Transform Marketing Chaos Into Revenue

Your competitors are automating lead generation while you’re stuck managing campaigns manually.

Coffee + Dunn helps organizations turn disconnected marketing efforts into predictable revenue engines through strategic marketing automation consulting and Microsoft Dynamics 365 expertise.

Get Started with Coffee + Dunn

Trusted By

Growing organizations across manufacturing, education, and business services trust us to deliver marketing automation results that matter.

Our 4.6/5 approval rating from survey respondents validated our customer retention strategy, giving purpose to our Account Sales team’s efforts. Coffee + Dunn made capturing that data possible.

Senior Marketing Leader
Rush Enterprises

The relationship between Coffee + Dunn and Microsoft meant that we always had relevant, hands-on support. Because Coffee + Dunn meets with Microsoft’s product engineering team, we could directly raise issues and challenges.

Executive Director of IT
Montgomery County Community College

Coffee + Dunn has been instrumental in accelerating our progress. In just a few months, we’ve seen big improvements and tons of small wins that make a real difference. Their support allows me to focus on other critical areas, knowing our marketing ops are in great hands.

Director of Information Technology
Cerulli Associates

Built for Outcomes. Not Just Implementation.

We don’t deliver generic implementations. Our marketing automation consultants apply our PLAN-BUILD-RUN methodology, designed so each phase builds on the last, and every investment is tied to a clear, measurable outcome.

Advisory Services

Focus: Strategy-first approach that ensures your automation drives business outcomes—growth, velocity, and customer retention.

  • Customer lifecycle mapping and journey design
  • Omnichannel campaign planning and ABM strategy
  • Marketing automation platform selection and roadmap
  • Lead management frameworks and scoring models
  • Data governance and migration planning

Technology Services

Focus: Expert implementation that connects your technology stack for full visibility into customer engagement.

  • Dynamics 365 Customer Insights – Journeys deployment
  • Marketing automation platform configuration
  • CRM and business system integration
  • Custom workflow and trigger development
  • Data transformation and migration

Operations Services

Focus: Managed services that bridge the gap between implementation and results through hands-on execution and team enablement.

  • Campaign execution and orchestration
  • A/B testing and performance optimization
  • User training and technical bootcamps
  • Ongoing technical support and troubleshooting
  • Content development for automated campaigns

What You Get With Our Marketing Automation Consultants

Certified expertise across the full Microsoft stack.

100% Microsoft-certified team with direct access to product engineering—we influence the roadmap and solve issues others can't.

We build the business case before we build the system.

We measure success by growth, sales velocity, and customer retention (not by campaigns launched or features deployed).

Patterns and playbooks your competitors don't have.

Deep experience in manufacturing, education, healthcare, financial services, and business services informs every recommendation.

Designed for where you're going, not just where you are.

Build automation that grows with your business instead of breaking when you add leads, team members, or complexity.

We embed alongside your team, not just your tech stack.

We become an extension of your team, not just another vendor who disappears after implementation.

The work doesn’t end at go-live

Introducing DUNN Right Services

Most consultants implement your marketing automation platform and disappear. That’s when the real challenges begin – low adoption, underutilized features, and unrealized ROI.

DUNN Right Services ensures continuous value from your marketing automation investment through:

Strategic Advisory

Ongoing optimization recommendations and quarterly roadmap planning

Technical Excellence

Platform updates, troubleshooting, and custom development

Team Enablement

Regular training sessions and access to our Knowledge Hub

Campaign Execution

Execution: Managed campaign orchestration and performance optimization

 Starting at $6,500/month for comprehensive support that keeps your automation driving results.

Explore DUNN Right Services

The Coffee + Dunn Approach

Plan → Build → Run

Our proven methodology delivers marketing automation that creates measurable business impact at every stage of your journey.

Plan

Plan

Strategy Before Technology

We start with business goals, not software features.

  • Audit current marketing operations and technology
  • Map customer journeys and identify automation opportunities
  • Define success metrics aligned with revenue goals
  • Create a strategic roadmap and resource requirements
  • Identify quick wins for immediate impact
Build

Build

Expert Implementation

We configure solutions that fit your business, not force you into templates.

  • Deploy Microsoft Dynamics 365 Customer Insights – Journeys
  • Configure automation workflows and journey triggers
  • Integrate with CRM and existing business systems
  • Set up tracking, analytics, and attribution dashboards
  • Establish data governance and quality processes
Run

Run

Continuous Optimization

We partner with you to maximize adoption and ROI over time.

  • Monitor campaign performance and lead generation
  • Optimize automation workflows based on results
  • Provide ongoing training and technical support
  • Scale successful campaigns across channels
  • Plan future capabilities and platform evolution
See Our Approach

Who We Serve

We specialize in marketing automation consulting for organizations that not only need sophisticated automation capabilities but also want a strategic partner who understands their industry challenges.

Business Services

Seamless customer engagement across touchpoints with consistent brand experiences. Faster sales cycles and customers who become advocates.

Manufacturing

Target ideal customers in complex B2B sales cycles. Control costs and drive sales for general contracting, industrial, and consumer manufacturers.

Not-for-Profit and Education

Personalized communication at the right times. Build automation that meets individual needs with full compliance and security.

Healthcare + Life Sciences

Seamless digital experiences that increase productivity and improve outcomes. Meet the highest standards for healthcare automation programs.

Media, Sports + Entertainment

Increase ticket revenue and venue promotion. Handle changing consumer behaviors with data-driven automation strategies.

Financial Services

Stable yet flexible automation for lending, insurance, and banking. Keep your competitive edge in this high-stakes industry.

Are you tired of manual processes but want strategic implementation, not just technology deployment? We’re here for you.

Find Your Fit

Who We Are

Coffee + Dunn is a customer engagement consulting firm that helps organizations connect strategy, technology, and operations to build experiences that drive growth and customer retention.

Our Expertise

  • Microsoft Partnership Excellence: Decade-long collaboration with weekly product team meetings and direct influence on roadmap
  • Proven Track Record: 2X Microsoft Partner of the Year finalist with 100+ successful implementations
  • Certified Team: 100% Microsoft-certified consultants, with triple-certified experts across Dynamics 365 + Power Platform
  • Connected Approach: We align marketing automation with your entire customer engagement strategy instead of running isolated campaigns

Stop Losing Leads to Manual Follow-Ups

Your marketing team deserves automation that drives revenue, not another platform that collects dust.

Let’s build marketing automation that actually works for your business.

Start Your Automation Journey

Frequently Asked Questions (FAQs)

Here are answers to common questions about our marketing automation consulting services.

Yes, marketing automation consultants deliver significant ROI when you choose experienced partners. Just implementing Dynamics 365 Customer Service, businesses see 315% ROI over three years with payback periods under six months.

Smart automation pays for itself through better lead quality and faster sales cycles. Partner with Coffee-Dunn consultants who understand both technology and business strategy.

We specialize in Microsoft Dynamics 365 Customer Insights - Journeys and the broader Microsoft ecosystem, including Power Platform integration. This focus means deeper expertise and better results than generalist consultants who work with every platform.

We also work with customers who use other marketing automation tools (HubSpot, Marketo, Salesforce, etc.) and want to leverage that data in tandem with their Dynamics 365 data through Customer Insights - Data integration.

Our Microsoft specialization includes:

  • Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing)
  • Dynamics 365 Customer Insights - Data integration with third-party marketing platforms
  • Dynamics 365 Sales and Customer Service
  • Power Automate for custom workflow creation
  • Power Apps for connected customer experience applications
  • AI and Copilot integration for enhanced personalization

The timeline depends on your current setup and project complexity. Simple implementations move faster than complex integrations with multiple systems. Most clients start seeing improvements once their first automated campaigns go live.

Consultant fees vary based on project complexity, organization size, and service scope. Our DUNN Right managed services begin at $5,000/month. This investment typically delivers strong returns.

According to a Forrester Total Economic Impact study on Microsoft Dynamics 365 Customer Insights, organizations can achieve a 324% return on investment with payback in less than 6 months.

This ROI comes from:

  • Increased revenue per customer journey (15% improvement),
  • Significant time savings for marketing teams (75% reduction in journey development time),
  • Reduced marketing expenses, and
  • Elimination of redundant systems.

The study shows companies can generate $10.29 million in benefits over three years versus $2.43 million in costs.

Absolutely. We tailor strategies for manufacturing, education, business services, healthcare, financial services, and media. Industry knowledge matters more than generic automation templates.

Yes, our digital marketing automation consultancy specializes in seamless integration with existing technology stacks. Integration prevents data silos and improves user adoption rates.

Common integrations include:

  • CRM Systems: Dynamics 365 Sales, Salesforce, HubSpot
  • Content Management: SharePoint, WordPress, custom CMSs
  • Analytics Tools: Power BI, Google Analytics, Tableau, custom reporting platforms
  • Communication Tools: Teams, Outlook, custom messaging systems

Our Microsoft expertise provides particular advantages for organizations already using Microsoft 365, Azure, or other Microsoft products.