CRM Consultants & Implementation Partners in Bellevue, NE

enCloud9 LLC is a CRM consultancy based in Bellevue, Nebraska. It works almost entirely within the Microsoft business application ecosystem, with Dynamics 365 at the center. The firm helps organizations choose, roll out and fine-tune customer relationship management systems.

It increasingly combines those systems with Microsoft Copilot and the Power Platform so clients can automate repetitive tasks and get AI-assisted insight from their customer records. Its published client stories include manufacturers, distributors, packaging producers, a leasing company, a children's nonprofit and other mid-sized organizations.

Services across the CRM lifecycle

The company covers each stage of a Dynamics 365 project, from the licensing decision through long-term care of a live system. Its main service lines are:

• Dynamics 365 deployments configured around each client's sales, marketing and service workflows
• Copilot rollouts in Dynamics 365 and Microsoft 365, plus custom agents built with Copilot Studio
• Fixed-scope accelerators for sales, service and marketing, designed to get teams working within about a week
• Rescue and repair projects for CRM environments that have stalled or no longer fit the business
• Guidance on Microsoft licensing
• Marketing services and ClickDimensions work
• Managed or flexible support arrangements

Product coverage

enCloud9 resells and implements a broad set of Dynamics 365 applications:

• Customer Service: case tracking and routing, a central knowledge base, SLA monitoring, customer self-service portals and KPI dashboards
• Field Service: work orders, skills- and location-based dispatching, a mobile app for technicians and IoT-driven predictive maintenance
• Contact Center: a Copilot-centered contact-center-as-a-service platform with voice, SMS, webchat, email and social channels, full IVR, call recording with transcription, unified routing and Teams integration. It can run inside Dynamics 365 or alongside a non-Microsoft CRM.

The firm also works with Sales, Marketing, Business Central, Power BI, Project Operations and Power Apps. For integration and document tasks it uses add-on tools such as Document Core Pack, Tibco/Scribe and Zap Copy Record.

How they work with clients

Engagements usually start with a complimentary one-hour consultation. Consultants then work directly with the client's staff instead of applying a standard template. For organizations that need help beyond what Microsoft's own support offers, enCloud9 runs a dedicated Dynamics 365 support service. It is sold on a subscription basis and staffed by US-based consultants who know each customer's environment. The service covers custom configurations and handles escalations to Microsoft for the client.

Specialties and differentiators

enCloud9 sells its own applications built on Microsoft's platform: Law Pro 365, Email Verifier, EasySMS and Wealth Builder. It offers industry-oriented Dynamics 365 solutions for law firms, accounting firms, distributors, healthcare and construction. It also notes that the platform is especially well suited to distribution and manufacturing.

Its case studies show the range of this work:

• Moving Elmwood Reclaimed Timber off a CRM that was two decades old and into the cloud
• Building customer engagement for Compana Pet Brands with Copilot Studio
• Moving World Import Distributors to Business Central
• Modernizing sales and service operations at Jasco
• Handling complex data for Collaborative for Children through a custom Dynamics 365 build