Dynamics 365 Customer Insights

 

Design and execute connected customer journeys

Dynamics 365 Customer Insights, a key element of Salocin Group‘s Modern Data Platform, integrates two powerful Microsoft products:

Customer Insights Data

This solution from Microsoft enables you to gain a deeper understanding of your customers by aggregating data from multiple sources, creating a comprehensive 360-degree customer view. These insights fuel customer-centric experiences, unify and interpret customer data, and leverage it for intelligent decision-making.

Customer Insight Journeys

Built to help organisations turn prospects into loyal customers, this tool allows you to generate and prioritise leads, nurture relationships, plan events and gather customer feedback. Engage your customers in real time, one-on-one and at scale.

By unifying customer and operational data in real time, it enables the delivery of personalised experiences with a complete and holistic view of each customer.

This approach helps transform your business into a truly customer-centric organisation, empowering your marketing, sales and service teams.

Microsoft

Know your customers

Develop a holistic view

Get a holistic view of your customers by unifying your transactional, demographic and behavioural data with AI-powered identity management.

Better predict customer intent

Unlock customer predictions with prebuilt AI models using diverse data sources and propritetary intelligence.

Build customer segments

Discover new audiences and create new segments using AI recommendations, updated in real time with data.

Respect consent and privacy

Continue meeting privacy and security obligations by including consent data during the unification process, with automatic data refresh.

Engage on their terms

Deliver real-time journeys

Craft real-time journeys that are always contextually relevant and can be optimised via A/B testing.

AI-enhanced customer engagement

Using AI-driven channel selection, you’ll deliver personalised experiences to customers with the right message at the right time.

Nurture and share leads

Give your sellers scored, qualified leads and measure the succcess of your pipeline using prebuilt analytics dashboards.

Find customers where they are

Use prebuilt digital channels including SMS, email and push notifications to engage customers, then seamlessly add custom channels.

Boost your productivity

Gain faster insight

Use individual profile summaries – built by Copilot – to quickly understand customer atttibutes.

Streamline targeting

Describe your target audience in your own words and let Copilot build customer segments quickly and easily.

Customise content in seconds

Copilot helps you generate tailored content, branded emails and engaging images for any audience segment.

Create journeys easily

Define your business goals, target audience and desired flow, and let Copilot create journeys in real time.

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See how we transformed Element’s customer retention

With Dynamics 365 Customer Insights and AI, Element could:

  • Assign work more effectively
  • Mitigate churn
  • Discover more about their customers

Case studies

RSPCA

RSPCA

Revisiting offline marketing to increase donors for the RSPCA

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Northern

Northern

Using data analysis to better understand customers and improve revenue

read more

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