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How to built a customer journey with Dynamics 365 Customer Insights that truly converts
Sending out an invitation to a tradeshow seems simple. But how do you ensure that customers not only register, but also actually attend and remain engaged for your next step?
Inviting attendees to a trade fair might appear straightforward. However, the real challenge lies in ensuring their registration, active participation, and sustained engagement for future interactions.
Many marketing and sales frequently face a common problem: fragmented campaigns that fail to generate quality leads and valuable, unified data.
It doesn’t have to be complicated. With Microsoft Dynamics 365 Customer Insights, you can design an end-to-end customer journey in just a few simple steps. From the initial invitation to the final follow-up.
Take control of your marketing processes and streamline the way you connect with your audience.
From isolated actions to a thoughtful customer journey
Clernico Enterprises is a fictional interior construction and stand-building company. We will demonstrate how easy such a customer journey works in Dynamics 365:
Collect all marketing assets
Images, videos, emails or forms: everything comes together clearly in the library.
Determine your target audience
With Copilot, you can quickly put together a segment. In this example, female contacts were chosen, but you can just as easily filter by visitors to the previous exhibition.
Set up communication
From personalized emails to push messages and SMS: you build a campaign that reaches every prospect personally.
Build the customer journey
Dynamics 365 automates the flow. For example: invitation, registration via form, automatic confirmation and reminder. Does the customer actually show up? Then a thank you email follows. If not, he or she receives a new invitation for a subsequent event.
Follow up on leads
Every interaction is automatically translated into leads that your sales department can pick up.
As a marketing or sales manager in the manufacturing or services industry, you probably recognize this: campaigns take a lot of time, but don't always deliver concrete results. Dynamics 365 Customer Insights turns that gut feeling into a measurable approach. You save time, have more insight into your leads, and increase the chance of conversion.
Watch the video
Explore how Dynamics 365 Customer Insights can streamline your entire customer journey, automate processes, and boost lead generation in the explainer video.
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Digital business transformation is what we do. Making sure organizations are ready to deliver for the end customer of today and those of tomorrow. Thanks to our industry expertise, we are able to combine speed and quality into your digital transformation journey.