Your sales team spends over a quarter of their week on manual data entry, CRM updates, and follow-ups, which is time they could spend building customer relationships or closing deals. But AI is transforming this reality fast. Tools like Microsoft Copilot Sales Agent...
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Dynamics 365 Customer Insights
AI Training for Employees – Drive Adoption Beyond the Tech
Your employees are eager to use AI-driven tools, but without the right training, even the most innovative systems go underused. So why is training so important? AI training for employees equips them with the skills to understand, use, and trust artificial...
Getting Started With AI – All You Need to Know
Are you finding it difficult to navigate Microsoft Dynamics 365’s AI features or unsure how to make the most of its intelligent tools? Many users share this challenge, especially those new to generative AI and its role in making conversational AI possible within...
Customer Data Platform Best Practices – Do This Before You Start
Driving better customer engagement with a customer data platform takes more than just picking the right software and turning it on. To see real results, your business needs a thoughtful approach that goes beyond the initial setup. But most businesses go wrong at the...
Dynamics 365 Training – Fast Track Your Success
Contrary to popular belief, implementing a new software solution successfully takes more than the proverbial simple flip of a switch. There's no stressing enough that any piece of technology only works as well as the process and people it supports, which means...
Customer Lifecycle Marketing Automation: Benefits, Tools & Strategies
Modern marketing is much more than just converting leads into buying customers. It's about long-lasting relationships, which require robust customer lifecycle marketing strategies to build. But what exactly do these strategies look like, and how can you use the right...
Beyond the List: Elevating Your Audience Strategy in Dynamics 365 Customer Insights
Big list = better marketing, right? Not quite. In this session, we'll discuss how to build smarter, more dynamic audiences with Microsoft Dynamics 365 Customer Insights – Journeys. You'll learn: What makes a strong audience The risks of poor audience definition When...
Coffee + Cram: Measure What Matters – Connecting Marketing Impact to Revenue Growth
The pressure to show marketing impact is greater than ever, but disconnected data, unclear metrics, and outdated dashboards full of vanity metrics still remain. So, what gives? Learn how to: Track ROI with precision across channels and campaigns Leverage Dynamics 35,...
Customer Data Platform Requirements – Complete Checklist
When researching and perusing through a daunting list of customer data platforms, you may be spoiled for choice. Each platform looks much like the next one. Perhaps you haven't mapped out your needs first, which would help you match them to specific features. Where...
B2B Customer Data Platform: Benefits, Features & Best Practices
Digital transformation has revolutionized business-to-business commerce, making it necessary for businesses to acquire and implement advanced digital systems for various functionalities. B2B customer data platforms are among the best systems with a suite of features...









