The default CRM setup only records data about and for one-on-one customer interactions. Imagine a situation where your sales and customer service teams have a complete, 360-degree view of each customer from the CRM. They can see every prior engagement with the...
In the current digital environment where customers expect personalized experiences at every turn, data is king. However, you must go beyond simply collecting data to gain a true competitive advantage. You need a way to unify and deploy it, hence the CRM vs CDP debate....
Many organizations are increasing customer touchpoints to increase visibility and improve customer experiences. Every touchpoint is an opportunity to build personalized experiences and connections that fuel growth. However, if those experiences are fragmented and...
Think about all the things vying for your customers’ attention daily. They've got an overflowing inbox, social media notifications, and an unending stream of online content. How can you capture their attention when you've got such stiff competition? The first step is...
See how Contoso Coffee uses Dynamics 365 Customer Insights – Journeys and Data to deliver personalized, data-driven marketing. Follow a real customer journey from ad click to purchase, powered by AI, automation, and unified data. Watch the demo and explore what’s...
How Digital Transformation and Artificial Intelligence Have Affected the Traditional Sales FunnelSeismic shifts in customer behavior and digital transformation over the past few years have obliterated what organizations would define as the traditional buyer journey....
Dive into the world of security roles, permissions, and access controls within Dynamics 365 Customer Insights as we unravel the secrets to safeguarding your data while empowering your team. Discover how to achieve the perfect balance between protection and...
B2B customer engagement isn’t about showing up when something’s broken. Or sending a check-in email after six months of silence. Real engagement today means being proactive. It means understanding your customer’s goals, pain points, and timing, often before they say a...
Wednesday, September 17th | 9am PST / 12pm EST Managing customer consent isn’t just a compliance requirement; it’s essential to building trust and delivering personalized experiences. In this Coffee + Cram, Tyler and Jessica will break down how consent management...
New to Copilot for Sales? Watch on-demand for a Copilot 101 class as Jackie Hunt, Serina Kwok, and Megan Clark walk through the powerful capabilities within D365 Sales, including its newest Sales Agent. You'll learn how Copilot streamlines daily tasks, enhances...