Avtex Customer Insights for Retail: 4-Wk Workshop


Avtex Customer Insights for Retail helps you deliver a Customer Experience that Exceeds Expectations

Retail is rapidly transforming due to new consumer preferences, experiences, and expectations. Consumers want personalized shopping experiences that showcase relevant information, and employees need the right tools to deliver this information. For retailers and their brands, this means delivering on the promise of personalization, expert service, always available inventory and seamless cross channel shopping.

Redefine the ways your organization delivers differentiated and personalized experiences that meet your customers’ expectations. With the right tools that enable intelligent processes that ensure the right products get to the right customers at the right time.

Dynamics 365 Customer Insights helps organizations unify disparate data to gain a single view of customers, derive insights, and take action. Empower your marketing, sales, and service professionals to deliver personalized experiences at scale.

Agenda & Services Provided*

  • Week 1
    • Determine use cases for segmenting and personalized targeting
    • Review potential data sources for profiles and use cases, up to 3
    • Configure Sandbox and Production environments
  • Week 2
    • Import Customer and activity data sources into Customer Insights
  • Week 3
    • Unify data sources into a single, unified customer profile in Customer Insights
    • Create activities, relationships, search indexes and measures in Customer Insights 
  • Week 4
    • Analyze and model the data to identify three customer segmentations relevant to your goals
    • Connect to Power BI to unified customer profiles
    • Final executive playback
    • Recommendation report on next steps

*Est. dependent on profiles and complexity of measures, entities, workflows and dashboards.

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