Customer Engagement Services
Strategy. Technology. Intelligence. Execution. Everything you need to fuel growth with connected customer experiences.
“Coffee + Dunn executed the scope of work flawlessly and on time. Their team became an extension of ours throughout the duration of our project. They have stellar project management skills, and provided the necessary training in order for us to launch confidently.”
—Michelle Woodside, Director of Marketing | AEI Consultants
Our Services
Click on any of the below areas to learn more about our services.
Customer Engagement + Marketing
Sales + Revenue Operations
Data, Customer Data Platorm, + AI
Training, Adoption + Enablement
Customer Engagement + Marketing
Build lasting customer relationships through strategic lifecycle design, intelligent journey orchestration, and high-performance campaign execution—powered by Dynamics 365.
Marketing Automation Consulting
D365 Customer Insights – Journeys implementation
End-to-end deployment of Microsoft’s CI-Journeys platform for personalized, real-time customer journey orchestration.
Customer lifecycle design
Mapping the full customer journey from awareness to advocacy to ensure consistent engagement at every touchpoint.
Journey strategy + orchestration
Building and activating multi-step, omnichannel journeys that deliver the right message to the right audience.
Campaign execution + optimization
Hands-on management and continuous improvement of demand generation campaigns to drive pipeline.
Event Check-in Pro
Streamline on-site event management with a purpose-built check-in tool for Dynamics 365. Instantly validate registrations, track attendance in real time, and sync data directly back into your CRM—no manual exports, no data gaps.
Sales + Revenue Operations
Diagnose, design, and optimize your entire revenue engine—from lead routing to pipeline velocity—through expert advisory and a full Dynamics 365 Sales implementation.
Revenue Engine Diagnostic
An assessment of your current sales and marketing processes to identify gaps, inefficiencies, and opportunities to accelerate revenue growth.
Revenue Process Design
Redesigning end-to-end revenue workflows—from lead capture to close—to align people, process, and technology for maximum efficiency.
Lead Management + Routing Optimization
Streamlining how leads are captured, scored, and distributed to ensure the right prospects reach the right reps at the right time.
Dynamics 365 Sales Implementation
Full implementation of Microsoft Dynamics 365 Sales (CRM), configured to your sales process and integrated with your broader tech stack.
Dynamics 365 Consulting
Get more from your Dynamics 365 investment with consulting services built around your goals, your team, and your growth.
Data, Customer Data Platform + AI
(Revenue Intelligence)
Unify your customer data, resolve identity across systems, and build the AI-ready foundation needed to power smarter marketing and sales decisions across your organization.
Customer Data Platform (CDP) Consulting
Strategic advisory and implementation support for unifying customer data across systems into a single, actionable profile.
D365 Customer Insights – Data implementation
Technical deployment of Microsoft’s CDP solution to consolidate, segment, and activate customer data across your organization.
Data Strategy + Unification
Developing a holistic plan for how data is collected, governed, and connected across platforms to power smarter marketing and sales decisions.
Identity Resolution + Data Modeling
Linking disparate customer records into unified profiles and building the data models needed to support advanced segmentation and personalization.
AI Readiness Assessment
Evaluating your organization’s data, technology, and processes to determine readiness for AI adoption and identify high-impact use cases.
Training, Adoption + Enablement
(DUNN Right Services)
Drive long-term success through expert-led training, managed operational support, and the tools your team needs to run confidently and independently long after go-live.
DUNN Right Services
Ongoing managed services that provide fractional access to Coffee + Dunn’s certified team of experts for day-to-day platform operations, optimization, and strategic support. More cost-effective than hiring and training dedicated Dynamics 365 staff in-house—and with far greater depth of expertise on day one.
Dynamics 365 Training
Role-based training programs designed to build team confidence and proficiency in Dynamics 365, reducing reliance on external support post-implementation.
Campaign Operations Support
Tactical execution support for marketing teams—helping plan, build, and launch campaigns within your existing technology environment.
Reporting + Insights Management
Building dashboards, reports, and analytics frameworks (including Power BI) that surface actionable insights to inform marketing and sales decisions.
Knowledge Hub
A comprehensive self-service learning platform with on-demand courses, expert-led webinars, and one-on-one guidance sessions to keep your team sharp on customer engagement best practices.
Success starts with Coffee + Dunn
We are ready to help you align your strategy, technology, and operations to build connected customer experiences.
Learn more about our solutions and how they fit into your business goals.