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
Check back soon for upcoming events.
Recorded Webinars + Demos
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...
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...
Success Stories
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Whitepapers
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