Implementing Dynamics 365 Customer Insights Journeys creates conditions to provide the best customer experience for your customer. You as a company get a systematic approach to doing it the right way.
Note! Dynamics 365 Customer Insights Journeys was previously called Dynamics 365 Marketing.
This is the tool for you who work with Marketing and Sales. We know that you have a central role in e-mail marketing, webforms, surveys and several other contact points with your target audience. Having Dynamics 365 Customer Insights connected to the CRM system provides better conditions for creating a unified multi-channel experience for your customer.
Implement Dynamics 365 Customer Insights Journeys
We start by conducting five workshops (3 h each) linked to the areas that you need to activate in the Customer Journeys module. We at CRMK guide you - you need to invest your time, insights about your customers and your way of working. We recommend the below workshops but the steps can be changed depending on your needs and set-up. Connections to Customer Insights Data (for e.g. customer evaluations) can be added.
Workshops - Agenda
Kick-Off - Meet & Greet
WS 1: Introduction and Configuring settings
WS 2: Managing segments and trigger webforms
WS 3: Managing leads and Compliance
WS 4: Managing email and customer journey
WS 5: Analyzing customer responses and next step
Producing marketing content is out of scope and not included within this offer. The price is estimated from a basic level. It may change if more functionalities are requested.