Customer Insights – Your Customer Data Platform

Customer Insights is Microsoft’s response to the demand for a customer data platform (CDP)

This package is for marketers who want to use available customer data for segmentation, sales professionals seeking guidance on best next actions & customer service employees who want a complete overview of customer interactions and profiles.

Benefit from a better understanding of your customers
Get rich insights on how to interact with each customer individually
Improve the customer experience

Value Proposition

Customer Data Platform

Companies store customer data in CRM and ERP systems, marketing databases, manually captured data sheets, market reports and similar. To increase the efficiency and effectiveness of your marketing and sales teams, a significant value can be generated by combining all customer and market data. In a CDP, data from these different sources is gathered, combined, reinforced with intelligence (machine learning approaches, advanced algorithms, etc.) and made actionable.

The outcome: a central hub in which meaningful customer data is accessible within the context of customer interactions, providing more meaningful insights and clearer contexts with a true 360° view of the customer and more detailed perspectives that lead to smarter decision-making and personalization through powerful segmentation.

Customer Insights

Customer Insights is Microsoft’s response to the demand for a customer data platform (CDP) and focuses on the unification of data from multiple data sources, providing a single view of the customer. Customer Insights will inform your marketing and sales users about your customers’ expectations, their likes and dislikes, their behavior, etc. Ultimately, this leads to increased customer acquisition and retention.

Discover how we approach customer data platforms on our blog.

Features

  • Ingest and unify data from different sources through connectors
  • Calculate measures
  • Build unique customer profiles and segments
Do you have a question?

Customer Insights in a day

€1600

In this 1-day workshop you will

  • Learn how to get started with Customer Insights
  • Explore the concepts of ingesting data, unifying data, calculating measures, building segments and creating a unique customer profile
  • Understand the impact a customer data platform can have on customer interactions and customer experience


Agenda

  • Introduction to the elements of a customer data platform
  • Connecting your first data source through a tutorial
  • Creating your first customer segmentation through a tutorial

Customer Insights in a week

€5200

During this 1-week proof-of-concept project you will 

  • Explore how to use a customer data platform and how Customer Insights helps you by ingesting data, unifying data, calculating measures, building segments and creating a unique customer profile
  • Based on your data, we will define VBS (value-based scoring) and RFM (recency, frequency and monetary) measures, enabling you to define marketing segments with direct impacts on your business

Agenda

  • Introduction to the concepts of a customer data platform
  • Getting to know the fundamentals of Customer Insights
  • Uploading, linking and mergeing data sources (based on provided templates)
  • Defining measures based on your data: VBS (value-based Scoring) and RFM (recency, frequency and monetary)
  • Creating data-driven segments based on individual order history (VBS and RFM)
  • Learning how to use the segments to optimize your marketing approaches

Customer Insights in 4 weeks

€18.000

During this 4-week implementation, 

  • Customer Insights will be set up within your organization using  your data
  • We will connect your data sources and teach you how to use Customer Insights to be able to calculate measures, build segments and create unique customer profiles
  • The end goal is to boost your marketing and sales efficiency and effectiveness by targeting the right customer at the right time


Agenda

  • Introduction to the concepts of a customer data platform
  • Getting to know the fundamentals of Customer Insights
  • Uploading, linking and merging data sources
  • Defining measures based on your data: VBS (value-based scoring) and RFM (recency, frequency and monetary)
  • Creating data-driven segments based on individual order history (VBS and RFP)
  • Learning how to use the segments to optimize your marketing approach
  • Integrating the platform with your marketing solution

Contact our expert

Geert Maesele

Geert has more than 15 years of experience and a passion for customer engagement. He has assisted numerous customers in realizing their customer engagement ambitions while looking further than traditional marketing and CRM solutions.

(*) this field is required