Resources
Blog
Real-Time Customer Engagement: Tools, Tactics, and Benefits Explained
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...
The Fractured Customer Journey
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...
B2B Customer Engagement Explained: Tools, Metrics & Mistakes
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...
Live Events + Webinars
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Recorded Webinars + Demos
By the Power of Data! Unleashing Marketing Forms in Dynamics 365 Customer Insights – Journeys
Watch on demand as David Vargas + Tyler McClain dive into marketing forms in CI - Journeys—demystifying their code and uncovering enhancements to capture leads, execute post-submission routing to support sales, initiate key interactions, and trigger seamless...
Coffee + Cram: Multi-Session Event Mastery in Dynamics 365
In this on-demand Coffee + Cram session, we’ll guide you through the process of planning and executing a seamless multi-session in-person event using Dynamics 365 Customer Insights - Journeys. Whether you're a seasoned event planner or just starting out, this...
Real-Time Ready: Transitioning from Outbound to Real-time in Dynamics 365 Customer Insights – Journeys
It's a race against the clock! With the June 30, 2025 removal of Outbound marketing just around the corner, now's the time to make the move to Real-time Journeys. Whether you're just getting started with the transition or stuck on that final step, join Coffee +...
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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