Microsoft Dynamics 365 Customer Insights
A tool for optimizing both sales and marketing
Customer Insights allows you to manage marketing automation and enhance communication with both existing and potential customers. By leveraging the right data, marketing efforts can be precisely targeted, which increases sales productivity and makes it easier to attract new customers.
Customer behavior and preferences can be used to tailor experiences and create more relevant interactions, helping your sales team work more efficiently and your marketing team run targeted campaigns.
Customer Insights helps with your marketing
Lead Marketing: Customer Insights assists with lead marketing and lead management by creating marketing forms and capture forms. It supports the creation of custom CMS or Microsoft portals and domain authentication.
The program provides tools to create and test forms that can be integrated into websites and manage submissions. It also offers features like lead scoring, setup, and visualization of scores that support the conversion of Marketing Qualified Leads to Sales Qualified Leads. Additionally, Customer Insights helps with subscription management, automation setup, and ensuring GDPR compliance.
Email Activities: Customer Insights allows you to build and optimize email marketing campaigns. It creates emails, test sends, and sets up necessary information. The program helps create segments and marketing lists for targeted communication, and supports the construction and analysis of customer journeys, including setup, sends, and statistics on flows. This enables you to optimize email campaigns and follow up on results.
Events: Customer Insights supports the setup of both webinars and seminars, including integration with Teams and automated flows. The program assists with invitations, registration, reminders, and post-event follow-up using event management forms.
How Copilot Can Help You
With Microsoft's AI-powered assistant Copilot, you get assistance in creating and managing your marketing campaigns in Customer Insights.
You can easily create segments, emails, and customer journeys, as well as gain insights and suggestions for customer journeys and campaigns. Copilot simplifies the process and makes it easier to reach out to customers more effectively.
Benefits of Data-Driven Marketing Automation
Targeting: By leveraging the right customer data, businesses can precisely target marketing efforts to the most relevant audiences, leading to higher conversion rates and greater efficiency.
Personalization: When marketing messages are tailored to the individual needs and preferences of customers and partners, it creates more relevant and meaningful communication, which can enhance customer satisfaction.
Efficiency: Data-driven decisions help businesses optimize marketing, achieve better results with fewer resources, and quickly identify opportunities for upselling, especially where there is a decline in revenue compared to similar customers.
Improved Customer Experience: By understanding customer needs and preferences, businesses can create a better customer experience, ultimately increasing customer loyalty.
Overall Features in Customer Insights
360-Degree Customer View
Gain a unified view of customer data.
Prediction of Customer Needs
Utilize intelligent customer analytics to predict customer needs and optimize the customer experience.
Increased Productivity
Employees gain access to predictive insights that help them serve customers better.
Improved Collaboration
Marketing, sales, and service teams collaborate on a shared platform.
Tools to Support Marketing Automation
Expand with Dynamics 365 Sales, Customer Service, and Field Service, as well as ERP systems like Dynamics 365 Business Central. We use BI, AI-tools, and data lakes (OneLake) to aggregate data and create an efficient data warehouse for marketing automation.
Getting Started
Are you ready to optimize your marketing? Customer Insights provides you with the right tools to target, personalize, and streamline your campaigns.
Contact us today to learn more about Customer Insights.
Want to know more?
Mette Barsøe Larsen
Sales Manager
+45 41 87 94 80
mbl@consit.dk
