Understanding your customer's journey is the key to a successful Customer Insights Journeys implementation. So that is where we start: we help you understand how your customers really move, then implement Microsoft's marketing app for Dynamics 365 to meet them where they are. We have done this so often that we built our own playbook, and your marketers end up running it themselves.
Designed around where each customer really is, and built to do more than send emails: they hand warm leads to sales, create follow-up tasks and keep both teams looking at the same customer. We call it a unified CRM experience.
UX-led web forms, embedded on your site or connected to the forms you already have through form capture. Email templates designed for the email apps your customers really use, and tested in light and dark mode, so every message looks right and your team can edit them without help.
GDPR sits at the heart of the marketing module. We design a compliance model with you that respects your customers' data and still gets the best from your marketing, with compliance profiles, purposes and topics so people choose exactly what they hear about.
Every implementation comes with our playbook and full documentation. Roll the same setup out to other business units, and give your marketers what they need to keep growing as Microsoft adds to the module.
Yours to keepAlready on Dynamics 365 Sales? Add Customer Insights Journeys and both teams work from the same customer record in Dataverse. Marketing nurtures contacts and hands sales the leads that are ready. Sales sees every touchpoint, and what they learn flows back into the next journey.
Workshops on your customer journey, segments and content. A high-level solution design and backlog you sign off.
Sprints that set up domains, forms, templates and journeys with your marketing team in every review.
Training on the playbook, your first live journey, then hypercare and Switched-on support.
We'll build a demo journey around your company and email you a time to walk through it together.
We implemented Customer Insights Journeys with their marketing team and turned what we learned into a universal playbook, so other teams can roll out journeys the same way.
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