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Launch Your ProductivityAnd Empower Your Team

What is Springboard?

Springboard is a range of products built to enable Professional Services and SMEs to close more opportunities and drive sales

Springboard solutions are built on Microsoft’s Dynamics 365 platform and are optimised for Professional Services and SMEs to offer an attractive entry price and fixed time deployment 

without losing scalability as your business grows

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Springboard Start

Enable rapid growth by maximising your sales productivity

You’re a small business owner looking for a way to keep your vital business information secure, whilst balancing your need to access it on the move, and on whatever device you choose in your busy day. 

 

Your chosen business platform needs to be affordable right from the start and grow with you as you grow.

 

You don’t have a lot of time and money to throw at these challenges but you know you want to get it as right as you can from the start.

A quick start solution at an affordable price that won’t tie you up in a time consuming, information seeking  set up meetings on a monthly subscription basis is perfect for you.

 

An out of the box, quickly deployed, fixed price Dynamics 365 Sales Professional solution with built in dashboards and sales processes, all designed with your kind of business in mind.

 

We will build your solution using your answers to our carefully crafted questions, supported by a 30 minute discovery call and followed by a 60 minute handover call to get you up and running quickly.

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Springboard Accelerate

Support your growing business with a scalable and flexible platform for growth

Your business is really beginning to ramp up now! Although exciting, it can sometimes feel more like challenging!

With information scattered all over the place and  gaps in your business processes, you’re often having to work late into the night to stay on top of managing leads, opportunities, sales orders and projects.

You have realised that your growth needs support from a business platform with well thought out processes embedded in them. 

One that your colleagues will adopt easily and is connected to familiar apps such as Outlook and Office that they already use.  

You want to make sure that you are able to stay on top of increasing demand from your customers and also building your sales pipeline.

Reporting is becoming increasingly important to you and you need all your vital data at your fingertips.  You want to use the historical growth information you have invested your own sweat equity in, to plan and assure your business’ future success

Most of all, in common with most business owners, you don’t want your business platform to cost the earth and eat up all your time to implement it.  

A fixed price, quick start deployment of a Dynamics 365 Sales platform, optimised for your business.

 

A customised business process flow bar to encourage best practice and information gathering within your organisation.

 

Relevant reporting on dashboards that have been created for Professional Services to give you the information you need to grow.  


A complete Sales Order process from Quote to Order to Invoice.  A Product Catalogue with a Price List connected to simple Project Management.



 

LinkedIn Access via Dynamics 365 with Sales Navigator (additional licence required)

We will build your solution using your answers to our carefully crafted questions, supported by 2 * 30 minute discovery calls and followed by a 120 minute handover to get you using your solution quickly and effectively. 

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Springboard Engage

Connect your business activities, drive valuable reporting, make better decisions

You’re a maturing business that increasingly requires a 360 degree view across all areas of your business and one place to hold all your data securely.  You may even have more than one business unit as you have identified further opportunities for growth in your sector.

You have established business processes, some compliance challenges with regards to quoting, and the next challenge is to make sure that everyone within your business follows the correct procedures and gathers the kind of data to make your marketing and reporting vital and relevant.

You recognise that having pertinent data from your financial package surfaced in your sales pipeline against accounts would provide the kind of information that would enable your sales team close more deals, more profitably. You would also like to have a seamless connector into your Quikbooks, Xero or Sage Package from Sales Order in Dynamics 365 Sales.

You understand the importance of Customer Service for providing after sales satisfaction and avoiding the pain of customer churn.  You know it is easier to sell to existing clients proving you continue to nurture and understand them.  You want to know how your customer facing colleagues are dealing with the daily issues and problems served up to them because of this.

You still need all the benefits of a Sales solution:  account based marketing, sales pipeline, sales order process and you want to see this connected to completion of projects, your digital marketing efforts, customer service desk, and your financial package.

You are prepared to invest some time and money into a customised solution as you can see that the benefits it will bring will return ROI quickly and measurably.

Customised sales and service functionality built on a Dynamics 365 Sales solution licenced by Dynamics 365 Sales Professional  licences supported by a Discovery led  deployment of a Dynamics 365 Sales platform, optimised for your business. 

Customised business process flow bar to encourage best practice and information gathering within your organisation. 

Relevant reporting on dashboards that have been created for SMBs and Professional Services businesses to give you the information you need to grow.  

Goals and Forecasting capability for personal Sales targets and projecting business growth.

A complete Sales Order process from Quote to Order to Invoice.  A Product Catalogue with a Price List connected to simple Project Management

Website form for your website to create a Lead record in Dynamics 365

Customised workflows (limited number) to enable streamlined productivity

LinkedIn Access via Dynamics 365 with Sales Navigator (additional licence required)

Connector of Sales Order/Invoices to your finance package (QuikBooks/Xero/Sage Line 50)

Support during business hours with an SLA

Continuous optimisation service (additional charges may apply)

Dynamics 365 Marketing App OOB implementation (additional licence required)

Fully functioning Project Management suite from Opportunity Qualification to invoicing implementation OOB (additional licence required)

Additional apps include Customer Service and Marketing subject to additional implementation costs and licensing.

We will build your solution using your answers to our carefully crafted questions, supported by 3 * 30 minute discovery calls and followed by a 1 day handover and training to get you using your solution quickly and effectively. Focus group training is available for more highly customised solutions if required.

Why Springboard your business?

Are you experiencing any of these challenges and pain points in your business

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Springboard Start

Our Springboard Start solution gives you a safe place to store everything to do with your sales.

Springboard Start allows your to track all interactions with prospects, customers and suppliers including via email from Outlook.

Springboard Start has a built in quote/order/invoice process to enable you to win more business, more quickly.

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Springboard Accelerate

Springboard Accelerate allows you to easily schedule calls, appointments and tasks to act as reminders to stay in touch with important clients.

Springboard Accelerate’s easy to follow business process flows guide you and your staff to gather the right information at the right time.

Springboard Accelerate is built on Dynamics 365, Microsoft’s scalable and flexible business applications platform.

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Springboard Engage

Springboard Engage makes sure that your established business processes are followed every time.  Enabling productivity gains  so that your sales order processes can make sure you to react more quickly than your competitors to opportunities and quote requests.
Springboard Engage enables you to maintain relationships and nurture existing clients at the same time as dealing with the new opportunities coming in.  It gives you a way to maintain connection with these important parts of your business on a regular basis with scheduled appointments, tasks and automated emails without it taking a lot of time out of your busy day.

Springboard Engage offers you the opportunity to ensure that you have one true source of all data in your Dynamics 365 solution.  This makes integration with other platforms easier.  As an added bonus you can get rid of spreadsheets and other unsafe ways of storing important data.

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What's holding your business back?

Spend your time using your data, not searching for your data

"the more your business grows, the more ineffective your information sharing systems can become"

We understand the frustration of searching for documents, going through email threads to find out what has been agreed with a customer, spending evenings creating quotes in disconnected platforms to the ones you have managed the sale through, last minute hitches to projects due to vital documents not having been sent out at the right time.

Our Springboard suite of solutions has been designed to help you no matter what stage of growth your business is at.  We have taken the common challenges and pain points SMEs experience and optimised Dynamics 365 Sales to help you overcome them, at an affordable price that won’t hold you back in the future.  All this in weeks rather than months too.

Cloud 2020 is an SME like you, we understand your  business challenges and we’re here to help you grow!

 

Ian Bourne

CEO

Products and Pricing

Springboard Start

£3350

Best fit for: a start up business wanting to focus on sales productivity
  • Account Management/Sales Pipeline
  • Sales Order Process – Quotes, Sales Order, Invoicing
  • Business templates such as quotes/orders/invoice, NDA, Data Processing Agreement
  • Business Process Flow Bars optimised for Professional Services start ups
  • SMB focussed Dashboards and Reporting, Excel template for exporting
  • Quick Start – Automated deployment and onboarding

Springboard Accelerate

£9000

Best fit for: a growing business wanting to scale
  •  Account Management/Sales Pipeline
  • Sales Order Process – Quotes
  • Sales Order, Invoicing with UK Sales tax built in
  • Product Catalogue
  • Sales Goals/Targets
  • Pipeline Forecasting 
  • Website form to create Leads to Dynamics 365
  • Business templates such as quotes/orders/invoice
  • NDA, Data Processing Agreement
  • 2 * Customised Business Process Flow Bars
    and our inbuilt BPFB optimised for Professional Services  growing businesses
  • Excel template for exporting
  • Project Stages/Planning/Actioning/Archive
  • Project Activities including Start Date/Target Date/Actual Completed Date
  • Auto Rag on completion dates
  • Mixed automated and customised deployment and onboarding to save you time and money

Springboard Engage

from £15000

Best fit for: an established business with multiple apps
  •  Account Management/Sales Pipeline
  • Sales Order Process – Quotes
  • Sales Order, Invoicing with UK Sales tax built in
  • Product Catalogue
  • Sales Goals/Targets
  • Pipeline Forecasting 
  • Business templates such as quotes/orders/invoice
  • NDA, Data Processing Agreement with electronic signature capability
  • Secure and connected Sharepoint document storage 
  • Website form to create Leads to Dynamics 365
  • 2+ * Customised Business Process Flow Bars
    and our inbuilt BPFB optimised for SME’s or Professional Services  established businesses
  • Customised Dashboards and Reporting built around your business requirements
  • Excel templates for exporting
  • Fully functioning Project Management solution to take you from Opportunity to Invoicing (requires additional licencing)
  • Connectors to Xero, Sage, Quikbooks
  • Mixed automated and customised deployment and onboarding to save you time and money whilst achieving your specific goals
  • Support and Optomisation services available

All our packages contain

Industry specific process flows

Optimised Dashboards

Timeline recording of customer interactions

Integration with Outlook

Sales Leads and Opportunities

And we’re off!

We have a very exciting announcement! After many months of careful preparation we are finally here …. It is Launch day for Springboard! Our new

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