D365 Customer Insights: 3-Week Manufacturing POC

RSM Product Sales LLC

This rapid proof of concept will activate Customer Insights and Azure storage, stage customer data for use in Customer Insights, and create customer segments and profiles for analytics and export.

Customer Insights can unify customer data into rich profiles that support analysis, personalized messaging, and preparation for direct sales and support interaction.

RSM’s Customer Insights Quick Start for Manufacturing focuses on design of customer segmentation, automated triggers and builds out Customer Insights using data exports from your source systems. Customer segments are defined and ready to export to destination systems. Results are demonstrated with a roadmap for real-time data connectivity, AI, and third-party data enrichment.

Engagement Objectives

  1. Demonstrate the Dynamics 365 Customer Insights solution with customer data and business-process scenarios
  2. Define roadmap to customer profile completeness
  3. Create customer groupings based on order history, interactions, needs and preferences
  4. Guide distributors to focus on most profitable products and customers
  5. Provide an environment for further evaluation

Engagement Deliverables

  • Configured trial Customer Insights and Azure environments
  • Source system data validation and modeling for ingestion
  • Customer profile configuration
  • Segments and measures POC, including up to 6 (six) segments and measures
  • Executive presentation of POC and customer data projects roadmap

This POC engagement is ideally suited for manufacturing companies that have one or more of the following scenarios:

  • Have B2B or direct-to-consumer sales channels
  • Solving product fit with complex or diverse product range and mix
  • Product recommendations for multi-brand sales channels or diverse customer profiles
  • Have indirect sales scenarios, where customer sentiment is influenced or determined downstream from a sale
  • Driving personalized and timely customer experience
  • Click here to learn more

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