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Dynamics 365 Customer Insights Rapid start

Trax Consulting

We offer a comprehensive, integrated approach to implement Dynamics 365 Customer Insights. This platform serves as the cornerstone for building genuinely personalized, responsive, and cohesive customer journeys across your sales, marketing, and service teams, where your organization can provide outstanding customer experience utilizing Dynamics 365 Customer Insights.

The Rapid Start implementation for Dynamics 365 Customer Insights enables you to harness the platform's capabilities while gaining valuable insights, allowing for more targeted growth aimed at achieving better objectives. The implementation process will take approximately 8 weeks and will leverage our robust methodology, which combines extensive experience and cross-sector expertise from a professional perspective.

Objectives: • Enabling marketing specialists to be comfortable with the system by employing functional workshops thus increasing adoption after go-live. • Enabling marketing specialists to create new customer journeys , marketing forms, email templates , SMS without intervention of IT. • Enabling marketing specialists to update the brand profile in system whenever there is change in organization branding guidelines.

Work packages • Functional workshops. • Requirement documentation. • System deployment • Go-live

At a glance

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