Resources
Blog
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...
Introducing The Knowledge Hub: Your Gateway to Mastering Customer Engagement
Feels obvious, but tech moves fast. We have to keep pace with new approaches, new features, new tools…the list goes on. Add AI into the mix and it’s easy to feel like you’re always one step behind. In Dynamics 365 CE, that means exploring new ways to increase lead...
Live Events + Webinars
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Recorded Webinars + Demos
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...
Is Your Tech Costing You Revenue?
Technology should fuel growth, not hinder it. In this live panel, leaders from Coffee + Dunn and CongruentX discuss: Common pitfalls in the customer engagement landscape The cost of the wrong technology How revenue leaders leverage technology to maximize growth The...
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...
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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