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Customer Insights Consulting

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D365 Customer Insights Solutions for Marketing Professionals, Customer Service & Sales Teams

Looking for ways to optimize the work of your marketing and sales teams? Discover our Dynamics 365 Customer Insights consulting services! Our assistance allows you to implement one of the best solutions for managing lead profiles, working with target audiences, and creating personalized offers. It will become a must-have tool for several teams at once: lead generation specialists, the marketing department, and the sales team. Here are all the solutions you get with Dynamics Customer Insights consulting and the way they work:

Unified Customer Profile

Dynamics 365 Customer Insights combines data from multiple sources, such as CRM systems, websites, and social media, into a single, comprehensive view of the target audience. For marketers, this provides a holistic understanding of client preferences, behavior, and purchase history.

Audience Segmentation

With artificial intelligence and machine learning, the module creates customer segments based on their actions, demographics, and engagement. The segments are automatically updated according to changes in behavior. It allows you to launch highly targeted campaigns and respond to changes quickly.

Predictive Analytics

Dynamics 365 uses predictive analytics to predict behavior, such as churn and likelihood of purchase. Marketing services can use this information to optimize strategies and target customers who are more likely to engage with you.

Automate Interactions

The system displays and automates every step of the client experience - from the first contact to after-sales service. This includes triggering personalized actions across multiple touchpoints, such as email, SMS, and the web. This approach ensures that consumers receive consistent, timely, and relevant communication.

Multichannel Interaction

Maintain personalized communication with customers across multiple digital platforms, such as email, social media, and mobile apps. Using data from different channels, you can create messages that resonate with your audience.

Integration with Other Dynamics 365 Applications

Integrating Customer Insights with other Dynamics 365 modules, such as Sales, Customer Service, and Marketing, creates a unified ecosystem. Contact our Dynamics 365 Marketing consulting services if you need high-quality integration and customization of the Marketing module.

Try our Microsoft Dynamics 365 Customer Insights consulting to implement all the solutions!

Dynamics 365 Customer Insights Services Our Consultants Offer

Our Microsoft Dynamics 365 Customer Insights consulting services cover the full range of tasks related to the module. We provide full implementation, integration, and customization of the module. As a result, you get a system that is fully adapted to the needs of your industry and works without errors. Here is a brief overview of the services you get with our Microsoft Dynamics 365 Customer Insights consultant:

Data Integration & Unification

We provide full integration of the new module. For example, we integrate data from various sources (CRM, ERP, social media, websites, etc.) to create a single client profile in Dynamics 365 Customer Insights. As a result, all teams get a single view of the target audience, create personalized offers, and work according to a common strategy.

Cross-Channel Integration

We help integrate Customer Insights with various marketing channels (email, social media, websites, etc.). It allows you to develop a comprehensive omnichannel marketing strategy that strengthens your brand's footprint and increases customer engagement.

Multi-Team Collaboration & Data Sharing

We help set up Customer Insights as a central data exchange platform for marketing providers. It ensures fully coordinated and fruitful cooperation between marketing, sales, and customer service departments.

Reporting & Dashboards

We help you set up dashboards and reporting tools. It allows you to track key metrics such as client engagement, segmentation effectiveness, and campaign performance. This way, you stay informed about the success of your projects and can take action to improve performance.

Workflow Automation & Optimization

We'll help you customize the module to make the work of your departments as easy as possible. It includes automating campaign approvals, setting up AI chatbots to interact with customers, and generating reports.

Support & Customization

We provide reliable support and optimization services to keep your system up and running. It includes fixing problems, monitoring performance, updating, and improving processes.

If you need help with other Dynamics modules or want to access all your infrastructure, you may request our Microsoft Dynamics consulting services.

Our Successful Case Study

Our client is a real powerhouse in web development, digital marketing, and creative design. The agency’s mission is to deliver high-quality digital solutions worldwide. The company focuses on the client and high results, so it hires skilled specialists and deals with high-quality software.

With the rapid growth of the company, our client felt the need to strengthen their in-house team to close projects efficiently.

The request was to find Dynamics 365 consultants to work with Marketing / Customer Insights module and strengthen projects. The main issue was speed. And we coped with this challenge! Now the team enjoys fruitful cooperation with an expert and has fast and high-quality client projects.

The Process of Providing Our Services

When you hire Dynamics Сustomer Insights consultants with us, you get the most straightforward service process. We focus on your vision at every stage and coordinate all the next steps to get the perfect result. Here's how it works:

Client Consultation & Requirements Gathering

First, we schedule a meeting to discuss your needs, project scope, and expected results. Rest assured that we will take into account all your preferences when completing the project.

Consultant Selection & Team Formation

Next, we select the most suitable consultants based on the technical and functional requirements of the project. Here, we also consider your wishes regarding price, location, industry, and soft skills.

Onboarding

When we hire Microsoft Dynamics 365 Customer Insights сonsultants or MS Dynamics developer, we start the onboarding process. Our team will take care of the smooth onboarding and HR issues while you can fully focus on the technical side of managing your team.

Solution Implementation & Customization

Now comes the most interesting stage: our experts get to work. At this stage, we will ensure the quality of the task: whether it is implementation, integration, or customization of the system.

Testing & Quality Assurance

Before closing a task, we conduct thorough testing. This allows us to detect defects and correct them at the earliest stages.

Post-Implementation Support

After successful implementation, we provide regular support for the module. It includes health checks, bug fixes, and timely installation of updates.

Why Choose Our Dynamics 365 Services?

Our services can completely transform the way you see and communicate with your customers. We offer fast and efficient module implementation with full adaptation to your workflows. Thanks to our extensive experience and deep understanding of technology, our experts will do the job at the highest level.

You Get

deep expertise in Dynamics 365, including Customer Insights

cutting-edge technology and new trends applied

different cooperation models for different needs

local support wherever you operate

industry-specific experience

positive testimonials from our customers

Try our Dynamics Customer Insights consulting services!

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