Microsoft D365: Customer Insights (Marketing)
Is your customer data factual and fully functional?
Does it help you:
- Spot churn risk or buying signals in real time?
- Build unified customer profiles across systems?
- Launch personalised journeys without requiring code?
- Align service, marketing, and sales with the same truth?
- Ensure POPIA compliance and governance with built-in controls?
Give your team a single truth, and results that grow your business.
Waiting on IT or developers for usable customer data causes bottlenecks.
- Dynamics 365 Customer Insights connects to your CRM, ERP, POS, websites, and survey tools.
- It pulls the data, cleans double entries, and matches customer IDs automatically.
- Customer profiles are enriched with demographic, behavioural, and transactional data, and kept live with real-time updates.
- AI models add buying signals, remove churn risk, and suggest next-best action.
- Marketing, sales, and service all work from the same accurate profile without IT’s input.
Why are you still wasting your time and budget waiting for data?
Businesses using Customer Insights saw a 261% ROI in under 3 years without adding headcount.
- Reduced time spent on customer data analysis by 80%,
- Improved campaign effectiveness by 20%, and
- Achieved full payback in less than 6 months.
All this was achieved without the need for more staff or dev resources.
Choosing the wrong CRM locks you into slow results and sunken costs.
We guarantee better data for pre-emptive risk spotting, smarter decisions, and happier customers, not years spent tied to the wrong CRM.
Don’t gamble on your CRM. See how Braintree and Customer Insights deliver results.
The opportunities you miss when your customer data is out of sync.
Unified profiles that show the whole customer
Consolidate purchase history, behaviour, preferences, and interactions from multiple sources into one customer view.
Why it matters to you:
If different teams use different data, your business will become disjointed. CE helps you respond with context and close with confidence.
Real-time segmentation and targeting
Build dynamic customer segments based on behaviour, lifecycle, or demographics.
Why it matters to you:
Spray-and-pray campaigns are a waste of money and time. Proper targeting drives engagement and measurable results.
AI-driven recommendations and insights in a modern world
Leverage machine learning to surface next-best actions, dodge risk, and purchase predictions.
Why it matters to you:
In a market where customers have options, your timing must be perfect. With CE, you act before they leave, or when they are ready to buy.
Connected Journeys Across Every Touchpoint
Map and manage experiences across email, web, mobile, call centres, and in-store.
Why it matters to you:
Customers do not care which team is responsible. They want consistent service excellence. Give the people what they want with D365 CE, start to finish.
No-code personalisation for campaigns
Enable your marketing teams to personalise offers, messaging, and timing without waiting for input from IT.
Why it matters to you:
Agility matters. CE puts the power in marketers’ hands, so good ideas are not slowed down by dev queues
Real-time data ingestion and enrichment
Pull live data from your systems (POS, CRM, ERP, surveys, etc.) to keep profiles accurate and current.
Why it matters to you:
Decisions based on stale data send customers running to the competition. CE keeps you operating on facts.
Built-in governance and POPIA-ready controls
Get role-based access, consent tracking, and audit trails to manage customer data securely.
Why it matters to you:
One data mishandling incident can cost you your business. With CE, you stay within the confines of the law. In the process, you earn and keep your customers’ trust.
From accurate profiles to instant insights, Customer Insights gives you the clarity, speed, and control your competitors wish they had.
Ready to finally market with precision, and anticipate instead of responding?
