For marketing
Dynamics 365 Customer Insights: one customer profile, and campaigns built on it.
Customer data from sales, the website, service and the ERP, brought together in a single profile. Segments, emails and forms are built on it.
- One customer databasethe same as Sales and Customer Service, with no exports
- Leads from website formsrequests arrive directly, with their source
- GDPR consent on the profilenot in a spreadsheet
What you get with Customer Insights
Customer Insights has two parts: Data, the single profile, and Journeys, the campaigns.
The single profile
The same customer from several systems, brought together in one record.
Segments
Groups of customers by interactions and purchases, as well as profile data.
Emails and forms
Campaigns sent from the same data the sales team uses.
Journeys
The next message is triggered by what the customer does.
Consent
Each customer's consent, recorded on the profile and checked before every send.
Results
Which campaign brought which opportunity.
How a campaign starts in Customer Insights
From the data already in Dynamics 365 and the ERP, with no exported lists.
- 01
The sources
Sales, website, service, ERP.
Dynamics 365- ERP
- 02
The profile
The customer, brought together in one record.
- Dynamics 365
- 03
The segment
Who we write to, and why.
- Dynamics 365
- 04
The campaign
Emails, forms, journeys.
- Dynamics 365
- 05
The sale
Responses become leads.
- Dynamics 365
Teams
Questions about Dynamics 365 Customer Insights
What do Data and Journeys mean?
Data brings customer profiles together; Journeys sends the campaigns. They can be used separately or together.
Do we need Sales as well?
Not necessarily, but together, the leads from campaigns are created directly in Sales.
What about the GDPR?
Consent is recorded on the profile and checked before every send.
Related solutions
Dynamics 365
Sales, marketing, customer service and field teams in Dynamics 365, with quotes, contracts and documents in the same workflows as the rest of the company.
Dynamics 365 Sales
Opportunities, quotes and contracts in a single workflow, with approvals in Teams and documents in the customer's folder.
Dynamics 365 Customer Service
Customer requests from email, phone, chat and the portal are recorded in one list of cases, with SLAs, a knowledge base and the customer's full history.
Tell us which systems hold your customer data today.
In 30 minutes we go through the process and agree what to prepare before the project.
Thank you.
We will reply within one business day.