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DYNAMICS 365

Customer Insights

Deliver connected customer journeys
See results faster with an intelligent and intuitive customer data platform (CDP), ready to use with minimal training and IT assistance.
Marketing
Tailor real-time customer journeys and use Copilot to find new insights, create audience segments, and produce personalized content.
Sales
Empower sellers with real-time leads, enabling personalized interactions through AI-generated predictions and product recommendations.
Service
Identify customer issues proactively and provide service representatives with in-depth customer profiles that help resolve issues faster.

Unifi data

Bring together transactional, behavioral, and demographic data in real time to create a 360-degree view.

Intent

Analyze the customer journey (interactions and usage) with cross-channel analytics data across multiple touchpoints.

Needs

Unlock powerful insights using prebuilt AI models to recommend relevant products and services and discover new audiences.

Actions

Harness data to drive informed decisions, automate processes, and personalize customer engagement across channels.
customer insights

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

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

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

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