Customer Insights in a Day – A Free Workshop Customized for your Organization

If your company’s data is trapped in various locations with most of it unused, or you lack a single view of customers with real-time insights to inform business actions, you can rapidly drive value by deploying Dynamics 365 Customer Insights to unify data and create customer profiles.  This is especially helpful if your company has no specific “data” roles within.

We know it can be difficult to understand the power of this solution just by reading a blog or watching a video.  That’s why we are partnering with Microsoft Canada to offer companies a free CRM Dynamics-led hands-on workshop to demonstrate the value Customer Insights can bring to your organization.    

We’ve already written about how Dynamics 365 Customer Insights can help get more out of your CRM.  As well as uncovering the 5 ways Customer Insights will help you make better business decisions.  But with this workshop, you will be able to see for yourself the impact of unifying your customers’ data to gain insights that will create and enhance their personalized experiences.

What does the workshop entail?

Running from 9 AM to 4 PM, your company’s attendees will all get hands-on experience with your very own Customer Insights (CI) environment using your own data.  Instead of generic dummy data, this environment will be built with information specific to your industry and those accounts and prospects you are looking to target. 

We will use detailed scenarios that relate to your real-world application of CI, starting with the business user experience and then moving into any backend IT administrative considerations. 

Attendees will also get to create a dashboard with multiple visualizations to see a holistic picture of the actionable understandings they can expect to gain with Customer Insights. 

What do I receive at the end of the workshop?

Our experts will work with your team to review the findings of the value and benefits of Customer Insights specific to your organization’s KPI focuses.  The workshop will also categorize the unique processes from the business and IT user’s standpoint while analyzing challenges and/or opportunities that may arise from utilizing Customer Insights at your company. 

Finally, our team together with your company attendees will identify the top initiatives that would be improved and accelerated by CI as well as for deciding on the next best course of action considering the information gathered throughout the day. 

How do I sign up?

You can reach out directly to us at experts@crmdynamics.com with the subject line “Customer Insights Workshop” and we will respond right away to get your customized session scheduled!

Overall, Customer Insights enables your company to activate real-time insights on underutilized data you already are collecting; including analytics, email marketing, advertising, and customer engagement platforms through turnkey integrations with Microsoft and third-party applications.

Customer Insights is also designed for any industry. Plus, the platform is flexible enough to address companies of all sizes for both B2C and B2B customer profiles.

Sign up today for your own Customer Insights Workshop and experience the value and power of this solution firsthand!

Jared Teed

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