Search Results: customer success (1644)

Providing excellent customer service in your organization’s call center leads directly to increased customer loyalty and higher retention. Download the eBook to learn how 5 leading organizations have achieved success by overcoming these common customer service challenges:
• Lack of real-time insight into data
• Limited case deflection and self-help capabilities
• High agent turnover
• High customer churn
• Lack of cross/upsell opportunities

Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just about sales—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand. In this presentation, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success.

In April 2018, Microsoft launched its first application to leverage the Dynamics 365 CDS architecture and Unified Interface, Dynamics 365 for Marketing.  With a vision toward seamless customer engagement from anonymous web visitor through post-purchase advocate, see how this newest application is holding up.  We explore the unique capabilities and advantages of this application, and also share some of the challenges it faces. 

Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just about sales—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand. In this presentation, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success.

​In this session, you will walk through a process for rating CRM projects, rate your organization across 5 categories, and identify the most important areas to focus on improving. At the end of the session, you will have a benchmarking guide that you can use to continually monitor and improve the people, processes and technologies associated with customer engagement in your organization.

This session will provide you with a practical rating guide and walk-thru, including how to:
• Discover gaps in your CRM

In this session you will learn the role of the c-suite in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.

​#CustomerEngagement

Configuring a Dynamics 365 Finance and Operations system requires settings on hundreds of forms. In this session, we look at how you can use data management to streamline the setup of a new system with spreadsheets. Once you have these spreadsheets, they can be used to guide you through the setup in an orderly fashion.

This type of configuration is not without challenges, including the format of the data, number of spreadsheets required, the order to run the sheets. Laura has been fully configuring systems since AX2012 with spreadsheets for 7 years and will walk you through the challenges and ways to overcome them.

Do you have multiple companies? Should you use copy company or some other methodology? Let’s look at the pros and cons of copy company vs. rerunning the same spreadsheets into the new company (ies).

Once you’ve configured you have to migrate data. Some of the challenges with data migration are similar but there are also unique challenges as well. Next we talk about the differences between configuration and data migration and how you use the data management framework differently for data migration. Customers and vendors have some real challenges to be able to load this data and then update it if addresses or other information changes. There are some techniques that can be used to guarantee updates are possible without having to look up record ids, party numbers, or address/location ids. 

Learning Objectives:

•Understand the challenges with loading many data entities at once and ways to overcome those challenges
•Using Excel to help build the data to be loaded
•Knowing what to migrate from legacy systems and key data entities that will be required
•Steps to validate data
•What to do when you make a mistake and all that bad data is in your system

Audience: Functional and Technical staff responsible for configuring D365 Finance and Operations and loading data from other systems

Level: Intermediate

Prerequisite: Basic knowledge of data management framework required

Preparation: Please bring your own internet capable Windows PC to class for the hands on lab portion/class exercises.