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is AI the new standard in Marketing Automation

In all honesty, your business needs Marketing Automation if you are determined to survive this digital era. The pandemic firmly set a new standard in digital innovation and customer insights within all industries. It makes sense that marketers welcome the change with open arms.

Besides, being there at the right time with the right message and the right customer is an absolute requirement to reach new heights.

How fast is Marketing Automation growing?

Forrester foresees an increase in CMO investment for marketing automation, even if the marketing spends globally keeps on declining. Moreover, according to Gartner, 68% of CMOs increased their martech budget to keep up with the developments.

Artificial Intelligence, as well as Machine Learning, are predicted to grow exponentially. It makes sense when you think about how this technology can boost your campaigns’ effectiveness and Marketing Automation.


Should you combine AI and Marketing Automation?

Currently, businesses try to impress their audience by reaching out to them through different means such as email, social media, ads, websites. This is not a surprise at all when you think about how involved the internet is in your customer’s journey. The question now is; how does your business manage to stand out from your competitors?

Is AI in Marketing Automation the key to success?

Firstly, analyse what others are doing right. Thriving businesses rely on data to identify and also to target groups to combat a rapidly evolving digital world and unpredictable customer behaviour. At the core, their system learns without manual intervention.

AI plays the leading role, providing better segmentation and impeccable automation while building a deep relationship with your customers through personalisation.


Personalisation powered by AI

Yes, new multi-channel communications are trending but that does not mean that email has lost its punch. However, the repeated and manual tasks associated with it need to go. Above all, what matters now is how personalised it is?

Sending out emails in a blast is not effective. Time, for instance, matters because different people open email messages at different times. The key is to get the most out of your email campaigns through automated scheduling based on your data as well as previous actions.

Build strong relationships with less effort

Whenever you connect with a customer, that experience should be meaningful and also personalised. From generating personalised headers, subject lines, tailored content, combined with insights from past interactions, interests and recommendations. Why should you only stick to personalisation in your email campaigns? Build relationships and familiarity on a deeper level to achieve a comprehensive omnichannel experience that never feels out of place.

Insights and Analytics

Why does a 360-degree view of your customer data help you work smarter and not harder? On average, your business collects an insane amount of data. This is not all nicely structured or easy to comprehend at a glance. Yet, they are crucial to extract what you need to know about your customer’s sentiment or behaviour.


Choosing the right channel

Do you get lost in keeping track of all the multiple social platforms that we have today? It should not come as a surprise when you find out that marketers often struggle to pick the right channel. AI and Machine Learning bring out one huge benefit. They help you stay ahead of your competitors through predictions based on real-time data.

Here is what your business should aim for next now that AI is the new Marketing Automation standard

The goal of marketing automation solutions is in the first place to enhance, streamline, and simplify tedious marketing tasks. Instead of devoting precious time and resources to sending emails, texts, or social media posts, marketing automation software enables marketers to create sets of instructions to smoothly automate these processes.

Will your team soon discover how easier it is to nurture high-quality, sales-ready leads while also winning time?


Next-up: Digital Inspiration Day 2021

Questions on how AI is the new Marketing Automation standard?

You can always get in touch for more detailed information about these topics. Don’t hesitate to contact us.


Think Digital

Release of wave 2 for Dynamics 365

Release of Wave 2 - Microsoft Dynamics 365 - CRM

Catch the release of wave 2 for Dynamics 365.

Microsoft just announced the second release wave of the year for Dynamics 365. These brand-new innovations aim to deliver powerful capabilities to propel your business to success. There is no doubt that this release is about to accelerate your digital transformation.

Here is what you can anticipate from the release of new features planned between October 2021 and March 2022.

[READ ALSO] 5 CRM TRENDS TO WATCH OUT FOR >>


Dynamics 365 Marketing

With this release, Dynamics 365 Marketing delves deeper into personalised journeys and engaging with your customers anywhere, at any time. Explore AI-based content ideas and get inspired to bring your content to the next level. Here is how you deliver immaculate experiences time and time again.

Explore new and updated features for Marketing

Engage at the right moment across all touchpoints

  • Use Customer journey orchestration to connect Customer Insights with your data lake.
  • Send out SMS messages with Twilio as well as TeleSign
  • Build webinar registration experiences in Teams effortlessly and create a sound journey for participants instantly in Dynamics 365 Marketing.
  • Enrichen your customer journeys through account-based profile data from Customer Insights.
  • Get a clear view of all interactions within your customer journey on the Customer Insights timeline.

Get more personal with each customer without breaking a sweat

  • Explore the new segmentation builder that easily lets you create segments on leads as well as custom entities.
  • Dive deeper with customisation through Power Automate flows from customer journeys.
  • Boost your decision-making with the combined power of AI and Analytics.
  • Turn your email content into compelling messages through AI-based recommendations.

Dynamics 365 Sales

Achieve more sales by understanding your customers and their buying behaviour. The three key elements you need to drive sales are data, intelligence and meaningful customer experiences.

Here is what these exciting new updates for Dynamics 365 Sales focus on.

Improve teamwork thanks to Teams calling with Dynamics 365

  • More third party telephony aid and also critical business insights for any call.
  • Embedded Microsoft Teams collaboration, Teams message extensions and actions now include enhanced contact recommendations and a better experience.
  • Access sales records while having a Teams meeting and also receive automated notifications from Dynamics 365.
  • Enhanced setup as well as security of the Dynamics 365 app for Teams.

Change the way you build relationships on LinkedIn

  • Explore a new manager workspace for accounts, contacts, and also leads.
  • Visually update deals with the Kanban control.
  • Enjoy improvements to quick filters with hierarchy and date-based filters.

Manage pipeline more efficiently with deal manager

  • Swift access to Sales Navigator.
  • More improvements to the LinkedIn integration coming your way.

Get productive with improved tools and forecasting updates

  • Streamline activity capture with Auto capture.
  • Discover enhanced capabilities for the purpose of sharing and viewing your forecasts.
  • Attribute insights in order to strengthen predictive scoring model clarity.
  • Added admin controls for managing as well as deploying forecasts.
  • Support for new forecast views such as weekly and yearly forecasts.
  • Guided selling gets a boost with Sales Accelerator
  • Salespeople on the road get more out of their mobile experience.

Dynamics 365 Customer Service

Increase your agents’ experiences and productivity drastically with this release to solve cases faster. The power of AI will once again boost your customer service through improvements in searchability.

Explore these exciting features for Customer Service

Aim for a customer experience that exceeds expectations

  • Empower your customers through self- and assisted- service.
  • Deliver exceptional services through an all-in-one contact centre.
  • Boost knowledge authoring and management for your agents through AI suggestions and analytics.
  • Transform contact centre routing.


Dynamics 365 Field Service

Catch the release of wave for Dynamics

Curious about the new customer portal launching in this release? Dynamics 365 Field Service aims to deliver easy customer engagement and enhanced user productivity in this release of wave 2 for Dynamics 365.

Dive into these capabilities For Field Service:

Boost Customer Engagement and User productivity

  • Enjoy a streamlined onboarding experience.
  • The improved information architecture is now combined with an upgraded user interface.
  • Boost your field workers with capabilities such as mixed-reality calls and an enhanced Field Service mobile experience.
  • Engage better with your customers through self-scheduling and also an easy to navigate landing page.
  • Transform the scheduling experience through new and improved features.

Dynamics 365 Customer Insights

Unify and uncover the secrets within your customer data to make smarter decisions and get smarter insights. Audience Insights and Engagement Insights are here to bring out the best within Customer Insights.

Uncover how to get the best insights

What’s planned for Audience Insights

  • Scrap data silos and unite your customer data through connectors.
  • Create rich customer profiles coupled with audience intelligence namely from both first-party and third-party enrichments.
  • Get smart insights about your business with segments and measures and also boost businesses processes with innovative AI models or custom algorithms.
  • Personalise customer experiences across all channels.

What’s planned for Engagement insights

  • Unlock a 360-degree view with essential analytics and smart insights on your customers.
  • Drive better business insights by obtaining valuable insights into customer actions interactively.
  • Get a good grasp on customer journeys through funnel reports, journey maps, flows and more to ensure the best actions.
  • Connect analysis to your systems of action such as advertising channels, marketing channels, and other applications.

Dynamics 365 Customer Voice

What actions do you take after receiving feedback? The focus of this release is to help you engage with the right person at the right moment.

Catch these highlights of enhancements for Customer Voice

Get smarter feedback

  • Collect insights easily and act instantly on them.
  • Swiftly collect feedback insights and define customer workflows through Power Automate.
  • Compare results over time to uncover trends and to analyse performance.

Next-up: What to expect of Digital Transformation in 2021?

Digital Transformation Trends in 2021

Questions on the release of wave 2 for Dynamics 365?


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Change the way you look at data

It is only human nature that our preferences change over time. That goes for your customers as well. Nowadays, the true challenge lies in your customers’ ever-changing behaviour and preferences. Mainly because of how their preferences seem to change overnight.

Continue reading to rethink the way you use your data.

[READ ALSO] HOW CUSTOMER EXPERIENCE TRENDS SHIFTED DRASTICALLY >>


Data fuels growth during the global pandemic

While the pandemic created, transformed and accelerated the biggest trends this year, one thing remained the same. If you want to be there at the right moment, you need to rely on quality data to elevate your business and beat your competitors. In fact, today’s leaders within their respective industries are data-driven businesses.

How are you using your data?

Think of the tremendous amount of data that you are collecting daily and what you can do with it. Whatever content your customer is consuming, the web pages they navigate as well as the products they buy. All of their digital behaviour is recorded. But for some reason, it is never used to actually make decisions that matter. You surely are aware that in business, there are always risks you take with consequences. When you make decisions that are based on data, it makes your business less exposed to risks.

7 reasons why you need to make decisions based on your data:

  • Deeper insights about your customer’s behaviour.
  • Better decision-making equals fewer risks.
  • Empower your Sales and Marketing employees.
  • Generate more leads by uncovering the best methods.
  • Data leads to innovation.
  • Gain an advantage against competitors, increase profits and reduce costs.
  • Enhance the Customer Experience drastically.

Turn data into meaningful actions

How do you transform all of that data into something of value for your business? When you have limited time, manpower and tools, the job seems tough to do. Yet, that right there is the challenge your business must overcome in order to thrive. The message is clear. If you desire to innovate and grow at a faster rate, you need to take action and do something with your data.

Get the most out of your data:

  • Uncover your customers’ behaviour.
  • Accurately predict their needs through AI-powered suggestions
  • Take action at the right time and never miss out on opportunities.


Next-up: HOW CUSTOMER EXPERIENCE TRENDS DRASTICALLY SHIFTED

HOW CUSTOMER EXPERIENCE TRENDS DRASTICALLY SHIFTED IN 2020

Questions on taking decisions based on data?


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How Customer Voice delivers smart feedback

How do you know what your customer wants to voice? Sometimes all it takes is to ask the right questions to the right people. In this case, your customers can help you take your marketing, product development, sales and customer service to the next level.

Continue reading and find out how Customer Voice helps you to attune anything your business does to the customer.

[READ ALSO] CUSTOMER SERVICE IN A NUTSHELL >>


Why you should listen to your customers

It all boils down to letting your customer voice their opinions and use that feedback to tweak the Customer Experience. As you already know, excellent Customer Experience is what makes your business stand out from your competitors. In fact, customers today simply expect to be catered to at any given time.

Without really understanding your customers, it is almost impossible to exceed their sky-high expectations in the moments that matter. Simply give your customers a platform to connect with you and reap these benefits.

Here is what you gain out of Customer Voice

  • Get your customers’ feedback on new ideas as well as designs and use it to perfect the final result.
  • Investigate complaints and resolve any issue to turn a frustrated customer into a happy one.
  • Give your customers what they want and not what you think they need.
  • Listen to your customers and get them addicted to your quality products, services and brand.

Decode your customers’ experiences through Dynamics 365 Customer Voice

Here is how Dynamics 365 Customer Voice makes it easier to understand your customers and to also build better experiences. Create surveys while gaining smart insight into your customers’ perception of what your business has to offer. You can brand your survey and also ask any question you want to uncover the experience of an individual customer.

Provide a unique experience for your customers

In short, every experience is unique which makes asking the same questions to all customers unnecessary. Catch the opportunity to dive deep into their experience by including follow-up questions. Picture this. If a customer scores an experience a 2 out of 5 you would be eager to find out what went wrong. In addition, if a customer gives you a score of 4 out of 5 you would ask how the experience could be made even better.

Dynamics 365 Customer Voice easily allows you to branch off and also create follow-up questions based on previous answers and scores. Each survey is tailored to the customer which exactly how you will tackle the challenge.

Get the most out of your insights with Customer Voice

  • Discover customer sentiment, trends, and the relevant metrics to completely understand your customers.
  • Track which metrics matter most to your business, namely Net Promoter Score, customer satisfaction score, and also satisfaction over time.
  • Immerse yourself in the customer profile dashboard with visual insights.
  • Boost customer satisfaction by making the right improvements.

Infuse customer data with your organisation

  • Get your team onboard through unified customer profiles in your customer data platform. Align team members to make the best engagement decisions across all channels.
  • Connect feedback with customer data continuously in other Dynamics 365 apps, such as Dynamics 365 Customer Insights, and Microsoft Power Platform—Power Automate, Power Apps, and Power BI.
  • Share your survey data across your customer data platforms applications, such as Dynamics 365 Customer Service and Customer Insights.


Next-up: HOW CUSTOMER EXPERIENCE TRENDS DRASTICALLY SHIFTED

HOW CUSTOMER EXPERIENCE TRENDS DRASTICALLY SHIFTED IN 2020

Questions on Customer Voice?


Think Digital

Uncover Dynamics 365 Marketing 2021 Release

Uncover Dynamics 365 Marketing 2021 release wave 1 to boost your marketing this year.

Now more than ever, the happiness of your customers determines your success in gaining new business time and time again. Customer Experiences (CX) needs to be exceptional all-around to have your customers feel valued and also cared for.

Continue reading and find out how Dynamics 365 for marketing plans to transform the way you engage with your customers in release wave 1.

[READ ALSO] 5 CRM TRENDS TO WATCH OUT FOR >>


Real-time, Event-based customer journey orchestration

Real-time Customer Journey with event triggers

How do you keep your customers intrigued at all times? What matters most today is how you deliver a very personalised experience for each customer. Customer journeys now respond to customer interactions in the real world such as visiting a store. Of course, you still enjoy the perks of triggering a journey through virtual interactions like browsing a website.

With this real-time journey, you possess the tools to react instantly to your customers. Soon, you can catch any sales opportunity coming your way.

Highlights

Meet the flexible journey designer powered by AI

What makes this designer stand out is how easy, yet powerful it is to use thanks to AI. Here is why your journey is now highly personalised for each individual. As AI analyses your customers’ behaviours, it selects what is best for each customer based on what it has learned. This journey designer is bound to change the way you interact with your customers.

Every journey is led by the customer

In other words, what your customer does or does not do decides the next action or journey. With the right event triggers in place, you can focus fully on the customer experience. This can now be done easily and quickly without immersing yourself in coding.

Keep an eye on what goes on in the background

Track your analytics or the goals you defined beforehand. This release enables you to view the number of customers flowing through different paths of your journey. All in one place in real-time.

PREVIEW AVAILABLE IN EUROPE EARLY MAY

The new email editor is here to change the marketing game

New email editor in Dynamics 365 Marketing

Many marketers spend a huge chunk of their time creating engaging emails. Therefore Microsoft redesigned the email editor to assist marketers in creating personalised emails swiftly. Naturally, AI plays an important part in the new and improved editor. Through its smart suggestions, your messages will always be engaging and also captivating to your audience.

Highlights

A modern take on the email designer to fuel your team

Another way AI makes life easier for your marketers is by tagging uploaded files in the new centralised library. Marketers win more time instead of completing tedious tasks.

New editing capabilities introduce flexibility to the experience

Create and edit emails more swiftly through the flexible layout, image resizing, text line-height adjustments, including an improved email rendering and preview experience. Your marketer is going to love the freedom to create without restrictions.

AVAILABLE TO ALL REGIONS BY THE LAST WEEK OF APRIL

Host memorable online events with Dynamics 365 for Marketing and Teams Webinars

Teams Webinars and Dynamics 365 Marketing Integration

Here is a combo that will surely forever change the way you host online events. Teams webinars and Dynamics 365 Marketing integration are here to add newfound power, flexibility and endless possibilities to your live events.

Highlights

Organise webinars however you want

Whether you choose to create a webinar in Teams or Dynamics 365 Marketing, both ways are just as easy and intuitive. With the added power of Dynamics 365 Marketing, you get complete control over your live events.

Following up after an event is now a piece of cake

The powerful integration of Teams and Dynamics 365 Marketing turns any interaction into an ongoing relationship to win over your customers. You are one click away from collecting all that rich engagement data and following up effortlessly.

AVAILABLE TO ALL REGIONS BY THE LAST WEEK OF MAY

Next-up: What to expect of Digital Transformation in 2021?

Digital Transformation Trends in 2021

Questions on Dynamics 365 Marketing 2021 Release?


Think Digital

This is how COVID-19 reshaped the future of sales

While the full consequences of the pandemic are still unknown, it is already obvious that the economic consequences are serious.

New customer habits and these difficult economic times are affecting your sales strategy. Managing your sales team through this crisis proves to be quite challenging. Especially when COVID-19 disrupts the daily work of your sales team and reshaped your clients’ behaviour

What caused these undeniable changes in your customers’ behaviour?

Before the pandemic, digital trends were already in motion and accelerating. Now, we find ourselves at a critical digital turning point. What we can say with certainty is that future sales business will look different. You have to ask yourself if you are prepared to adapt your sales strategy to overcome this crisis.


The age of the customer

How have digital channels changed for companies since the COVID-19 tragedy began? Sales leaders rate digital interaction approximately twice as important now as they did before. Digital channels have radically accelerated which is affecting your business.

Is this shift reflected in your customers’ behaviours?

When customers search for products and services, they prefer digitally-enabled sales interactions. This shift in preference contributed to the sharp increase in suppliers’ mobile apps, social media, and online tools.

Buyers express a strong preference for self-service channels when looking to perform a purchase. Since 2019 suppliers’ mobile apps and website have doubled in importance. In other words, your customers now have new expectations and higher standards.

How do you adapt to your customers’ needs?

It is not enough to just give customers multiple self-service options. Customers no longer accept less from their professional life as buyers. They grew familiar with their personal experience as consumers and expect the same treatment.

Additionally, your customer wants to be treated the same way at all times. No matter what channel they are using or switching to. Your customers want a personalised and unified experience through your omnichannel.

Get it right by delivering on the key assets that customers value the most

Keep these three assets in mind: be fast, act transparent, and show know-how. You should make it a priority to apply these across all communication channels.


The great shift in virtual Sales models

For almost all functions in most sectors, the shift to remote selling was born out of necessity due to the lockdowns and social distancing. The situation forced people to work from home.

How have Sales teams reacted to this shift?

A large proportion of them started to work via video conferencing or telephone. Many companies supported their sales teams by establishing multidisciplinary commercial central centres. Sales teams could now manage sales activities both inhouse and onsite for customers.

What can you do to help and support your customers at all times?

You need to figure out how to deploy your sales professionals across your omnichannel. You probably noticed video meetings, webinars, (soft)phone, virtual chatbots, etc. taking over traditional face-to-face touchpoints. However, keep in mind that the human touch still plays a crucial role.


Connect your Marketing and Sales

Today we see more cross-functional collaboration between Sales and Marketing. Marketing observed more engagement with their content since COVID-19, making it a valuable source of warm leads for Sales.

How can Marketing and Sales keep your buyers’ attention?

The pandemic greatly impacted buyer behaviour and the economy needs time to recover. Your sales professionals must now define a data-driven sales approach to instantly act on opportunities. Above all, your sales and marketing data will play a crucial role in your strategy.

Why is Human Resources becoming more relevant to Sales leaders?

New skillsets are required in addition to the traditional sales skills. Therefore, HR needs to actively train and educate your sales teams if you want to win your battles.

How does the ideal Sales professional look like today?

Future sales require various tools and more technology than before. Your typical business-savvy sales professional needs more flavour. What you are looking for is someone who has deep insights, absorbs sales and marketing data, and puts the customer at the centre of all his or her actions.


Next-up: Rethinking sales in the field

Anyone can sell in the field - Teach your field service technicians

Questions on how your business can start selling smarter?

You can always get in touch for more detailed information about these topics. Don’t hesitate to contact us.


Think Digital

Self-service mistakes made during the holiday season

This holiday season certainly is one we will never forget due to the pandemic. The season also serves as an eyeopener for many businesses as they have to deal with the busiest shopping season of the year. Which is an additional challenge to deal with stacked on top of the current situation. 

Yet there lies an opportunity for your business. You can expect a surge in online sales during the last weeks of this year as a direct result of physical stores and offices complying with COVID-19 safety procedures.

Why is self-service crucial?

Nevertheless, that could also mean bad news for businesses if they aren’t prepared for the flood of online traffic. Here is why you need to quickly review and improve self-service options for the hectic season to come. According to Gartner, 70% of customers prefer to solve issues by themselves. However, only 9% succeeds in solving their problems without having to engage directly with customer service agents.


Why self-service channels still need your attention. 

WHY SELF-SERVICE CHANNELS STILL NEED YOUR ATTENTION.

A common misconception about self-service is that they do all the work for you. While it is true that your customer service team can finally catch a break, self-service only works as long as the answers are still relevant and useful for your customers. That is why you need to frequently check if what worked then, still works now.

Here is what you need to look out for:

  • Is your knowledge base still up-to-date? – content with delivery estimates could quickly become outdated since the pandemic is unpredictable. Keep track of these shifts and make sure to revisit and update your articles. 
  • Can your chatbot handle holiday-related sales questions? – the hot topic this year was all about COVID-19 and even chatbots are set-up to answer all pandemic-related questions. But have you thought about the questions your customer might ask about the holidays? 
  • Have you tweaked your automated solutions yet? – Black Friday is a force not to be reckoned with. You might have adjusted your backend and connected systems to deal with this force. Now that it’s over, keep an eye out for what is not functioning anymore such as online order tracking forms. 

Get rid of what doesn’t work for your customer service

GET RID OF WHAT DOESN’T WORK FOR YOUR CUSTOMER SERVICE

Your priority should be to make self-service channels easy to use and to navigate through. The chances are high that when your customers feel overwhelmed they are less likely to reach out to your channels for self-help. Furthermore, this affects their customer experience negatively which you want to avoid happening.

Knowledge base articles for instance are great if they are still relevant and easy to find. But when your customers want a solution, they expect to find one quickly. When they don’t find the answer they simply take their questions to your live channels. As a result, your customer service team has to deal with more pressure.

Watch out for dead self-service channels

Additionally, examine what channels your customers don’t use. When you detect one then it is time to say goodbye to the channel that isn’t living up to its potential. Just make sure to transfer your content to the channels your customers prefer.


How well do you know your customer?

HOW WELL DO YOU KNOW YOUR CUSTOMER?

First of all, your customer’s behaviour has shifted greatly this year as a result of the pandemic. Their expectations are more difficult to meet yet there are things we still can predict for the holidays such as:

  • No time to waste and impatient.
  • Stress fueled by the pandemic.
  • Customer agents have similar feelings because they can’t enjoy the holidays.

How can you still provide answers around the clock while reducing the pressure on customer service?

  • Review all of your self-service channels.
  • Check if the solutions you provided are still relevant.
  • Get rid of channels or anything that doesn’t work or causes confusion.
  • Plan for the months to follow.
  • Monitor if everything flows and works together to ensure a successful holiday season and a strong start to the new year.

What happens to self-service when the holidays are over?

What happens to self-service when the holidays are over?

Have you thought about improving your customer experience now that self-service is the next big thing? This holiday season proves to be a groundbreaking learning experience for many businesses. You should think about launching new self-service channels to prevent the same mistakes.

Take a step back and think about what digital tools could have drastically cut the workload in half. Would a chatbot have been helpful to provide answers at any time?

Ask your customers about self-service

Nevertheless, you shouldn’t be guessing for answers when your customers are your most valuable source of information. Gather the opinions of your customers and ask how they experienced your customer service during the holiday season. Ask them how to turn your customer service into a pleasant and effective experience.

With a simple survey such as Customer Voice you can really discover how your customers feel about your services and enhance the experience.


Questions on how to make customers love your brand?

Release of wave 2 for Dynamics 365 is here

The release of wave 2 for Microsoft Dynamics 365 is here. In other words, there is much for you to unpack!

With over a hundred new updates, it can indeed be challenging to figure out what is coming up. Here is what you can expect from the second release of all-new features planned to roll-out from October 2020 through March 2021. Continue reading.

What can you expect from the Release of wave 2 for Dynamics 365?

At this instant, you can expect hundreds of new features including:

  • Marketing
  • Sales
  • Customer Service
  • Field Service
  • Finance and Operations
  • Human Resources
  • Commerce
  • Fraud Protection
  • Business Central
  • Customer Data platform
  • Customer Voice

Marketing

Dynamics 365 Marketing:

Nowadays, nurturing your relationships with customers is important. Additionally, more companies use digital tools to win customer loyalty.

As a response to the growing demand for digital channels and also digital tools, Microsoft invests in:

  • Host webinars as well as meetings with Microsoft Teams.
  • Check you results easily.
  • Experience customer journeys thanks to a designer with a better User Interface (UI).
  • Additionally, the ability to use natural language sentences to create targeted segments.

Sales

Dynamics 365 Sales:

Sales is not only about selling anymore. Connecting with clients and building relationships is for the most part vital. That is why these new features centre on selling smarter:

  • Sales Mobile experience makes CRM simple and get sellers to start selling smarter on-the-go.
  • Forecasting and gamification to create and manage sales forecasts as accurate as possible.
  • Enhance usability within the application.

Dynamics 365 Sales Insights:

How do you adapt to these changes that are happening right now in the world? These new features help your business adapt through sales insights:

  • Help sellers to boost their performance and workday with sales accelerator. 
  • Conversation Intelligence empowers sellers to gain great insights. Sellers close deals faster and identify new opportunities when transcribing calls and analysing content.
  • Predictive lead scoring helps uncover hidden gems.

Dynamics 365 Product Visualize:

Not everyone has a lively imagination to visualise your products in their environment. Have customers explore your product as if it’s physically there. Showcase and also customise the products to match with what your customers prefer.


Customer Service

Customer service needs to change because the customer has been impacted by the pandemic

Dynamics 365 Customer Service:

Did you know that your customers expect high-quality service on all communication channels (omnichannel)? With these improvements, your service will surely exceed expectations:

  • Hand your agents the right tools to handle multiple sessions at the same time. 
  • Enhance the omnichannel experience with mobile apps, Microsoft bot framework as well as outbound messaging.
  • Gain great insights and help agents take the best actions through AI-driven adive. 

Dynamics 365 Customer Service Insights:

Have you seen artificial intelligence (AI), machine learning (ML), and business intelligence (BI) in action? With these new abilities, you can support your team to solve issues faster:

  • Embed analytics for customer service agents.
  • Track what agents are mostly looking for in your knowledge base. 
  • Suggest agents for similar cases.
  • Translate messages in real-time. 

Field Service

Dynamics 365 Field Service:

Time to take matters into your own hands and deliver proactive or predictive field service. This is how Microsoft empowers you to do that:

  • Keep track of KPI’s with new intelligence as well as a new dashboard. 
  • Send out surveys instantly through Customer Voice when a service is completed.
  • Deliver proactive service: This is where Microsoft focuses on improving user experiences with Field Service forms, and more.
  • Schedule your agents more efficiently without delay. 
  • More improvements to Field Service Inspections, Technician locator coupled with Power Apps Mobile enhancements.

Dynamics 365 Remote Assist:

What happens when you add mixed-reality to the equation when technicians need to solve problems? Here is what Microsoft has in store for you:

  • Collaborate remotely and find the right fix to perform further analysis.
  • Capture asset information with Augmented Reality during project reviews, quality assurance, inspections, etc. 
  • Have your technicians capture the right information. Which you can use to improve and also boost your business.

Finance and Operations

Dynamics 365 Finance:

With the release of wave 2 for Dynamics 365, Microsoft plans on completing core functional capabilities:

  • Automating common tasks so that you can save time. 
  • Support for five countries or regions such as Bahrain, Hong Kong SAR, Kuwait, Oman, and also Qatar.

Dynamics 365 Supply Chain Management:

Companies need to be flexible and adjust to the new reality. As a matter of fact, one of the biggest impacts of the COVID-19 pandemic is the disruption in supply chains. Microsoft wants to enhance these features to support you through these times:

  • Better supply chain visibility.
  • Maximized asset uptime to assure business continuity.

Dynamics 365 Project Operations:

Everything you need to smoothly run your business, from sales to financials. This is what you need to know about the impact of the release:

  • View grant information on the Project invoice.
  • Get a summary of your invoice through Project invoice proposals and list pages.

Dynamics 365 Guides:

In this second release, Microsoft empowers you with data and AI in order to create smart workflows. Now, you can use time-tracking data and connect that data to your business.


Human Resources 

Dynamics 365 Human Resources:

Wave 2 centres on these areas to help you engage and sharpen your workforce:

  • Transform your employee’s experience by managing leave and absence directly from Microsoft Teams. 
  • Unlock your HR data through building a custom or existing report. 

Commerce 

Dynamics 365 Commerce:

As mentioned before, delivering a wide omnichannel solution is vital. Here is how to perfect your shopping journey for customers across all touchpoints:

  • New abilities to fuel your E-commerce.
  • Improve product discovery online on all your channels.
  • Support customers to do more with third-party services, connectors and themes. 

Dynamics 365 Connected Store:

Connected Store gathers signals while analysing them to get insights. In this release, you can bridge the physical and digital divide:

  • Intelligent edge: Turns your in-store camera and Internet of Things (IoT) signals into data which is sent to the cloud. Gain new store analytics such as empty shelves and distance between customers in the store.
  • Intelligent cloud: Through Intelligent edge, this SaaS solution gives insights as well as recommended actions for the retailer.

Fraud Protection 

Dynamics 365 Fraud Protection:

With the rise of online purchasing and also payments, you need to be careful. Fraud protection defends from purchase and payment fraud, account as well as shrinkage fraud. These features are planned in order to make the experience safe:

  • Review transactions manually.
  • Extend and add fraud signals into your workflows. 
  • Improve and also make the experience for Fraud Protection simple.

Business Central

Dynamics 365 Business Central:

Here is a quick overview of what you can expect:

  • Greater productivity and also more requested features.
  • Integration with Microsoft Power Platform as well as Microsoft Teams to boost collabs and decisions.

Customer Data Platform

Dynamics 365 Customer Insights:

Enrich your customer profiles with powerful insights and Artificial Intelligence (AI). Here is how you can easily personalise customer experiences with this release:

  • Unify all of your customer data.
  • Build rich customer profiles with audience intelligence.
  • Use powerful AI and Insights. 

Dynamics 365 Product Insights:

The looking glass you need to zoom in. Understand your customer’s journey better including their experience on every channels. More details to follow!


Customer Voice

Dynamics 365 Customer Voice:

How do your customers feel about your service? Collecting feedback from your customers is a must. Moreover, you can learn more about their experience. You can expect these features soon:

  • Send out surveys across communication channels.
  • Explore new insights plus follow-up on your customers.
  • Create personalised surveys with your customer data.

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Questions on how to make this release of wave 2 for Dynamics 365 a success for your business?

You can always get in touch for more detailed information about this topic. Don’t hesitate to contact us.

How Customer Experience Trends Drastically Shifted in 2020

One experience can change your customer’s entire opinion of your brand. Why do these trends in customer experience matter? Continue reading if you want to meet your customer’s expectations with your service and support.


Why is it important to personalise your customer experience with data?

First of all, your customer’s behaviour has drastically changed in 2020. They now prefer to purchase from a company that knows who they are as well as their purchase history.

How can you deliver excellent experiences?

Get personal. In other words, start actively using your customer data in your interactions with your customers. You need to support your customer service agents to give a more dependable and tailored service. Additionally, your agents have to make your customers feel valued.


This is how you can improve your omnichannel with technology.

Nowadays, your customers switch frequently between multiple communication channels and seek quick responses. So, what they expect is no less than high-quality customer service on all of your communication platforms.

Therefore, Artificial Intelligence (AI), Machine Learning and Automation are reported to greatly benefit you in 2020. If you adapt to this change, you will surely reduce the response time of your support team and boost your customers’ satisfaction.

Watch out for generic customer interactions.

It is alluring to choose an automated solution that does all the work for you. However, going digital does not mean less personality. Keep in mind that you should be where your customer needs you. Figure out where a human touch is needed to spice up the experience.


Which communication channels do your customers prefer?

The first thing to point out about social media interactions is that 37% of customers expect a response in 24 hours. This raises the standards of customer service.

As a result, live chats and chatbots are gaining popularity as communication channels. So much so that more businesses are including them to improve their customer service and support.

How you can benefit from Real-time Customer support?

When you respond to a complaint or solve an issue immediately, your customer is more likely to purchase something at the same moment. Overall, quick support boosts customer satisfaction and improves the experience. Which in due time, keeps customers coming back for more.


Customer Self-service is becoming a standard

According to Gartner, 70% of customers prefer to solve issues by themselves. However, only 9% succeeds in solving their problems without having to engage directly with customer service agents.

Which is why Gartner lists self-service as one of the top three priorities for customer service leaders in 2020.

Why your business can win with self-service?

Most customers want to solve problems quickly by themselves and get frustrated when their options are limited. Provide them with the tools to do so and make their search a pleasant experience. Moreover, your customer service agents can free up more time and pour their effort into issues that have urgent or complex solutions.


Questions on how to make customers love your brand?