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Business Outcomes for Professional Service Firms

Discover Business Outcomes with Dynamics 365
What business outcomes should you focus on?

While every business is different, we’ve found that most want their CRM to solve the same basic problems. Which would make the most difference to your business?

Top 10 Business Outcomes for Professional Service Firms

Below, learn about the mostly commonly asked for business outcomes and how we help firms solve these.

Improve responsiveness, interactions with prospects, customers and partners Improve forecasting accuracy and revenue visibility Better support for management decision-making Improve bid win ratio Improve account management, up sell & cross sell Deliver more profitable projects Maximize time spent in relationships Improve service and responsiveness Increase leads and build pipeline Improve overall operational efficiency

Improve responsiveness, interactions with prospects, customers and partners

Companies can no longer “mend and make-do” as their way of keeping up with customers' expectations of seamless digitised access and interaction.

Data and information at the point of requirement needs to be instantly accessed, transparent and available to all parties involved in client engagements at each stage.


Improve forecasting accuracy and revenue visibility

Want to improve revenue forecasting, track your leads easily and maximize sales with the right CRM solution? Dynamics 365 offers exactly that: it provides a 360-degree view of your customers, sales processes and procedures. It’s the innovation you’ve been anticipating

Discover in detail the benefits you can reap from managing sales with CRM.

eBook Forecast Accuracy

Better support for management decision-making

Are you bogged down with the amount of time needed collecting and analyzing data from multiple siloed applications?

CRM will give you real time information which can be shared in dashboards or surfaced with other company data in Power BI, enabling you and the other executives on your team to make decisions based on real time information. Benefit from having one centralized and intelligent application, such as a cloud based CRM solution like Microsoft Dynamics 365.


Improve bid win ratio

Business analysts suggest that after factoring in the number of competing tenders and prevailing market conditions, a good performance rate is considered to be around 40 per cent. However, the single best predictor of bid success - and the greater proportion - is attributed to CRM and the existence of a strong customer relationship. Companies without a “relationship” with the customer may only have a win ratio below ten per cent (Persuasive Business Proposals – Sant, 2004)

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Improve account management, up sell & cross sell

Today, every ‘sale’ is just the beginning of an ongoing client relationship that needs to be serviced. Make sure your sales team has access to all of the information they need to serve the client the best and create deals that work for their business and your business.


Deliver more profitable projects

Give your staff an end-to-end solution from quote, to delivery, to invoice that gives a single system for customer engagement across all project related functions. Learn how to give users the ability to enable on time, on budget project delivery while improving project efficiencies, collaboration, and profitability.


Maximize time spent in relationships

Many firms have little or no understanding about the ‘Health of a Relationship’ prospect or how to get an introduction. Having insights at the right time to engage with relevant recommendations that speak to true customer needs will allow you to stop opportunities from falling through the cracks and  help shorten lengthy sales cycles and grow revenue.


Improve service and responsiveness

Data and information at the point of requirement needs to be instantly accessed, transparent and available to all parties involved in customer engagements at each stage. Yet data storage in different locations under different operating and management systems continues to be a real barrier to performance efficiency for company staff and their customers. Learn how we answer this challenge for your customers.


Increase leads and build pipeline

CRM will help you understand buyer behaviour with a complete view of all activities, and refine your pipeline strategy accordingly. Learn how an effective CRM solution is key to increasing your sales volume.

Learn more

Improve overall operational efficiency

CRM can give you the ability to centralise and consolidate existing disparate data sources across all locations and geographies, as well as removing manual and time-inefficient processes and tasks.


“At the outset of working with D365, we had a clear understanding of what we wanted in terms of behaviors and how things were going to work. But, as we understood more and more about it, what Alithya really helped us with was keeping focused on the real outcomes that we could deliver through the business.”

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Additional Insights to Set Yourself up for Success with Dynamics 365 CRM

High Performing Organization

The companies that are the most successful with their Dynamics 365 implementations think of the software as a strategy or business outcome execution engine. We refer to these companies as High Performing Organizations (HPO). We’ve taken this concept a step further by creating the HPO model to help you organize resources and schedules to support your Dynamics initiatives.


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CORE (Customer Owned Rapid Engagement)

With Customer Owned Rapid Engagement (CORE), you empower sales, marketing and service personnel by putting your Microsoft Dynamics 365 solution at the center of your organization. The CORE agile methodology guarantees that your organization will be trained in the solution the day you go live. The result: Your organization is empowered and ready to move.


D365 University Training

Ensure your team gets up to speed quickly with Dynamics. We provide tailor-made, role-based training for your sales, marketing and service teams. D365 University provides 24/7 access to training options and resources.

Project Methodology for Professional Services

Learn about the Alithya method when working with professional service organisations. Our client Serco have benefited from the blend of IT support and technical development with business led workstreams to support their move from Salesforce to Microsoft Dynamics 365 in 13 weeks!

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Outcomes Workshop