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Customer Insights Manufacturing: 1-WK POC

Cloud 9 Infosystems, Inc.

Start your Dynamics 365 Customer Insights journey with Cloud 9 Infosystems to assess your manufacturing related business needs and determine how to unify your customers disparate data.

MANUFACTURING INDUSTRY RELATED PAIN POINTS:
  • Incomplete customer profile - Contact, Activities and KPI's
  • Insufficient Measures - For sales analysis
  • Unable to forecast - Shipping and Sales
  • Lack of tools to analyze market trends
  • Inability to predict customer dropouts
PRE-ASSESSMENT:

Our team will provide a pre-assessment questionnaire about the existing data sources in your organization to allow us to prepare for integration. Any sets of business KPIs that are already being measured is required.

KICK-OFF

An interactive discussion to review Customer Insights functionalities suitable for your organization based on current customer analytics environment, business goals (desired KPIs, segments, and measures) and gaps.

AGENDA:

Connect your Customer Insights platform with two/three data sources (limited size – max size 1 GB). Produce desired KPIs, segments, and measures using customer data. We will also integrate data with Dynamics 365 apps.

VISION,VALUE & DELIVERABLES:

Capture your consumer's purchasing pattern, trends to improve on your strategic goals, customer 360 view, desired KPI’s and segments in Customer Insights dashboard and Dynamics 365 apps, a summary of POC with recommendations of next steps with phased roadmap.

NOTES:

Ideally, the client shall already own the required licenses (Dynamics 365, Customer Insights, Power BI Pro / Premium) prior to the engagement with Cloud 9. If not owned, Cloud 9 can procure on behalf of the client however any fees associated with required licenses for the engagement is the responsibility of the client. any POC implemented as a result of the engagement will be built using client data (redacted where needed) and within a 30-day test environment (any POC’s requiring more than 30-days will be evaluated at that time for scope and potential additional fees.)

Em um relance
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