Private and Confidential / Consultant Questionnaire
Associate Consultant Questionnaire
Consultant Name: / Last updated:
Daily Salary expectations (based on industry standard 8 hour day):
Availability to start:
Why would you like to work with Cloud9:

1Questionnaire Purpose

1.1Questionnaire Objectives

This questionnaire is intended to gain a deeper insight into consultant’s experience, preferences and approach to delivering CRM Projects. Cloud9 work with both permanent as well as Associate Consultants. This questionnaire is intended for associate consultant applications.

Cloud9 primarily offer services for clients in deploying Dynamics 365, as well as complimentary services such as training and Office 365 Deployment. Our customers value our advice on best practice as well technical expertise. Please note that this document will not be shared with clients directly or any third party, but the information may be used to help sell your strengths and assess suitability to work on any Cloud9 project.

1.2Working with Cloud9 Insight

To provide the best experience for our clients and also to ensure your success with projects we provide the following:

Fun and Customer focused

Cloud9 are a fun team that are passionate about making customers happy and successful with their deployments with CRM. We are driven to learn and continuously improve the services we offer. Our values include being transparent with customers to give them best advice, even if this means less profit for Cloud9 as what makes our clients successful in the long term will make us successful too. We plan quarterly days in the office for learning and sharing for consultants and the wider team with dinner and drinks out to ensure there is a fun aspect to really getting to know your peers. Cloud9 have recently moved to bright, spacious modern new offices with great views of Preston Park and the Downs. This includes training suites that can be used for delivering client workshops, training and general get togethers.

Telephone & Email

On request we can provide a dedicated phone and number for permanent or occasional/project use for you to give to Cloud9 clients. This can be diverted to our offices when its not convenient for you to receive calls. This phone includes a conference number for your use with clients. You will be given a Cloud9 email address which will be strictly used for Cloud9 business purposes only. We recommend setting up a divert for emails received when Cloud9 emails are not monitored daily.

SharePoint

You will be given access to project sites on the Cloud9Team sitethat you are working on. You can also set up Sharepoint sites with clients and share these when appropriate with clients. We will make templates available for use on the project such as requirements documents, training materials for clients, change request forms, project sign off and weekly project progress etc.

Training & Competencies

Cloud9 will provide you with access to Microsoft Training Materials (DLP) and up to date Product News and events. Through association of your certifications with Cloud9 we use your up to date certifications to gain new business competencies which increase our profile within Microsoft.

How we work

Cloud9 work with Associates on an ad-hoc basis. Typically the Associate will undertake the requirements gathering engagement and estimate on the work proposed. Once these requirements have been signed off by the client, Cloud9 will provide a purchase order to cover the value of the project. Work can be scheduled at your mutual convenience with the client. The training and requirements are often delivered on-site, but the majority of other project work can be completed off-site. The Cloud9 team are involved in project co-ordination (for example assisting with support and scheduling of training dates etc) and we encourage you to work with us as a team. When required we can ensure additional team members are available to work with you when a requirement may fall outside your skill set.

Cloud9 sell affordable post project support to ensure clients have access to the team for on-going tweaks and changes, as well as training. This can ease the burden on consultants during and after the project. We find support increases client user adoption significantly as they find it useful to have Cloud9 on hand for any how to questions.

2Working Preferences

This section provides more details on your working preferences.

Please tick all that apply

Contract preference

Permanent / Ad-hoc Associate

Interested in

Ad Hoc Support / Ad Hoc Projects / Undertaking project end to end / Remote Training
On-site Training / Facilitating Requirements Workshop & Write up & estimation / Data Migration / Integrationusing Scribe or other (please specify)
Pre-Sales focused on Project Planning / Demo for Pre-sales / Demo for Pre-sales via WebEx / Bid Response

Location

What is your home address and nearest train station and airport? (please advise in comments if you do not have access to a car and hold a full driving licence)

For client projects, what is your preference for geographical location?

No Limitation for travel / Remote Only / Preferences for locations/counties/cities - please specify:

Which languages do you speak fluently? ______

Please provide details of your relevant Microsoft qualifications:

3CRM Skills

Please indicate on a Scale 0-5your expertise in the following areas (5 expert – 0 none):

Marketing Click Dimensions Capability / Service Capability of CRM / Sales Capability of CRM / Integration using Scribe
Facilitating Requirements gathering workshops / User CRM Training / Technical CRM Training / Problem solving for support
Project Management / Process Definition / CRM Strategy & Vision setting / Pre-sales
Data Migration / Portals using ADX / Reporting & BI / Estimating effort
Financials / Operations (ERP) / Project Service / Field Service

Please specify any CRM add-ons you have worked with

If you have an interest in delivering public training courses, what topics would you enjoy teaching (this can be outside CRM as well as CRM related)

Please specify any other relevant skills you feel would make you a great consultant

Years experienced in Deploying Microsoft CRM

Years experienced in Deploying CRM Projects (using any technology)

4Industry & Project Experience

This section outlines any specific industry preferences and expertise you may have for the sectors you prefer to work with. This industry expertise is often sought after by clients for support in adopting best practice in their industry. We use this when positioning your experience and targeting clients.

Please list below industry experience you have and indicate low, medium or high degree of understanding of processes for sales, marketing and service in that sector. Please also include a summary of your experience in that sector which should be 2-3 sentences.If possible name any clients you have worked with in that sector. Please provide details of your role on the project and approximate year of experience.

Industry(client name)- Functional Area eg Sales – High (depth of industry experience)

Summary of project or industry experience.

Role on project – Approximate year of project

5Other

Please summarise what your advice to clients would be on ensuring success of their project:

Give one or more examples of a perfect project that meets your personal goals and motivations:

How would past clients you have worked with describe the contribution you have made to the success of their projects?

What are the great strengths would hope to bring to Cloud9 and their clients

We consider we are great at creating high performance teams. What weaknesses do you have that Cloud9 should consider budding you up with to minimise and support you. (eg Presenting)

Feel free to include any other helpful information on your experiences or preferences we should use or take into account when positioning you for projects with Cloud9 clients:

Please provide details of 2 projects you have recently worked on that we could contact for references

Please provide contact details in case of Emergency

What is your notice period to commence working with Cloud9

Any other supporting information relevant to your application you may wish to provide

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