Advanced intelligent capabilities
Dynamic Content Generation
Expertly merge external data with CRM data to get a richer, more detailed understanding of customer behaviors and preferences.
Advanced Behavioral Insights
Leverage integrated data to deliver deeper insights into customer behavior, enabling businesses to tailor their strategies and offerings effectively.
Strategic Actionable Insights
Synthesize complex data sets into actionable insights to gain a competitive edge in understanding and anticipating customer needs and trends.
Insightful customer data
Get a 360° view of your customers 24/7 and access critical insights about their behavior and needs. Robust data unification enabled by AI provides specifics on demographics, trends, and behavioral, transactional, and proprietary information.
- Identify high-value and at-risk customers
- Recommend relevant products and services
- Discover new audience segments
- Track business performance
AI predicts customer behavior
- Identify high-value and at-risk customers
- Recommend relevant products and services
- Discover new audience segments
- Track business performance
Customer Insights easy set-up
Data provides ingestion of a single data source to get you up and running quickly. Provide your own data in a .csv file or choose sample data. Customer Insights uploads and unifies the data to create a customer profile and then automatically generates insights on it.
Defines matching rules to help define which data is most important. When records are matched, they’re concentrated into a single record with all the fields from each table.
Use additional enrichments to enhance your unified customer data. Choose the connections for the specific enrichments that’s required.
The combined view of your data choices provides one unified customer profile on the Customers page. Customers can be individuals or organizations.
Customer Insights easy-to-deploy codeless integration
Easy to use, code-less integration allows your team to take advantage of the technologies and skills they already have. Our drag-and-drop user interface makes it easy to set up within minutes.
9 ways Customer Insights delivers personalization at scale
Actionable outcomes
Translate insights into action by triggering workflows and automation across marketing, sales, and service departments. Orchestrate personalized customer experiences everywhere.
Customization and extensibility
With extensive customization options, users can tailor the platform to their needs. It also integrates with other Microsoft products and hundreds of third-party applications via pre-built connectors.
Real-time insights
Get real-time analytics and insights to act promptly on customer interactions and data changes. This is critical for maintaining up-to-date customer profiles and delivering personalization at scale.
Powerful scalability
Accommodate a growing amount of data and increasingly complex customer interactions with our scalable solution, ensuring it can support businesses as they expand.
Seamless integration with Microsoft
Customer Insights works seamlessly with other Dynamics 365 applications to enable a comprehensive approach to customer relationship management.
Self-service analytics
Empower your Team and users with self-service analytics and visualization tools that don’t require a deep technical background, allowing for democratized access to insights.
Unified customer data and view
Combine data from multiple sources to create a comprehensive, 360-degree view of each customer. Understand customer behaviors, preferences, and trends across all touchpoints.
AI and machine learning
Advanced analytics, AI, and machine learning predict customer behavior to provide personalized insights and recommendations, immediately improving customer engagement and satisfaction.
The power of natural language
Built using Microsoft Copilot, users to investigate the full range of customer data. Users can create new metrics, segments, or groupings through natural language prompts.
AI and natural language prompts make it easy to enrich data
Leveraging the latest advances in generative AI and data management, Customer Insights enhances insight discovery using natural language prompts to simplify the discovery process.
Natural language prompts allow users to identify untapped insights across markets and audiences rapidly. These insights then enable the orchestration of customized experiences across every customer touchpoint, dramatically simplifying creating and improving the organization’s journeys and campaigns.
Enjoy complete service and data freedom
Frequently Asked Questions
Customer insight involves understanding and interpreting customer data, behaviors, and feedback to draw conclusions that can be used to drive actions that improve product development and customer support.
There are 5 easy steps to data unification. The unification process maps customer data from your data sources, removes duplicates, matches the data across tables, and creates a unified profile. Unification is performed in the following order:
Exeevo Customer Insights includes custom and out-of-box models that leverage AI and machine learning to predict data. The easiest way to start predicting data is using predefined models, often called out-of-box models. They only require certain data and structure to generate insights quickly. The following out-of-box models are available:
There are two types of data export models available.
Data-out exports let you export any type of table available in Customer Insights. The tables that you select for export are exported with all data fields, metadata, schemas, and mapping details. A common use case for exporting full tables, which we call a data-out export, is to share data to Azure Data Lake Gen2, where organizations can further process these tables with their custom solutions.
Segment exports let you export segment tables from Customer Insights. Segments represent a list of customer profiles. When exporting segments, you choose which data fields to include in each export. A common use case for such exports is sharing lists of your customers to advertising services like Google Ads or Meta Ads for marketing purposes.
