Akita worked with a leading not-for-profit organisation - home to a diverse network of journalists, lawyers, bankers, MBAs, lobbyists, speechwriters, and digital marketing professionals – that was seeking to modernise its operations

With an ambitious vision and a multi-tiered strategy to support businesses and clients of all sizes, the organisation recognised the need for a more sophisticated CRM solution to drive long-term efficiency.

To support their mission, we deployed Dynamics 365 Sales, addressing several pre-deployment challenges and delivering significant post-project benefits.

Challenges Pre-Deployment

Before Akita deployed Dynamics 365 Sales, the organisation faced several key transformation challenges.

Firstly, there was significant resistance to process change within the team. This made it more difficult for the organisation to adopt new technologies and processes.

There were also various third-party applications that were integrated with their existing systems, resulting in an unnecessarily complex setup.

Additionally, aligning the new system with their established business processes required careful planning and execution.

Solution and Approach

To overcome these challenges, we implemented a structured and comprehensive approach. We undertook thorough data audits to identify inconsistencies and redundancies, followed by data cleansing and mapping to ensure data accuracy and integrity.

The platform was then developed to meet the needs of the organisation, with relevant integrations to align wider systems with Dynamics 365.

Extensive training programs were developed and delivered, tailored to the needs of the organisation, to familiarise the team with Dynamics 365 Sales and ease the transition. We also conducted workshops with key stakeholders to capture all business needs and ensure that the solution was aligned with their objectives.

This collaborative approach helped in addressing concerns and gaining buy-in from the team.

Benefits Of Dynamics 365 Sales Deployment Post-Project

Implementing Dynamics 365 Sales has resulted in several benefits for the organisation:

• Enhanced Sales Productivity: By leveraging automation and custom reporting, the organisation experienced a significant boost in sales productivity.
• Data Accuracy and One Source of Truth: The implementation ensured data accuracy and provided a single source of truth, facilitating better decision-making.
• Increased Conversion Rates: The streamlined processes and improved data management led to higher conversion rates.
• Increased Compliance and Security: The use of customised security roles enhanced compliance and security, protecting sensitive information and ensuring regulatory adherence.

Akita’s deployment of Dynamics 365 Sales for this not-for-profit media organisation successfully addressed their pre-deployment challenges and delivered substantial post-project benefits.

By enhancing sales productivity, ensuring data accuracy, increasing conversion rates, and improving compliance and security, the organisation is now much better equipped to achieve its long-term goals and vision.

The not-for-profit continues to work with Akita for ongoing Dynamics 365 support, ensuring they continue to maximise the use of their new Microsoft sales CRM solution.