Microsoft Dynamics 365 Customer Insights | CRM solution module
Turn data into meaningful experiences!
Unleash your marketing team’s potential to craft data-driven, automated campaigns that convert leads into lasting customer relationships.
Our Core Technologies
What is D365 Customer Insights?
When you need D365 Customer Insights
Challenges and Solutions
Let the numbers do the talking!
Businesses like yours have transformed their marketing performance with Dynamics 365 Customer Insights and achieved measurable results.
ROI over three years
Time savings on customer journey development
Improvement to conversion rate per customer journey
Payback on investment
D365 Customer Insights in action
Discover the game-changing features
1
Unified Customer Profile
Combine all customer data, such as transactions, interactions, and behavior, into a single, unified customer profile for a 360-degree view.
3
Real-Time Data Integration
Integrate real-time data from external sources, such as web analytics, CRMs, and marketing platforms, to keep customer profiles current.
2
Data Unification with AI
Use AI to automatically match customer data from diverse sources, ensuring an accurate customer profile without manual intervention.
4
Customer Segmentation
Create dynamic segments based on demographics, behavior, or engagement and target specific groups with personalized messaging.
1
Customer Journey Automation
Track your customer’s journey from initial prospecting to final acquisition, and seamlessly automate actions based on their behavior.
3
Event-Driven Engagement
Set up events such as purchases, clicks, or website visits that trigger automated campaigns or follow-up actions based on the customer’s history.
2
Personalized Customer Experience
Use configurable templates and advanced tools specially designed to customize customer experience based on specific interactions.
4
Real-Time Customization
Adjust customer journeys in real-time based on the latest behavioral data, providing more relevant interactions and recommendations.
1
Surveys and Feedback Forms
Create and send surveys to collect customer feedback, using this data to adjust customer strategies and personalize future interactions.
3
Voice of the Customer (VoC)
Integrate feedback from various channels, such as surveys, support interactions, and reviews, into customer profiles.
2
Sentiment Analysis
Use AI-powered sentiment analysis on customer feedback, surveys, and social media mentions to gauge customer satisfaction.
4
Social Media Integration
Easily connect, engage, and network with people and companies on social media to generate high-quality leads.
1
Event Tracking
Track customer interactions during specific events, such as product launches or promotions and adjust marketing efforts in real-time.
3
Automated Workflows
Design workflows that automatically trigger campaigns based on customer actions, such as follow-up emails or personalized recommendations.
2
Omni-Channel Campaigns
Set up and manage complex, multi-step campaigns and monitor leads from email marketing, landing pages, webinars, phone or events.
4
A/B Testing for Campaigns
Run A/B tests to compare different versions of emails, offers, or landing pages, ensuring an effective approach.
1
Predictive Analytics
Use AI-driven models to predict future customer behavior, such as likelihood to churn, future purchases, or customer lifetime value (CLV).
3
Behavioral Insights
Gain deep insights into how customers engage with your brand, allowing you to optimize strategies
2
Customer Lifetime Value (CLV)
Analyze customer data to forecast CLV, helping to identify and nurture high-value customers.
4
Real-Time Analytics Dashboards:
Create custom dashboards to visualize key performance indicators (KPIs) across campaigns, customer segments, and interactions.
Customer Voice
In synergy with Customer Voice
Integrate Customer Voice (formerly Forms Pro), a robust feedback management platform that enables you to design surveys, monitor responses, and gather valuable customer insights to drive informed business decisions.
Maximize your marketing efforts!
Pause and Resume Surveys
Respondents can save their progress and return to complete surveys at their convenience, boosting completion rates and reducing abandonment.
Survey Reminders & Follow-ups
Automated reminders and follow-up emails increase response rates, providing more comprehensive data and better business insights
Auto Prefill and Personalization
Auto-fill fields with data from Dynamics 365 or Azure AD and personalize surveys using contact details to increase engagement and response rates.
Survey Integration with Customer Insights
Connect survey results with Dynamics 365 Customer Insights – Journeys for tailored marketing follow-ups, improving campaign effectiveness.
Customization & Branding
Custom email addresses, headers, and cascading questions align surveys with your brand and make them more engaging and relevant for respondents
Survey Management & Automation
Manage survey frequency to avoid fatigue and use Power Automate to trigger workflows based on survey responses, streamlining your business processes
Work better when together!
ERP modules
CRM modules
Power Platform
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Linksoft's Core
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Ihr Microsoft-Partner für Business Applications
Seit 2017 ist als Microsoft-Partner in Osteuropa zertifiziert und verfügt heute über 8 Zertifizierungen (6 Gold, 2 Silver). In 2022 wurden wir von Microsoft Rumänien als ausgezeichnet. Als entwickeln wir uns kontinuierlich weiter, um moderne, leistungsstarke und zukunftssichere Lösungen bereitzustellen.
Unser zertifiziertes Team
Bei LINKSOFT basiert unsere Expertise auf über 300 Microsoft-Zertifizierungen – ein klarer Beleg für unsere Kompetenz im Umgang mit modernsten Technologien. Wir setzen konsequent auf Best Practices und kontinuierliche Weiterentwicklung, um stets mit den neuesten Innovationen und Tools Schritt zu halten.
Über 10 Jahre Erfahrung
Mit mehr als einem Jahrzehnt Expertise unterstützt LINKSOFT Unternehmen dabei, ihre Geschäftsprozesse erfolgreich zu transformieren. Wir haben über 2.500 Schulungsstunden durchgeführt, um Teams weltweit zu befähigen, und betreuen aktuell mehr als 40.000 aktive Nutzer in verschiedenen Branchen.
Branchenspezifische Expertise
Wir verstehen die Unterschiede zwischen Gesundheitswesen, Finanzprozessen und Energieversorgung – und entwickeln Lösungen, die genau darauf zugeschnitten sind. Unsere Erfahrung reicht von Utilities und Healthcare bis hin zu Financial Services, Automotive, Real Estate, Retail und Distribution.
Mehr als CRM. Echte Individualisierung.
Wir erledigen nicht nur unsere Arbeit – wir tun sie mit Sorgfalt und Exzellenz. Wenn geringe Personalisierung Kundenbeziehungen oder Wachstum einschränkt, entwickeln unsere Berater maßgeschneiderte Lösungen. Dabei gehen wir über die reine CRM-Implementierung hinaus und bieten Anpassungen in jeder Phase des Prozesses.
Heute, weltweit
Morgen - in Ihrem Unternehmen.
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Deine CRM- und ERP-Reise beginnt hier!
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Unternehmen auf der ganzen Welt setzen auf digitale Transformation – und Microsoft Dynamics 365-Lösungen führen dabei den Weg an.
LINKSOFT hat erfolgreich CRM-, ERP- und RPA-Lösungen weltweit implementiert und Microsoft Dynamics 365 in über 30 Ländern für mehr als 40.000 Nutzer*innen eingeführt.
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Was unsere Kunden sagen
We appreciate how LINKSOFT has understood our business processes and been able to adapt to our quality requirements, so we now have a very efficient operational CRM that helps us better and faster track the needs of over 5,000 customers and manage them.
Bob De Man
Together with LINKSOFT, we have implemented and continue to develop the CRM platform according to our specific needs. The main benefits the CRM platform offers us are the overall picture of the patient and their medical history in one place, relevant and updated data reports, as well as automated sales processes.
Cosmin Panaete
The success of implementing business software solutions is determined by the dedication, expertise, and professionalism of the implementation partner. The LINKSOFT team has demonstrated this throughout the years of collaboration.
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