Microsoft Dynamics 365 Customer Insights

A complete and actionable view of every customer

Do you have to look in multiple places to understand a customer’s needs? Is prioritizing leads and nurturing prospects a daily challenge for you and your team? Are you finding your customer information to be incomplete at best?

Microsoft Dynamics 365 Customer Insights will capture and consolidate every detail. Data from ERP and CRM systems, Office, Outlook, LinkedIn, and third-party platforms is all available in one platform for all your active customers.

Arbela will build and deploy Dynamics 365 Customer Insights to support your strategic goals and drive to the data that provides you information to: 

  • Improve conversion rates on lead nurture programs
  • Increase overall lifetime value via targeted customer service
  • Optimize lead scoring, as well as upselling/upgrading opportunities

Are you ready for a 360-degree view of everyone in your ecosystem?

Moving from reactive to predictive customer insights via AI

Predicting your customers' exact needs shouldn't be guesswork: it’s a science fueled by AI.

It begins with pulling and merging all available customer data — behavioral, transactional, observational — and applying AI and machine learning to segment your audience, build personas, and create an informed course of action for each persona built.

Arbela’s teams of data engineers and business consultants will help you build customer journeys and environments specific to your business needs and system, identify the data that engages and inspires your customers, and integrate complete customer profiles into your CRM and ERP system. 

Predictive customer data provide you with actionable insights.

360-degree view of everyone in your ecosystem

A 360-degree view isn't theoretical - it's achievable. Real-time dashboards and unified service desks provide your customer service agents with the 360-degree information they need in one place.

When you have a 360-degree view of each customer’s journey, you can support customer service agents to both anticipate customer needs and personalize every interaction, and intelligently route cases from any channel to the right agent for quick resolution. By displaying customer case histories, preferences, and feedback in one interface tailored to their job and skillset, you can help agents make smarter decisions and provide optimal customer service while optimizing use of your human resources.

Acting on insights

Our goal is not to simply present the data, but to help you and your team use it to optimal effect. By integrating Dynamics Customer Insights data streams into marketing automation platforms, your email solutions, website, and sales systems' insight is transformed into actions, interest becomes decisions, and prospects become customers.

Download our whitepaper: The Savvy Leader’s Guide to Real-Time Insights