Microsoft Dynamics 365 is a highly flexible cloud-based platform that allows businesses to streamline all their applications. Combining everything a company needs to thrive in one place, Dynamics pulls together CRM, ERP and HCM apps - enhancing the productivity of teams as they work across projects.
Here’s our guide to understanding customer journeys in Microsoft Dynamics 365.
Customer journeys in Microsoft Dynamics play an integral role in analysing marketing data and campaigns. Creating customer journeys for your contacts enables you to identify decision points, interactions, and manage communications with potential customers.
Customer journeys in Microsoft Dynamics 365 only work once your lead has finally converted into a contact. If you’re unsure about the differences between leads and contacts in Dynamics, our helpful guide explains it in more detail.
Here is how to create a new customer journey in Dynamics.
While Dynamics is a powerful tool regarding marketing insights, the lack of information on consumer touchpoints prior to their conversion into a paying customer is an issue for many.
The interactions before a conversion are arguably the most vital in understanding how customer journeys work. These are the pivotal touchpoints the customer has made before their decision to do business with you - the key to identifying how your campaigns are performing.
Ruler Analytics has targeted this problem, creating a seamless marketing attribution tool that tracks lead and contact touchpoints right from their first interaction. Closing the loop between their initial touchpoint and their final purchase, Ruler filters vital marketing data that can help you optimise your campaigns.
With Ruler, you have access to more detailed insights on your customer journeys than Microsoft Dynamics 365 alone can provide. This alleviates the issue of not having access to touchpoint data before conversion, giving you the full customer journey from initial interaction to purchase.
To find out more about how Ruler could work for you and your teams, get in touch with us today via the chat button in the right hand corner. A member of our team is always on hand to help. Our free Ruler Analytics demos are also now available, so we can explain how our marketing attribution system works in real time. Book a demo now to secure your place.