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Customer Relationship Management (CRM/CXM)

For Visibility, Productivity and Growth
Exceed your sales and service goals

Get customer visibility and improve productivity and collaboration across your enterprise. Alithya leverages the latest technologies and our add-on solutions to help sales, marketing and service teams gather crucial customer information. Your team will have the tools it needs to meet and exceed sales and customer satisfaction goals.

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Boost Sales

Give your sales team the tools to become more productive and focused on building customer relationships that deliver. This requires your sales team to become more proactive and to maintain and enhance new and existing customer relationships at every opportunity. Having technology that automates and supports your sales processes gives you the sales productivity you need. We’re here to help you drive real business change – outcomes that matter. Learn more

Maximize the Impact of Marketing

Are you looking to take control of marketing operations, planning, execution, and analytics across all channels—digital, social, and traditional? Sales and marketing collaboration is key. Imagine if sales and marketing were using common tools that support an optimal internal team relationship? One with a single intuitive interface that will be easily adopted by the teams. We help marketers demonstrate campaign performance with powerful reporting and business intelligence that ties into and aligns with sales. Learn more

Next-Level Your Customer Service

Do you want to provide structured multi-channel service and support, improving customer service and performance as a whole? Did you know that the right technology enables your organization to deliver consistent cloud-based service and support anytime, anywhere? Through a powerful combination of knowledge management, self-service and multi-channel engagement, we can help you take your service to the next level. 

Strengthen Field Service Performance

We can help you transform the way you service your customers from initial interaction to resolution from contact center to field service operations. We can help you integrate your service operations all into one system. This means every player in your organization has the same access to accurate, real-time data on every customer, and the level of service remains high at each touch point. Let us help your Field Service operation become the proactive, revenue driving aspect of your business you have always wanted. Learn more

Improve Team Collaboration and Productivity

Collaborating with teammates who are not in the same physical location is a normal part of day-to-day life. Has your office transformed the way you do business to meet today’s changing needs? From running meetings to sharing notes and working on the same document, your teams need tools, integrated with your CRM, that facilitate productive and effective collaboration across organizational boundaries. Learn more

Deliver Projects On Time and On Budget

Allocating the right resources to meet client commitments is a challenge when employees are scattered across the globe, working on multiple projects at the same time. From sales opportunity to project delivery, Project Service Automation makes it easy for services organizations to track progress, put the right resources in the right place, and deliver profitable projects on time and on budget.

Empower Your Sales Team with AI

Sales reps don’t need to fly blind. Empower them with AI-driven insights that generate revenue, increase efficiency and reduce costs. Prioritize sales leads and opportunities that are the most likely to buy based on a broader set of signals in your system. Focus on the right customers and track the ongoing health of your relationships, as well as opportunities long after the sale. Learn more

Set Yourself Up for Success with CRM

CRM Services to Achieve Your Target Business Outcomes

You need to build customer relationships that deliver. We help you identify goals, create plans and deploy solutions for productive sales, engaged marketing and informed support. Our Customer Support Programs deliver valuable CRM consulting services to leverage your investment. Learn more about a business outcomes approach.

High Performing Organization CORE (Customer Owned Rapid Engagement) Alithya Connect D365 University Training

High Performing Organization

The companies that are the most successful with their CRM 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 CRM 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 CRM 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.

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Alithya Connect

Get ongoing advice and monitoring on how your organization is working toward target business outcomes. Alithya Connect offers a proactive post-implementation service of knowledge, training and support.

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D365 University Training

Ensure your team gets up to speed quickly with CRM. 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.

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How to Avoid Common CRM Mistakes

The hard truth is that like many complex IT initiatives, CRM projects often fail. You may have even experienced a failed CRM implementation or two. Continue on and learn: 

  • What to do if you are in the middle of a painful or failed CRM implementation
  • How successful companies view CRM
  • What to look for when choosing a CRM partner

We started to see benefits after going live on Dynamics 365. The standardization of processes and the system automations are already saving our sales team time and boosting productivity within the organization. The combination of Dynamics 365 and Alithya's Equipment Dealer Solution was exactly what Boyd Company needed to uncover new opportunities and improve the sales process for years to come.