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Better Experience, More Leads - Microsoft Dynamics 365 Customer Insights

Dynamics 365 Customer Insights is a customer relationship management, marketing automation and analysis tool in one. It increases output and effectiveness along the entire customer journey. From the first contact to existing customer care. It can perform the most accurate segmentation in real time and integrates all desired channels.

How your marketing works with Dynamics 365 Customer Insights

Marketing planning in Microsoft Dynamics 365 Customer Insights

Segmentation and triggers

Which of your prospects have a birthday in 30 days? Who came into the store today? Segmentation with Dynamics 365 Customer Insights enables real-time marketing. Because all segments are updated in real time to better reach your prospects and customers.

You can add defined triggers to your segments. With these triggers you start previously defined contact progressions. For example, a trigger can be: "A sales employee creates a new contact" or "An email is opened".

And then? Segments and triggers trigger the respective journey.

Contact history in Microsoft Dynamics 365 Customer Insights

Customer Journeys


The journeys contain all defined contact processes of all segments. This is a visual process digitization. Every step of the contact process is mapped here. The journey can be viewed at all altitudes - right down to the level of individual prospects and leads. All touch points are defined here, but also documented.

How exactly does the Journey work?
Each step of the customer interaction is defined in the Journey. The customer clicks? If Yes, then this happens. If no, then this happens. The customer was in the store? Then a waiting time can be defined, after which another action is triggered. This all works AI-based and is a superior lead generation engine.

What is it like to work with these Journeys?
When you set up Dynamics 365 Customer Insights, you need a careful design phase. After that, large parts of your marketing run automatically. You have an extremely powerful tool in your hands with Dynamics 365 Customer Insights, and your lead nurturing possibilities are almost limitless.

What can the Journey map?

  • The right messages for every segment and every touch point
  • Cross-channel, forms, mailings, newsletters, surveys
  • LinkedIn and social media integration
  • A/B testing

Individual real-time addressing in Microsoft Dynamics 365 Customer Insights


You can design and store all content for personalized customer contacts in Dynamics 365 Customer Insights. In the visual mail editor, for example, you create different email texts and images for different target groups. Is the target person female? Then a photo of a woman can appear. Is she male? Then that of a man. Or vice versa.

Whether it's a campaign or an event, your content is targeted more precisely. Monitoring and the corresponding feedback automatically flow into the journey and trigger further individualized contacts. All of this is AI-supported and significantly increases the output in marketing.

Gain insight with Microsoft Dynamics 365 Customer Insights


Dynamics 365 Customer Insights provides you with numerous analytics reports and templates, charts, and statistics. The program uses AI to track how contacts respond to your marketing activities. It helps you better understand prospects, leads, and customers. And it shows you what works best and what improvements will boost your performance.

Achieve these 5 goals with Dynamics 365 Customer Insights


Increase conversions

Finally more conversions! Why? Because Dynamics 365 Customer Insights helps you focus on the target groups that really matter. And because personalization is the foundation of marketing success.

More output

All your marketing becomes more productive. What's the reason? Better analytical foundations, easy enrichment of customer data, almost complete automation, and an intuitive user experience.

Generation of highly qualified leads for the sales department

With data-driven and individually targeted marketing, your leads reach a new level of quality. And that's the perfect foundation for your sales colleagues to increase close rates.

Better Customer Experience

The right contact at the right time and with the right content: adherence to the customer journey leads to better customer experiences. Your target group gets what they need and is positively surprised. Not sometimes or a majority of the time. But always.

Immediate loyalty

Better experiences lead to earlier and stronger loyalty to your brand. And as a marketer, you know that loyalty leads to longer customer life cycles and more revenue per customer - in other words, higher customer value.

Do you want to drive your business forward?

In a personal conversation, we will show you how Dynamics 365 Customer Insights supports you in this.

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