Dynamics 365 Customer Insights

Create and deliver connected customer journeys

Microsoft Dynamics 365 Customer Insights, a core component of Salocin Group’s Modern Data Platform, combines two of Microsoft’s products:

Customer Insights Data

This Microsoft Solution allows you to build a deeper understanding of your customers by connecting data from various sources to create a 360-degree customer view. These insights drive customer-centric experiences, unify and understand customer data, and harnesses it for intelligent insights.

Customer Insights Journeys

Designed to assist organisations in transforming prospects into loyal customers. Users can generate and score leads, nurture relationships, organise events, and collect customer feedback. You can engage your customers or supporters in real-time, one-on-one, at scale.

It helps deliver personalised experiences by providing a holistic and comprehensive view of your customers by unifying customer data with operational data, in real-time.

This can help transform your business into a customer-centric organisation by empowering marketing, sales, and service teams.

Know your customers

Get a richer view

Unify transactional, demographic and behavioural data with AI-powered identity management for a holistic view of customers.

Enrich data and predict intent

Enrich profiles with diverse data sources, including proprietary intelligence, and unlock predictions with prebuilt AI models.

Create customer segments

Build new segments or discover new audiences with AI recommendations continually updated with real-time data.

Respect consent and privacy

Add consent data during the unification process using automatic data refresh, to ensure your organisation meets privacy and security regulations.

Engage on their terms

Deliver real-time journeys

Create real-time customer journeys across channels that are contextually relevant and can be optimized with A/B testing.

Boost engagement with AI

Deliver tailored experiences with the right message at the right time, using AI-driven channel selection.

Nurture and share leads

Deliver scored, qualified leads to sellers automatically and measure pipeline success with prebuilt analytics dashboards.

Reach customers where they are

Engage customers using prebuilt digital channels including SMS, email and push notifications, then seamlessly add custom channels to the journey.

Boost your productivity

Get insights faster

Discover insights and quickly understand customer attributes with individual profile summaries using Copilot.

Simplify audience targeting

Describe your target segments to Copilot and quickly build, review and modify customer segments.

Tailor content quickly

Generate tailored content and headlines, branded emails and captivating images for any segment with Copilot.

Create journeys easily

Simplify journey creation with Copilot by defining your business goals, target audience or desired flows.

See how we worked with Element to transform their customer retention

Using Dynamics 365 Customer Insights and AI, Element were able to:

Assign work more effectively
Mitigate churn
Learn more about their customers

Interested? Get a quote today

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