Resources
Blog
The Case For The Ideal Customer Profile As Your North Star
As organizations continue to navigate their way through an increasingly complex customer landscape, the ability to identify, understand, and optimize an Ideal Customer Profile (ICP) has become the cornerstone of sustainable growth. Today, the cost of customer...
Customer Data Platform Implementation: Strategy, Phases & More
Never before have marketing, sales, and customer service teams had as much customer data as they have now. Yet, many customers feel businesses understand them less. The disconnect is because of one key problem: data remains fragmented in a vast array of siloed...
CRM with Marketing Automation: Benefits, Tools, and Challenges
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...
Live Events + Webinars
Check back soon for upcoming events.
Recorded Webinars + Demos
Coffee + Cram: Copilot 101 in Dynamics 365 Sales
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...
CDP 101: The Lowdown on Customer Data Platforms
CRM, social, e-commerce, email...your customer data lives everywhere. So, how can you make the most of that engagement? Watch this on-demand webinar as we enter the world of customer data platforms (CDPs) and discuss how they can transform your customer engagement...
Copilot Wizardry in Dynamics 365 Customer Insights
Watch on demand as Jessica Skinner and Tim Manders explore what AI means for users of Dynamics 365 Customer Insights. In this session, you'll get a firsthand look at Copilot features in both CI - Journeys and CI - Data, plus insights into how generative AI is...
Success Stories
Healthcare Provider Hits Campaign Homerun
A $900M Occupational Health Provider had never done digital marketing before. With new leadership they were poised to launch a new strategy, but lacked the technology to make it happen. Challenge This large national enterprise was challenged to reinvent a...
National Retailer Transforms Marketing
This national specialty retailer had grown through acquisition creating silos within their operational structure. Further the client was challenged with outdated software solutions that had become increasingly expensive to maintain and operate. Challenge...
Whitepapers
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