Comprehensive Dynamics 365 support for a Veterinary Imaging Company
Akita was chosen as the Microsoft Dynamics 365 support partner for a leading provider of advanced diagnostic imaging solutions for veterinary practices.
Our support service plan has assisted the smooth running of their Dynamics 365 Sales, Customer Service and Field Service setup.
Challenges For Veterinary Organisation
Operating a suite of Microsoft Dynamics 365 applications, the company faced several issues.
The ongoing efficient performance of their Dynamics 365 system was integral to their operations. Unfortunately, there were questions around the deployment and integration of the application, with a need to establish the efficiency of the setup.
The organisation also wanted to migrate its marketing platform from HubSpot to ClickDimensions, a marketing automation solution that sits within Dynamics 365. By doing so, the company hoped to better meet its marketing goals and better align with sales efforts.
With the in-house ability to deliver both ongoing Dynamics 365 support, and as a ClickDimensions partner with migration experience, Akita was the partner of choice for this requirement.
Comprehensive Dynamics 365 Audit
As part of our standard approach to a new support arrangement, Akita began with a thorough Microsoft Dynamics 365 audit. This included assessing key aspects of operations within Dynamics 365, such as sales pipeline, customer support workflows, and field operations processes.
The findings of the audit helped us identify the areas of operations where Dynamics 365 wasn’t currently meeting needs and required optimisation and improvement.
Our consultants were then able to deliver advice and a recommended development roadmap for the onward development of the company’s Microsoft CRM system.
Transition To Akita’s Dynamics 365 Support Service
Following the audit, all documentation from the audit was logged within Akita’s helpdesk system ready to deliver our support service.
This included detailed descriptions of the current setup, how each module is configured, and long-term goals to ensure the system would meet future needs.
Key points of authority were also noted to ensure that only those authorised could request support items that might result in system changes.
The company was then provided with banked support hours that it could draw down as it required for the support of its Dynamics 365 setup.
Migration From HubSpot to ClickDimensions
As a separate project, Akita undertook the veterinary imaging company’s migration from HubSpot to ClickDimensions to support its marketing efforts.
Following consultancy to understand the company’s marketing requirements, we securely exported existing marketing data out of HubSpot, including contacts, campaign history, and analytics.
ClickDimensions was then deployed and integrated with the existing Microsoft Dynamics 365. Care was taken to ensure unified data management between ClickDimensions and Dynamics 365, allowing sales teams to gain the full benefits of marketing data. Contact, campaign and analytics data from HubSpot was then integrated into Dynamics 365 ready for use in ClickDimensions.
Once ready, our Dynamics 365 consultants provided comprehensive training for the company’s marketing team. This included complete coverage of ClickDimensions’ marketing features.
Ongoing support of ClickDimensions has been included with the Dynamics 365 support service to ensure any issues after the transition are dealt with quickly.
Benefits Of An Effective Dynamics 365 Support Partner
The veterinary imaging company has experienced a range of benefits from Akita’s support. Its Microsoft Dynamics 365 system now runs more efficiently in line with the company’s operations.
The switch to ClickDimensions has also resulted in more effective marketing efforts, with campaigns and marketing results better aligned to sales for maximum value.
Based on the results of our audit, Akita has also provided the company with a longer-term development plan for its Dynamics 365 setup, aligned to its own operational goals.
Discover more benefits of having Akita as your Dynamics 365 support partner here:
