Use customer insights to predict product or service recommendations and the next best actions for your customers, in order to deliver them a personalised experience and provide you with longer more meaningful customer relationships.
Rest easy in the knowledge that customer insights provide built-in privacy, governance and security tools enabling you to adhere to GDPR policies and protocol.
Bring all your data together by syncing with your other D365 apps and creating up-to-date customer profiles for both your customers and accounts. Utilise Power BI to access enriched reports with real time data.
With Customer Insights from Microsoft D365, you can gain a full and cohesive view of your customers allowing you to create personalised customer relationships and experiences.
Customer Insights is an out-of-the-box customer data platform (CDP) from Microsoft dynamics. It provides you with the tools to gain a complete understanding of your customer, pulled from fragmented data. You can collect your data from multiple sources including customer service interactions, social media engagement and campaign responses to provide you with an all-around customer understanding.
How Customer Insights work
Customer insights works by collecting data from all different data streams in order to give you a full picture of a customer and their habits including transactional and behavioural and keep all this data together in a customer profile. AI and customer machine learning can predict your customers intentions which provide you with proactive engagement and marketing opportunities. By connecting to the rest of the Dynamics applications, Customer Insights can provide insightful data to a range of teams within your business, including sales, marketing and accounts.
Benefits of Customer Insights
Customer insights deliver huge benefits for all businesses. Getting a 360 degree view of your customers allows you to tailor your customer journey specifically to their needs. By using built in connectors you can ensure your customer data is always up to date, enabling you to ensure you are not marketing to the wrong audience or pushing the wrong product.
You can create action plans based on AI templates in the form of product suggestions, next steps or cross-selling opportunities. Showing the customer what they want and need to see will lead to a better customer experience whilst maximising profitability for you. You will easily be able to see what areas are working well and monitor market trends allowing you to alter your products or services as a result.
As part of the Microsoft Dynamics family, you will find familiarity with the application’s interface. This also means that it will work seamlessly with your other D365 applications, allowing you to create workflows in power automate, build customer apps with Power Apps and create in-depth visual reports and dashboards with Power BI.
D365 Customer Insights from Valto
Here at Valto we have experience in all things Microsoft. Our expert dynamics consultants can provide support and guidance on both management and implementation.
We can automate your day-to-day processes and ensure all your systems are up to date so that you can take advantage of D365 intelligent data capabilities without the need to worry about management or set-up.
Our managed IT services can take away all the hassle of setting up new systems and the cost of sourcing and employing an in-house team.
Valto Dynamics consultants understand the full Dynamics offerings inside and out and keep up to date with the latest updates and features. As Microsoft Gold Partners we ensure all our team are armed with a comprehensive knowledge of all this Microsoft, which means we can talk to you about how all the different applications can work together and inform you of any benefits to the systems you may not be utilising.
Valto has already helped numerous businesses take their operations to the next level, Find out more!
Frequently Asked Questions
How do I access Microsoft Dynamics Customer insights?
Customer insights is a Microsoft application available through Microsoft Dynamics. At Valto our team can discuss set-up with you. We can take care of all your implementation and provide training for your teams.
How much does Customer insights cost?
Customer insights is available with a Dynamics 365 licence. Talk to a member of our team today who will be able to advise you on licencing costs and what different licences offer.
Why do I need Customer Insights?
As AI technology becomes more and more intuitive, customers are expecting marketing and processes to be more tailored to their needs automatically. Customer Insights will allow you to understand your customers on another level, enabling you to pro.
To get started with Valto and take your business to the next level, get in touch with our team today
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