Deliver personalized customer experiences using a CDP to drive better ROI

Deliver personalized customer experiences using a CDP to drive better ROI

3 min read

The rising need for Customer Data Platforms (CDP) 

Customers interact with your business in many ways. A Walker Study predicts that the customer experience will replace price and product as key brand differentiators. Customer demand for personalized experiences increases, so it is essential to have a real-time, single view of the customer. That is why it is vital to use a Customer Data Platform (CDP) like Dynamics 365. 

Microsoft Dynamics 365 Customer Insights is a leading CDP that takes the basic functionality of a typical CDP and augments it with its suite of advanced features and integrations, including out-of-the-box AI and ML models.   

It helps organizations unify all the customer data to provide AI-powered insights in real-time and understand customer behavior using digital and cross-channel analytics. It takes the value proposition of CDPs to the next level by augmenting CDP’s basic functionality with a suite of advanced features that enable a faster time to value, more complete customer profiles, and a lower cost to deploy with less reliance on IT and consultants.  

Benefits of CDP

Custom CDP solution at Neal 

Neal Analytics has a proven end-to-end CDP scenarios experience with brands like GNC and more. Neal Analytics helps organizations to tailor their CDP, leverage specialized machine learning or AI models, or ingest data from multiple sources. Neal has an extensive library of data connectors and AI/ML models for customer insights. Also, we have deep expertise in building custom models and connectors for an organization in any industry. 

CDP solutions overview using Databricks

Salesforce to Dynamics 365 integration in 30 days!​ 

Many organizations are migrating from Salesforce to Dynamics 365 to leverage Microsoft’s more extensive ecosystem of solutions. Migrating from Salesforce to Microsoft Dynamics 365 is a complex process, and it requires a smooth and speedy transition to ensure no disruption to the business. It could lower the total cost of ownership by unifying IT technologies and skills requirements, enabling innovation, and building proprietary analytics.  

CDP solution in 30 days accelerator will build customer profiles by integrating data from various first-, second-, and third-party sources. It builds data pipelines to incrementally bring data from one source of choice (SFSC, SFMC, SFCC, Etc.) into Dynamics 365.  

The CDP Foundation builds and maintains a Common Data Model (CDM) in the data lake to enable innovation and custom analytics. 

We can help you perform this with data source of your choice such as Oracle, Marketo and more.

How do we achieve it? 

Neal’s custom connectors easily integrate with Salesforce to collect and analyze data. Perform Initial mapping outside the CDP tool to leverage agnostic flexibility and control over the data. It is again loaded and staged in Azure Data Lake, then converted to a Common Data Model format (CDM format). The data has now become a part of the data lake and the Enterprise Data model. We connect this data to Databricks architecture or Azure Synapse architecture as per the organization’s requirement. It will simplify the process, and we can perform data segmentation, data unification, and data funneling quickly and efficiently. 

We further connect this data to the CDP platform Microsoft Dynamics CRMs, Microsoft Dynamics CI, Synapse, Databricks, Azure ML, and Amperity to perform various data operations. 

Expectations from this engagement 

  • A unified customer database in Azure Data Lake that is accessible to Dynamics 365 and other BI & AI Tools​ 
  • Provide clean and consistent customer data from marketing and other sources​ 
  • Increased sector user/citizen developer satisfaction ​ 
  • Decreased cost through standardized and reusable resources, data, and efforts​

It will strengthen your brand through tailored experiences and community-building activities. Finally, it can boost your marketing investment ROI as better data leads to better decisions. 

Contact us to start with Salesforce to Dynamics 365 integration in 30 days. 

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