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Business System Success With Akita’s CRM Consulting Services

Get expert assistance to fully leverage your CRM solution

Introducing CRM Consultancy Services From Akita

Access the business system expertise needed to deliver success business systems with CRM consultancy services from Akita.

We help organisations implement and optimise their CRM solutions to enhance customer interactions, streamline processes, and drive growth. By leveraging the expertise of our CRM specialists, organisations can gain valuable insights into customer behaviour, improve communication, and create long-term relationships that lead to increased loyalty and revenue.

Akita is a leading provider of CRM consultancy services, helping organisations get the most out of their business systems.

At Akita, we take immense pride in being a leading provider of Microsoft Dynamics 365 consultancy services. With our unwavering commitment, we strive to help organisations unlock the full potential of their Dynamics 365 and Business Central projects, licenses, and integrations, revolutionising the way they operate.

Our team of qualified Microsoft CRM consultants are experienced in assisting organisations of all sizes with their requirements. So whether looking for assistance to plan a new CRM project to meet budgets and deadlines, or a strategy for expanding an existing Microsoft ERP instance, our consultants have the skills to help achieve objectives.

Speak To A CRM Consultant

Get in touch with one of our experts to find out more about how our consultancy services could help maximise your CRM potential.

The Importance of Professional CRM Consulting

For many organisations, CRM systems play a central part in their operations. Our consultancy helps organisations maximise the return on their investment and ensures solutions are optimised to deliver the best results. Professional CRM consulting can significantly transform organisational operations by streamlining processes, enhancing customer relationships, and ultimately driving sales growth.

Our expert CRM consultants work to understand your organisation’s objectives, challenges, and goals, providing tailored solutions that align with your specific needs. Our consultants ensure your system is implemented seamlessly, reducing downtime and enhancing productivity from the get-go. We offer customisation services to tailor your CRM system to fit your specific processes, ensuring you get the most out of your investment.

Receiving a CRM consultancy session

CRM solutions are heavily dependent on users knowing how to utilise their capabilities. So we provide the training and support to ensure data quality and promote effective customer interactions. With years of experience in CRM development, our consultants break down project goals into outcomes and outline the methods and technical requirements needed for the project to achieve those outcomes.

CRM Consultants working together

Why Choose Akita For CRM Consulting?

Akita Intelligent Solutions is an experienced CRM developer working with major brands and institutions across the UK and internationally.

Our consultants carry years of business systems expertise, while our developers have forged careers working on enterprise-level projects, even working for Microsoft itself.

Our experience of working with organisations ranging from SMEs to Blue Chip companies ensures that we can deliver CRM consultancy at any level.

And our status as a Microsoft partner provides assurance that we have the technical knowledge needed for your project.

Our CRM Consulting Services

Our CRM consulting process starts with a detailed system evaluation. We assess your current setup to identify strengths, weaknesses, and areas for improvement. This evaluation forms the foundation for our implementation plan, where we outline a strategic roadmap to seamlessly integrate your CRM solution. Our expertise ensures a smooth adoption process  with minimal disruption to your business activities.

Customisation is a core aspect of our consulting services – we’ll tailor your solution to meet specific requirements and fit it around your operations. This tailoring process ensures your CRM solution supports your processes and enhances efficiency.

We ensure that your CRM system works harmoniously with other business applications, creating a unified ecosystem that maximises productivity and data flow. This seamless integration allows for better decision-making and improved operational coherence.

Modern office

Ongoing support is integral to our services. We provide continuous assistance to ensure that your CRM system remains up-to-date and functions optimally. Our support services include troubleshooting, system upgrades, and user training, ensuring that your team can fully leverage the CRM system’s capabilities.

At Akita, we pride ourselves on our expertise in leveraging Microsoft Dynamics 365 as a CRM solution to meet specific objectives. Our consultants are skilled in leveraging the full potential of Microsoft Dynamics 365, customising it to align with your organisational strategy, and driving significant improvements in customer relationship management.

dynamics 365 marketing screen

Microsoft Dynamics CRM: Why It Stands Out

Microsoft Dynamics 365 is a market-leading CRM solution, utilised by tens of thousands of businesses around the world. With this pedigree, its also highly proven to drive operational efficiency through offering comprehensive tools for managing customer relationships, automating sales processes, and providing actionable insights.

One of the standout features of Microsoft Dynamics 365 is its flexibility and ability to scale. The platform can be customised to fit the unique needs of any organisation, meaning it can easily support specific processes and objectives. Additionally, its scalability means it can grow alongside your success, adapting to changing demands and expanding its capabilities as required.

We specialise in tailoring Microsoft Dynamics CRM solutions to align perfectly with your goals. Our expertise ensures that you not only implement a powerful CRM system but also optimise it to deliver maximum value, enhancing customer interactions and driving business growth.

Man working with his CRM solution

CRM Strategy And Optimisation

At Akita, we collaborate closely with organisations to develop comprehensive CRM strategies that align with their overarching objectives. Our approach involves understanding your specific goals and challenges, and then designing a CRM strategy that supports and enhances your operations.

Our optimisation services focus on enhancing CRM systems to achieve maximum efficiency and effectiveness. We analyse your current setup, identify areas for improvement, and implement solutions that streamline processes and improve user adoption.

Successful CRM Implementation: Our Approach

Our process is designed to cover every aspect of CRM implementation, from initial needs assessment through to post-implementation review, guaranteeing a comprehensive and effective deployment.


We work closely with your team to understand your business objectives, current processes, specific challenges, and direction of travel. This detailed analysis allows us to define clear project goals and requirements, ensuring that the CRM system we implement is perfectly aligned with your business needs.

Strategic Planning

Based on the needs assessment, we develop a strategic implementation plan. This plan outlines the project timeline, key milestones, and resource allocation, providing a clear roadmap for the entire implementation process. Our strategic planning ensures that all aspects of the project are carefully considered and coordinated.

Customisation And Configuration

With a solid plan in place, we move on to customisation and configuration. We tailor the CRM system to fit your specific business processes, ensuring that it supports your unique requirements. Our expertise in Microsoft Dynamics CRM allows us to leverage its features and capabilities, creating a customised solution that enhances your operational efficiency.


We ensure your CRM system seamlessly integrates with existing business applications, creating a unified ecosystem that maximises data flow and operational coherence. This integration enables better decision-making and more efficient workflows.

Data Migration

Accurate and secure data migration is essential for a successful CRM implementation. We manage the entire data migration process, transferring your existing data to the new system with precision and care. Our approach ensures data integrity and minimises the risk of data loss or corruption.

Change Management

Effective change management is crucial for ensuring a smooth transition to the new CRM system. We work with your team to manage the change process, addressing any concerns and ensuring that all stakeholders are on board. Our change management strategies help to minimise resistance and promote a positive acceptance of the new system.

User Training

We provide comprehensive user training to ensure that your team is fully equipped to use the new CRM system effectively. Our training programs are tailored to meet the needs of different user groups, ensuring that everyone, from end-users to administrators, has the knowledge and skills they need.

Post-Implementation Review

After the CRM system is up and running, we conduct a post-implementation review to evaluate the success of the project. This review includes assessing the system's performance, identifying any areas for improvement, and ensuring that the system continues to meet your business objectives.

dynamics crm projects
Case Study

Customer Success Stories With Akita

Read about how we provide CRM consultancy for a major UK retailer

CRM Consultancy FAQ

Why should I choose Microsoft Dynamics CRM?

Microsoft Dynamics CRM stands out for its extensive features and benefits, including comprehensive tools for managing customer relationships, automating sales processes, and providing actionable insights. Its flexibility and scalability make it an ideal choice for businesses looking for a robust CRM solution that can grow with their needs.

How does Akita customise CRM systems for businesses?

Through our Microsoft Dynamics CRM consulting services, we tailor CRM systems to meet the unique needs of each business. Our customisation services involve configuring the CRM to support your specific processes, enhancing its functionality to ensure it becomes a strategic asset for your business.

What is the importance of change management in CRM implementation?

Change management is crucial for ensuring a smooth transition to a new CRM system. It helps address any concerns, minimises resistance, and promotes positive acceptance among stakeholders. Effective change management ensures that your team is fully onboard with the new system, leading to higher adoption rates and better overall outcomes.

How does Akita ensure a successful CRM implementation?

Our proven approach to CRM implementation includes a thorough needs assessment, strategic planning, customisation, integration, data migration, change management, user training, and post-implementation review. This comprehensive process ensures that your CRM system is implemented smoothly and operates effectively from day one.

What kind of ongoing support does Akita provide?

We offer continuous support to ensure that your CRM system remains up-to-date and functions optimally. Our support services include troubleshooting, system upgrades, and user training, ensuring that your team can fully leverage the CRM system's capabilities and maintain high performance.

Can Akita help improve an existing CRM system?

Yes, our optimisation services are designed to enhance existing CRM systems for maximum efficiency and effectiveness. We analyse your current setup, identify areas for improvement, and implement solutions to streamline processes, improve user adoption, and ensure your CRM system delivers optimal performance and value.

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Transform Your CRM With Akita

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