Microsoft Dynamics 365 Customer Insights (Marketing). Quick Start

Open a new era in sales excellence with Dynamics 365 Customer Insights (formerly Marketing). This powerful platform will seamlessly integrate personalized marketing campaigns into your sales workflow, unlocking unparalleled efficiency and precision. Elevate your sales strategy and step into the future today.

Seamlessly integrate personalized marketing into your sales workflow for unmatched efficiency and precision. Elevate your sales strategy today.

Dynamics 365 Customer Insights (Marketing) - UDS Systems Services

Get Turnkey Settings In 3-5 Weeks

Raise your marketing strategy by leveraging the Microsoft Dynamics 365 Customer Insights Service in collaboration with UDS Systems. Explore a variety of marketing services and real-time journeys opportunities that we can smoothly and rapidly integrate into your CRM system for a fluent and successful launch. Our skilled and dedicated UDS team is here to support you every step of the way.

About Dynamics 365 Customer Insights Service

This Dynamics 365 Marketing Service is designed to revolutionize your marketing strategies and enhance sales processes. It is a comprehensive solution that empowers businesses to streamline their marketing efforts, efficiently manage leads, elevate customer engagement, nurture leads intelligently, and expedite conversions through advanced automation.

What opportunities does it give?

Using real-time marketing to trigger customer journeys
Focusing on improved customer engagement
Setting up and managing marketing forms
Creating dynamic content and advanced segmentation
Launching personalized and data-driven campaigns
Applying AI for marketing automation and analytics
Boosting lead generation and sales processes

Key Marketing Features

Effectively create and manage customer segments, both static and dynamic, utilizing demographics, behaviors, and various criteria through marketing and subscription lists.

Schedule and publish content across social media platforms while monitoring and analyzing engagement.

Gain valuable insights into customer behavior and preferences.

Access real-time analytics, integrate it with tools such as Clarity, Hotjar, and Google Analytics, and report on campaign performance using Power BI reports and dashboards.

Create adaptive content that caters to customer preferences and behavior. Present useful and meaningful information about the company, services and products you offer.

Design, test and execute targeted email campaigns, personalizing content based on customer data and AI, incorporating interactive elements like attachments, links, QR codes and surveys. Create customizable email templates and block templates.

Design and automate customer journeys and workflows. Coordinate multiple activities and touchpoints, triggering actions based on real-time customer interactions.

Efficiently plan and manage marketing events and webinars from the initial concept to post-event evaluation.

Foster collaboration among marketing teams through Microsoft Teams and SharePoint integration. Enable real-time notetaking during client calls.

Integrate platforms, services, and tools, like Power Apps, LinkedIn Marketing Solutions, Microsoft Azure AI, and others, to improve and optimize your work processes.

Assemble a comprehensive competitor list for benchmarking purposes. Update, adjust and analyze competitor data in a timely manner.

Create and manage customer data forms, embedding them on external pages, capture real-time customer data to effectively attract potential customers and nurture them through the sales funnel.

Launch B2B and B2C portal video tutorials for effective communication. Create a more spectacular and visual aid to showcase your services and products to your current and potential clients.

Design surveys and questionnaires to collect valuable and regular feedback from customers. Supply your customers with more and more varied opportunities to express their opinions and wishes.

Capture, track, and manage leads throughout the sales funnel. Implement lead scoring models, including predictive lead scoring, to prioritize prospects.

Establish a Subscription Center with integrated subscription management forms.

Take advantage of reduced time spent on marketing tasks and higher-quality content. Increase customer engagement rate up to 25% due to the updated segmentation features. Analyze customer data more effectively, with a 30% improvement in the accuracy of customer journey predictions.

Who Can Benefit

Businesses that are looking for marketing automation: they can automate their marketing processes for increased efficiency.
Marketing teams: they can strengthen their marketing activities and provide personalized efficient campaigns.
Sales teams elevating customer engagement: they can improve their work with leads and simplify the customer acquisition journey.
Customer service specialists: they can provide more individual, quick and qualified support.