Customer Insights – Data 360° Customer Profile QuickStart
PNP Solutions T/as ECLEVA
Organizations often struggle with customer data spread across CRM systems, ERP platforms, marketing tools, spreadsheets, and other disconnected applications.
Customer Insights – Data 360° Customer Profile QuickStart is a professional service designed to help organizations establish a unified customer view using Microsoft Dynamics 365 Customer Insights.
Our experts help organizations connect customer data sources, unify records, create comprehensive customer profiles, and establish the foundation for advanced analytics, AI, personalization, and customer engagement initiatives.
This service enables businesses to gain better visibility into customer relationships, improve customer understanding, enhance segmentation, and support data-driven decision-making.
Service Includes
- Discovery and business requirements workshop
- Review of customer data sources
- Customer Insights environment configuration
- Customer data ingestion setup
- Data mapping and unification guidance
- Identity resolution configuration
- 360° customer profile creation
- Customer segmentation setup
- Standard dashboards and reporting review
- User enablement session
- Knowledge transfer and recommendations
Key Business Benefits
- Unified Customer View: Create a single source of truth for customer information across multiple systems.
- Improved Customer Understanding: Gain deeper visibility into customer interactions, behaviors, and relationships.
- Better Segmentation: Build dynamic customer segments for sales, marketing, and service teams.
- AI & Analytics Readiness: Establish a strong foundation for predictive analytics and AI-powered customer insights.
- Enhanced Decision-Making: Support business teams with more accurate and complete customer information.
- Faster Time-to-Value: Accelerate Customer Insights adoption using a proven implementation approach.
Deliverables:
- Discovery Workshop
- Customer Data Source Assessment
- Customer Insights Configuration
- Data Mapping Documentation
- Identity Resolution Setup
- 360° Customer Profile Setup
- Initial Customer Segments
- Recommendations Report
- Knowledge Transfer Session