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...
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Marketing Automation
The Death of Marketing Qualified Leads (And What Marketing Teams Are Doing Instead)
The traditional Marketing Qualified Lead (MQL) has become a bit of fool's gold for funnel-minded marketers who have historically obsessed over this misleading metric. When marketing teams celebrate this barometer, it usually leads to sales teams increasingly rejecting...
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...
Customer Data Platform Use Cases Every Marketer Should Know
Before buying and implementing a customer data platform, it's important to understand how you'll use it to solve different pain points. Most organizations and businesses invest heavily in a cutting-edge platform but do not always get the ROI they hope for. The problem...
Customer Data Platform vs. Data Management Platform Explained
Businesses are constantly looking for new ways to personalize customer engagements. However, the amount of data required to scale such personalized experiences across several touchpoints makes this goal a challenge. New customer engagement technologies are stepping up...
50 Tips in 50 Minutes: Dynamics 365 Customer Insights
Are you ready to become an omnichannel marketing champion? In this on-demand webinar, we'll cover 50 powerful tips on Dynamics 365 Customer Insights with tricks, know-how, and best practices spanning core areas of the tool. We'll also brief attendees on key features...
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...
What Is Customer Data Platform Integration and Why It Matters
Many organizations are increasing customer touchpoints to increase visibility and improve customer experiences. Every touchpoint is an opportunity to build personalized experiences and connections that fuel growth. However, if those experiences are fragmented and...
Copilot vs. AI Agents for Dynamics 365: What’s Best for Customer Engagement? (Pt. 1)
Is it a Copilot? An agent? Both? Choosing between Copilot features and AI agents can feel tricky when you’re focused on your pipeline, but we’re here to help. In this series, we’ll unpack the differences and share practical use cases for sales and marketing to help...