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...
Search Results
Marketing Automation
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...
Six Tips in 60 Seconds: Keys to AI Adoption
AI adoption without a strategy? Risky move. In this #SixIn60, Thomas Manders shares six practical tips to help you adopt AI with confidence and clarity. Watch now, and if you're ready to go deeper, check out the full blog post: https://ow.ly/u1wz50WUBbw
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...
Six Tips in 60 Seconds: Navigating the Fractured Customer Journey
The customer journey isn’t linear anymore, and that’s not a problem; it’s an opportunity. In this fast-paced #Sixin60, Jeff Mikula, Senior Vice President of Advisory Services at Coffee + Dunn, breaks down six essential strategies to help marketers and sales teams...
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...
Real-Time Customer Engagement: Tools, Tactics, and Benefits Explained
Think about all the things vying for your customers’ attention daily. They've got an overflowing inbox, social media notifications, and an unending stream of online content. How can you capture their attention when you've got such stiff competition? The first step is...
B2B Customer Engagement Explained: Tools, Metrics & Mistakes
B2B customer engagement isn’t about showing up when something’s broken. Or sending a check-in email after six months of silence. Real engagement today means being proactive. It means understanding your customer’s goals, pain points, and timing, often before they say a...








