Accelerate business outcomes with CRM consulting services

Create more engaging customer experiences, power intelligent sales and marketing, enable proactive customer service, unlock connected field operations, and strengthen every customer interaction. With AI‑enhanced customer relationship management (CRM) capabilities, you can personalize outreach, predict customer needs, automate routine tasks, and surface insights that drive smarter decisions. Our team can guide you in exploring AI’s full potential and integrating it directly into your CRM strategy to elevate performance across your organization.

Build stronger relationships with better data

A modern CRM system enhances your customer experience by centralizing data, streamlining interactions, and enabling personalized engagement at every stage of the journey. Instead of fragmented tools and scattered insights, a CRM gives your teams a complete, real-time view of every client: their preferences, history, and behaviors. 

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This makes it easier to:

 

  • Respond faster to customer needs
  • Anticipate expectations with tailored offers
  • Maintain consistency across sales, service, and support
  • Personalize communications based on actual data
  • Track satisfaction and proactively resolve issues

 

When well implemented, a CRM transforms reactive service into proactive care, turning customers into loyal advocates. 

Microsoft Dynamics Customer Engagement fits into the longer-term roadmap of our technology strategy, and it’s worked out really well. No problem was too big or small for Alithya to work with us on. 

Anne Wightman

VP of Global IT, A.W. Chesterton

Business outcomes you can achieve with CRM consulting services

You need to build customer relationships that deliver. Whether that means implementing a whole new customer experience platform or optimizing and integrating your existing CRM, we can help. Together we will identify goals, create plans, and deploy solutions for productive sales, engaged marketing, and informed support.  

We’ll help you implement the right CRM to: 

Boost sales

Give your sales teams the right tools to make them more proactive and productive. Our CRM consultants can equip them with technology to automate and support sales processes that improve customer relationships, sales efficiency and win rates for new or existing clients.

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Maximize marketing impact

Foster trust and loyalty with a unified, adaptable communication platform. We help marketers show how campaigns are performing with powerful reporting and business intelligence that ties into and aligns with sales.

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Perfect customer support

Take your customer service to the next level with consistent cloud-based customer service and support anytime, anywhere. Boost service levels across all touchpoints by providing fast access to real-time customer data. We can help you exceed expectations consistently by optimizing resources and assisting technicians efficiently. 

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Strengthen field service performance

Transform the way you service your customers, from initial interaction to resolution, from contact center to field service operations. Alithya’s CRM implementation experts will ensure you’ve got the right solution to improve scheduling, reduce costs, and improve customer satisfaction. 

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Improve team collaboration and productivity

From running meetings to sharing notes and working on the same document, your teams need CRM-integrated tools that facilitate productive and effective collaboration, anytime, anywhere. Our team can offer integration services and database optimization and help you map, link and share important information across your business. We’ll make sure sales and marketing are in sync. 

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Deliver projects on time and on budget

Your organization needs to monitor project performance to ensure success. Project management tools with automation capabilities make 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.

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Empower your sales team with AI

Respond to trends faster with social and web customer insights that help you know what your audience is saying, looking for, and feeling. AI-driven insights can help your sales team generate revenue, increase efficiency, and reduce costs. 

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What you can expect during your CRM implementation/optimization project

Implementing a successful CRM strategy doesn’t have to be overwhelming. At Alithya, we partner with you every step of the way—from defining goals to full implementation and beyond. 

Define and communicate CRM goals that align with your business priorities, such as boosting sales, enhancing customer service, or streamlining marketing. We help keep these objectives front and center throughout the project. 

We help map out your current workflows and identify where CRM can deliver the most value.  

Together, we can streamline inefficient processes by replacing band aids with root-cause solutions, automating tedious tasks, and leveraging AI for faster insights. 

Understand the nuances between leading solutions in the enterprise CRM and CX market with our multi-partner expertise. We help you evaluate platforms based on usability, integration, scalability, and cost to ensure the solution fits your unique needs. 

Clean, reliable data is the foundation of CRM success. In addition to ETL and integration services during CRM implementation, we can also help you establish data governance practices to keep your customer data primed and ready for informed decision-making and automation. 

Going live is just the beginning; user adoption is absolutely essential to CRM success. Our training programs empower users at every level to help your staff embrace change and evolve daily practices.   

Ensure your system continues to evolve as your business grows with the help of expert support. Alithya's managed services team can take care of CRM updates, enhancements, footprint expansions and more.  

Client success across every industry with CRM solutions

CRM solutions are transformative across various industries, driving efficiency, enhancing customer relationships, and boosting revenue. 

Here are some of the top industries that benefit most from CRM solutions and their business outcomes: 

Manufacturing

CRM helps manage dealer and distributor relationships, track orders, and improve communication. This leads to reduced missed orders, better lead tracking, and increased revenue.

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Healthcare

CRM helps manage patient relationships by streamlining appointment scheduling, follow-ups, and personalized care plans. This improves patient satisfaction and operational efficiency. 

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Financial services

CRM systems enable better customer segmentation and personalized financial advice. This enhances customer trust, retention, and cross-selling opportunities.

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Professional services

CRM helps manage client relationships, track project milestones, and streamline collaboration across teams. This improves service delivery, client satisfaction, and revenue growth.

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Enterprise CRM and customer experience solution partners

Microsoft

Alithya and Microsoft help organizations drive measurable business outcomes with leading CRM, business applications, and low‑code solutions. As an award‑winning Microsoft Dynamics 365 Customer Engagement partner, Alithya leverages the full Microsoft Cloud platform, including AI‑powered copilots, to improve performance and accelerate innovation.

Salesforce

Alithya and Salesforce empower sales teams with automation, AI‑driven insights, and a unified 360° customer view. Together, we help organizations increase productivity, build trust, and accelerate deal velocity while delivering seamless experiences across sales, service, and marketing with the Salesforce platform and Agentforce.

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Oracle CX

Alithya and Oracle CX unite marketing, sales, and service to deliver more intelligent and personalized customer experiences. By providing a complete view of every interaction and integrating with Oracle Cloud or third‑party platforms, we help teams strengthen relationships and improve operational and financial performance.

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Get customer visibility with our CRM implementation and consulting services

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.