference in how your system performs. C9 gets to know you and learn more about your business and then guides you to the CRM that best fits your business processes and terminology. Trust the experts for picking your CRM.
Ensuring the CRM works with your business model
Ensuring the CRM brings value to your organization
Ensuring the CRM will help your business grow and adapt as your business evolves
Implementing Your CRM
CRMs are not designed to be used “off the shelf”. C9 customizes your CRM to capture the data that is most important to you while embedding workflows and processes that provide automation. Your CRM should be an extension of your team.
Custom data fields to reflect your business terminology
Incorporation of business rules and processes to take advantage of automation
Migration of data from old data sources to your new CRM
Supporting Your Team
Once you have your CRM up and running C9 can assist you in ensuring 100% user adoption. The C9 team is here to help build custom reports, make system edits, and most importantly make sure everyone is using the system in the most efficient manner.
Setup and training for building custom reports
Ensuring automation is being used to help free up time and resources
Continued education on the ever evolving CRM tool
Value-Added Services
C9 is proud to offer services that make your CRM more powerful.
Accept Payments
C9 provides end-to-end payment processing for all types of credit cards and electronic checks. Whether you are accepting one-time payments or accepting recurring payments the C9 solution can help you get paid faster in a secure manner.
Customer Portals
C9 bridges the gap between you and your customers by providing a secure and user-friendly web portal. The portals can be used for any service you want to provide to your customer. Most commonly, our portals are used for applications and support tickets.
API’s and Zapier
Minimizing systems, keystrokes, and user interaction the C9 team is one of the keys to maximizing efficiency. The programming team has developed integrated to multiple APIs and also takes full advantage of the robust Zapier ecosystem.
The Reward
Implementing a customized CRM rewards you with powerful opportunities. All of your data in one central system that can be accessed from anywhere at any time allows you to harness the full potential of your data to grow sales, provide a great customer experience, and achieve your goals.
