Dynamics 365 Customer Insights
D365 Customer Insights: unify your customer data and improve decision-making with a real-time 360° view
Request a FREE DEMO and discover the true potential of your customer data.
THE CHALLENGE
Customer data scattered across multiple systems
As companies grow, customer data becomes distributed across multiple systems, making strategic use difficult.
This scenario typically occurs when:
- Customer information is spread across CRM, ERP, web, marketing, and support
- External tools are used for segmentation and campaigns
- There is no unified customer view
- Action personalization is limited
- Decision-making is based on incomplete data
In day-to-day operations, this translates into:
- Ineffective campaigns
- Data duplication or inconsistency
- Low segmentation capability
- Lack of coordination between departments
- Difficulty anticipating customer behavior
Root of the problem
The problem is not the lack of data, but its fragmentation and lack of structure. Frequently:
- Systems are not integrated with each other
- Data is not updated in real time
- There is no unified customer model
- Analytics are limited or manual
Dependence on external tools increases complexity and reduces control over information.
SOLUTIONS
How we turn your data into decisions
Revertis implements Dynamics 365 Customer Insights, Microsoft’s Customer Data Platform (CDP) that enables data unification and activation of strategies based on real information.
It’s not just about analyzing data, but converting it into decisions.
Data integration
Data integration from multiple sources (CRM, ERP, web, marketing, etc.).
360° view
Creation of a 360° customer view.
Dynamic segmentation
Configuration of dynamic segmentations.
Predictive models
Implementation of AI-powered predictive models.
Multichannel journeys
Orchestration of multichannel journeys.
Real-time activation
Real-time data activation.
OBJECTIVE
The goal is to transform scattered data into actionable insights for the entire organization.
Transformation
From fragmented data to a unified and actionable customer view
Before
Fragmented data across multiple systems
Manual or limited segmentation
Generic campaigns
Low customer visibility
Decisions based on partial information
After
Unified real-time customer view
Advanced and dynamic segmentation
Behavior-based personalization
Prediction of needs and trends
Decisions based on complete data
WHAT'S INCLUDED
The service covers all key Customer Insights capabilities
Data unification
- Customer Data Platform (CDP)
- Creation of unique customer profiles
- Connection of multiple sources
Segmentation
- Advanced segmentation
- Real-time audiences
- Dynamic and combinable criteria
AI and prediction
- Churn models
- Customer Lifetime Value (CLV)
- Purchase probability
Multichannel activation
- Journey orchestration
- Channel-based personalization
- Real-time activation
Integration and analytics
- Dynamics 365 and Power Platform
- Dashboards and advanced analytics
- Governance, security, and compliance
Are you truly leveraging the value of your customer data?
Request a FREE DEMO and receive a diagnosis of your current model.
METHODOLOGY
How we approach Customer Insights implementation
01
Data source analysis
Identification of systems and information quality
02
Customer model design
Definition of unified data structure
03
Integration and unification
Source connection and creation of unique profiles
04
Activation and segmentation
Configuration of audiences, AI, and journeys
05
Monitoring and optimization
Results tracking and continuous improvement
RESULTS
Tangible results in your customer strategy
Organizations that implement Customer Insights typically achieve:
- Improved campaign effectiveness
- Increased conversion and retention
- Reduced data duplication and errors
- Greater precision in decision-making
- Ability to anticipate behaviors
Direct impact on:
- Revenue
- Operational efficiency
- Customer experience
SUPPORT
Continuous support to evolve your data strategy
Model evolution
Data model evolution
Continuous optimization
Optimization of segmentations and campaigns
New use cases
Incorporation of new use cases
New sources
Adaptation to new information sources
ABOUT REVERTIS
An expert partner in customer platforms and data
+20 years
of Microsoft Partner experience
Data unification and activation
Focus on turning data into decisions
Multi-system integration
Experience integrating multiple sources
Technology and strategy
We combine technical and business vision
Business-oriented support
Strategic vision and continuity
