This is a two-hour workshop being held at the Microsoft Technology Center in Mississauga, Ontario.
In this session you will learn how we examine your data to unlock the hidden story it is trying to tell you.
Your competitive advantage is trapped in your company's data. This workshop will explain why and how examining your data in a structured way will give you company a competitive edge with the power of Customer Insights.
Share your top 3 (three) business pain points your company is trying to solve or areas of concern in the business, in this workshop we could help you uncover the best possible solutions to resolve your challenges.
This executive workshop on Customer Insights will take place at Microsoft Technology Center in Mississauga, Ontario is free and brought to you by CRM Dynamics, one of the largest Canadian Gold Certified Microsoft Dynamics 365 CRM partners and 2019 Microsoft Impact Award Winner, as well as a member of Microsoft InnerCircle, representing the Top 1% of Microsoft's Global Network of Partners for Business Applications for 2019/2020.
Why do you need to attend and what's in it for you?
This workshop is the first of three stages to embark in Customer Insights Experience with AI (Artificial Intelligence). In this session you will learn:
1st Phase: Executive Workshop - A complimentary 2-hour session at the Microsoft Technology Center where you will get first-hand knowledge from industry experts and learn how we leverage Artificial Intelligence (AI) to find patterns in your data that represent hidden opportunities and present actionable steps for increased business through an automated customer handling path.
2nd Phase: CHECK-UP Session - This is a two-day, paid session ($4,500)
This workshop is a hands-on learning experience, where you and your key team members will collaborate with us to assess your environment and develop a plan for implementation of Customer Insights that includes data sources, matching criteria, resources and data unification of up to 3 sources. UAT/POC
3rd Phase: Implementation - Following the results from your CHECK-UP session, now you are ready to expand and take the journey into Customer Insights. We will prepare a sow for your customised implementation plan. Your plan may include the following:
Ares of focus for your customised Implementation plan:
1.Initial configuration of Sandbox and Production environment.
2.Connectivity to up to 3 data sources, natively through Customer Insights where available.
3.Unified Customer Profile for specific business (Map, Match, Merge) - Unify all data sources into Customer 360° profiles and define the mapping of customer data sets.
4.Segments and Measures - Define what are the KPIs for your organization company wide and customer level.
5.Azure Machine Learning and AI-powered Insights.
Rob has more than two decades of experience in the information technology space, working with Xerox, Soft Choice and now CRM Dynamics. He has been recognized as a results oriented sales leader and direct selling consultant with significant experience in guiding companies through the rapidly changing sales & marketing landscape. A runner, positive leader, and true believer in “practice what you preach” values, Rob has a proven track record in helping architect sales and marketing effectiveness solutions. In the session ‘Are you Ready for Marketing Automation,’ Rob will take the participants through the journey of digital transformation and how it will affect the sales and marketing landscape in an organization. He will also share some of the techniques and insights that CRMD uses to help its clients stand out from the crowd in
a competitive marketplace through his “Smarketing” marketing automation initiative.
Neil has 20 years of experience in software design and development including 4 years as a member of the CRM Dynamics team. In the past he has designed and led the development of data integration solutions with various ERP’s and CRM’s while also leading the customer service and support team through project delivery, support and continuous improvement at CRM Dynamics.