Microsoft Dynamics 365 Customer Insights (Marketing). Quick Start

Microsoft Dynamics 365 Customer Insights (Marketing). Quick Start

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

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

Microsoft Dynamics 365 Sales. Quick Start

Get Turnkey Settings In 3-5 Weeks

Elevate 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 are prepared to seamlessly and rapidly integrate into your CRM system for a smooth and successful launch. Rest assured, our skilled and dedicated UDS team is here to support you every step of the way.

About Dynamics 365 Customer Insights Service

Dynamics 365 Customer Insights 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.

You can transform your sales team's performance by leveraging the dynamic capabilities of Dynamics 365 Customer Insights. The service unleashes the full potential of your customer relationships, fine-tunes outreach strategies, and propels your revenue growth.

What Problems Does It Solve?

1

Customer Segmentation

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

2

Email Marketing 

Design and execute targeted email campaigns, personalizing content based on customer data and behaviors. Create customizable email templates and block templates.

3

Marketing Forms 

Build and customize forms and templates for lead generation, with the option for external hosting.

4

Social Media Management 

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

5

Lead Management 

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

6

Customer Journey Automation 

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

7

Analytics and Reporting 

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

8

Collaboration and Communication 

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

9

Integration with different platforms, services and tools.

Seamlessly integrate with analytics tools to monitor user behavior and engagement.

10

Event Management 

Efficiently plan and manage marketing events and webinars.

11

Customer Insights

Gain valuable insights into customer behavior and preferences.

12

Dynamic Content

Create adaptive content that caters to customer preferences and behavior. 

13

Customer Voice

Design surveys and questionnaires to gather valuable feedback, fostering a better understanding of your customers.

14

Subscription Center 

Establish a Subscription Center with integrated subscription management forms.

15

Videos 

Launch B2C portal video tutorials for effective communication.

16

Competitor List 

Assemble a comprehensive competitor list for benchmarking purposes.

Who Can Benefit

  • Businesses Seeking Marketing Automation: Companies aiming to streamline and automate their marketing processes for increased efficiency.
  • Sales Teams Elevating Customer Engagement: Sales departments looking to boost customer database effectiveness and simplify the customer acquisition journey.
Who Can Benefit

Benefits

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Facilitates seamless collaboration between departments. 
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Provides transparent analytics for informed decision-making. 
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Saves time through process optimization for marketing activities. 
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Enhances CRM by centralizing customer data and interactions. 
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Facilitates seamless collaboration between departments. 

icon

Provides transparent analytics for informed decision-making. 

icon

Saves time through process optimization for marketing activities. 

icon

Enhances CRM by centralizing customer data and interactions. 

How to get more information?

Please fill out and submit the form for a free consultation. We will contact you as soon as possible.

About us

UDS Systems is an IT company that develops and implements automated software solutions to improve work with Microsoft Dynamics 365 CE, Power Platforms and Azure.

Since 2007, our primary goal has been to provide tools and digital solutions to solve users' issues. Our specialists focus not only on modern high-tech solutions but also on first-class qualified, and attentive service.

As a Microsoft Gold Partner, we value our reputation and long-term relationships with our clients and are responsible for the results. More than 70 successful projects in Europe, the USA, Australia, and New Zealand are proof of this.