Dynamics 365 Customer Journeys

For the contemporary marketer, Dynamics 365 Customer Insights – Journeys (formerly known as Microsoft Dynamics 365 Marketing) is a feature-rich, highly configurable solution. It may be used to provide customised lead and customer experiences either on its own or in conjunction with other Dynamics 365 modules.

Dynamics 365 Customer Insights – Journeys is the go-to solution for both mid-market and large businesses because to its scalability.

In a way that is exclusive to your clients and sector, this solution boosts sales, generates engagement, and identifies and nurtures prospects using AI-driven technology and sophisticated marketing features.

The purpose of the Dynamics 365 Customer Insights – Journeys tool is to synchronise the objectives and strategies of a company’s sales and marketing departments. It establishes a smooth customer experience that starts the instant someone becomes a lead and lasts long after they make their first purchase.

With the help of this solution, businesses can improve client experiences, increase income through data analysis, and harmonise their marketing and sales strategies with integrated features.

Capabilities

Dynamics 365 Customer Insights – Journeys is intended to help businesses turn leads into devoted patrons. Users of the programme may create and rank leads, cultivate connections, plan events, and get insightful client feedback. People are engaged at scale, one-on-one, in real time by the solution.

Instantaneous Promotion

Real-time marketing features including push alerts, personalised event triggers, and live journey management are available with Dynamics 365 Customer Insights – Journeys. Using data and preset triggers to personalise their communications, businesses can contact with customers at the right times with real-time marketing.

With the use of AI, the Dynamics 365 Customer Insights – Journeys tools may create emails in real time, SMS messages, handle compliance, and provide value via a customer’s chosen channel.

External Marketing

The Microsoft marketing platform offers a strong feature for outbound marketing. It allows organisations to link and coordinate their marketing and sales activities. With Microsoft Dynamics CRM’s marketing tools, businesses can effortlessly handle events, trade shows, cold calls, email campaigns, and face-to-face meetings.

Specifically, this Dynamics 365 module gives teams enhanced control over social media messaging, email marketing, web forms, lead scoring, customer insights, and event management. Features include:

Social media: Companies may use postings and monitoring to engage with their audience on websites and social networks. Businesses can write, preview, schedule, and post messages across Twitter, Facebook, Instagram, and LinkedIn using Dynamics 365 Customer Insights – Journeys. In Dynamics 365 Customer information – Journeys, a social media marketing calendar provides both rapid and comprehensive information.
Lead nurturing: The platform enables businesses to plan, create, and monitor unique landing pages in order to get the most out of their advertising budget. These websites make use of dynamic material according to the location, conduct, and interests of a prospect. Gather lead information, use automated procedures to qualify and evaluate new clients, and create unique workflows to help leads through the purchasing process.
Events, Webinars, Trade Shows, and Networking: Dynamics 365 Customer Insights – Journeys’ automation tools assist organisations in managing all of their event requirements centrally. This facilitates easy communication between the sales and marketing departments. Within the Dynamics 365 Customer Insights – Journeys module, users can manage event planning, registration, sponsorship, attendance, post-event surveys, and follow-up activities.

Increase Client Satisfaction With 365 Marketing AI

Artificial intelligence is used in Dynamics 365 Customer Insights – Journeys to enhance the customer experience. The platform uses AI for data analysis, channel personalisation, A/B testing, and content creation. AI helps users create emails, offers, and content recommendations that are most likely to pique clients’ interests in an effective manner. AI may also be used to track KPIs through clearly readable dashboards, segment leads and contacts, and assess the efficacy of strategies.

Built-in spam detection tools and automatic schedulers that generate organization-specific insights through machine learning are also available. Customers thereby receive the appropriate material through the appropriate channels at the ideal moment.

Features

A strong collection of built-in features enable Dynamics 365 Customer Insights – Journeys’ various functionalities. Dynamics 365 client Insights – Journeys is therefore a well-liked option for businesses trying to streamline marketing initiatives, increase revenue, and preserve client pleasure.

Within the programme, users are able to:

Create engaging online content.
Control email advertising
Construct marketing initiatives that are automated.
Forward client questionnaires
Tailor marketing campaigns based on buyer stage, contact, and segment.
Combine CRM initiatives with marketing websites, among other things

Enhance the Customer Experience

An automated customer journey tool with visual modelling is offered by Dynamics 365 Customer Insights – Journeys to assist users in determining a person’s current stage of the buyer’s journey and the actions required to convert them into paying customers. Marketers aggregate contacts into groupings known as “customer segments.” The segment designer feature is similarly to an advanced-find tool, but it offers more powerful and adaptable querying capabilities.

Create Marketing Segments

Users may create segments that are both static and dynamic by using data from several entities:

Leads
Relationships
Accounts
Promotional catalogues
Attendees of the event
Participation in certain marketing campaigns

By employing natural language instructions, these marketing groups may be created to divide up contacts based on behaviours, firmographics, and demographics. Teams may even directly market on LinkedIn by using these areas.

Marketers may deploy tailored customer journeys automatically after a customer segment has been defined. Users of Dynamics 365 have the option of creating bespoke segments or selecting from a wide range of pre-made templates. Contacts that clicked on an email, used a Firefox browser, attended a webinar, or lived in a particular area are a few examples of segment templates. An easy-to-use drag-and-drop functionality makes it straightforward to modify templates, and creating bespoke versions is a breeze.

This feature facilitates the management of multichannel customer journeys and the attraction of excellent leads for organisations. Customer segmentation-based automated nurturing programmes can provide tailored experiences. High-impact, strategically scheduled information is sent to both customers and prospects to help them throughout the buyer’s journey.

Automation of Lead Scoring Using Dynamics 365 Customer Insights - Journeys

There are tools in Dynamics 365 Customer Insights – Journeys that rate leads automatically. A lead scoring automation technology evaluates prospects and indicates the best leads for the sales team to follow up on in order to streamline lead hand-offs from marketing teams to sales. Every lead receives a letter grade that is determined by calculating the individual’s:

Information about the demographics (age, income, education)
Firmographic information, including industry, size, location, and performance
Activities (opens, clicks, site visits, participation at events)

A lead stays in a lead nurturing programme until it achieves a particular grade. This Dynamics 365 functionality moves a lead to the sales team by setting off pre-programmed activities inside the platform when the lead hits a sales-ready threshold

Using Dynamics 365 Marketing for Event Management

Live events, including conferences, trade shows, and webinars, are difficult to organise and execute. For sales and marketing teams, Dynamics 365 Customer Insights – Journeys streamlines event management. Users may oversee every step of event planning with this programme, including budgeting, carrying out, and doing follow-up surveys. Organisers may use Dynamics 365 Customer Insights – Journeys to:

Oversee the registration and attendance for events
Organise and publicise events via internal business procedures
Organise speakers for events, tracks, and sessions
Post webpages for the event so people may register and get more information
Arrange the buildings, layouts, and track rooms
Keep tabs on sponsors and sponsorships
For live events, interactive meetings, and webinars, use Microsoft Teams
Examine the attendance history of contacts
Assess ROI

Users of Dynamics 365 Customer Insights – Journeys may not only organise, promote, and conduct events; it also streamlines the process of gathering feedback from attendees. One element of the Marketing module in Dynamics 365 is Customer Voice, which is useful for creating surveys and producing important business data. By attaching a survey unique to the event to emails, organisers may get input from attendees (or customers via their preferred channel). The sales staff is then tasked with following up on these answers and any new leads that were obtained during the event.

Dynamics 365 Customer Insights: Marketing Automation - Journeys

Marketing automation powered by Dynamics 365 Customer Insights – Journeys creates customised customer journeys at scale. Users may generate and score leads automatically with this functionality. Businesses may build up completely customisable workflows and features for automated marketing campaigns. The platform provides landing sites, centralised data, adaptable processes, and marketing email templates.

Dynamics 365 Customer Insights – Journeys offers automated lead synchronisation for sales and marketing teams who use LinkedIn for lead creation. A lead’s data is instantly connected to the Microsoft CRM Marketing module when they complete a LinkedIn form.

When combined, these attributes expedite the process of creating content, managing leads, segmenting customers, managing events, and executing automated campaigns, eventually resulting in meaningful statistics.

Pricing

For businesses without any other Dynamics 365 applications, the Dynamics 365 Customer Insights – Journeys module is paid per tenant. 10,000 contacts, 100,000 interactions, and 1,000 SMS messages are included with the base plan.

Contacts can be added to packs at various price points, from five thousand to over half a million. Likewise, packs of extra interactions are available for purchase, with the first 50,000 interactions.

Organisations who now have ten or more users on a qualifying Dynamics 365 Customer Insights – Journeys application are eligible for lower prices. Request a quotation from our staff.

Use Storata Software to Turn Dynamics 365 Customer Insights - Journeys Into a Tool for Your Company

At Storata, we take great satisfaction in using technology and collaboration to enable your business. We can assist you with any business needs you may have.

The Consulting and Implementation of Dynamics 365 Customer Insights - Journeys

Dynamics 365 is the area of expertise for Microsoft Solutions Partner Storata. Our group provides D365 deployment and marketing advice. We offer product customisation, development, architecture, and project management. Our well-known professionals are dedicated to assisting companies in growing their operations and realising their full marketing potential.

Training for Dynamics 365 Customer Insights - Journeys

Dynamics 365 Customer Insights – Journeys is an all-around strong solution with a plethora of features. Making ensuring your company is getting the most out of your software is our aim. To help your users become proficient with Dynamics 365 Customer Insights – Journeys, Storata provides both online and in-person sessions. These resources will help ensure a seamless transfer to your new system.

Customisation and Optimisation of Dynamics 365 Customer Insights - Journeys

There are several options for customisation available in Dynamics 365 Customer Insights – Journeys without requiring any coding knowledge. Companies can quickly create unique business procedures and workflows, and they may use templates to customise client journeys. On the other hand, Storata’s own experts may assist companies seeking for expanded functionality and third-party integrations.

Customer Insights for Dynamics 365 - Journeys Support

Following your go-live, Storata, as your Microsoft partner, offers continuous support. For existing customers as well as those businesses utilising Dynamics 365 Customer Insights – Journeys, we provide support plans. We are always accessible for in-person and virtual support services if your company operates in a highly customised environment or if you need help enhancing your procedures and user uptake. Our professionals can assist with assessing your ISV add-ons and third-party products, educating your users, creating reports, resolving issues, and advising your company on how to create the greatest customer experiences. With the ticketing system and customer portal included in Storata’s support package, you can always obtain accountability and prompt responses.

Consult with Storata About Your Software Requirements for Marketing

Choose Storata as your partner for the deployment of Microsoft Dynamics 365 Customer Insights – Journeys. Along with over two centuries of total Microsoft Dynamics expertise, our implementation team has a proven track record of successfully completing projects. With a total of 215 Microsoft certifications, our specialists have finished 100% of deployments with success. Of our staff, 45% had previously worked at Microsoft, and the typical Storata consultant had over 14 years of industry experience. The Storata team has collaborated with Microsoft to do research, create, test, and document Dynamics products in their capacities as technical writers, developers, testers, and product managers.