Supercharge your customer engagement with
CoPilot, advanced AI capabilities.
Unlock the full potential of Dynamics 365 Marketing with CoPilot’s generative AI capabilities. Speed up content creation, effortlessly create segments, and tackle time-consuming tasks by simply describing your needs. From crafting engaging mail content with prefilled key points to automating styling based on website styles, CoPilot streamlines your workflow, allowing you to focus on crafting compelling content. Moreover, CoPilot’s AI extends to building segments and Journeys, simplifying the process with everyday language descriptions.
Dynamics 365 Customer Insights – Journeys is part of Microsoft’s CRM suites, the best CRM solution for SMEs looking to enhance marketing efforts. Seamlessly expand your reach, generate leads, and gain deep insights into customer behaviors. With advanced AI integration, this solution simplifies content creation, provides sophisticated customer analytics, and enhances decision-making, ensuring a streamlined and effective marketing strategy. Click on the video below to learn more.
Convert leads to commitment quicker with personalised experiences for each contact.
D365 Customer Insights – Journey is a comprehensive CRM solution which allows for precise segmentation of customers, personalised emails and the creation of tailored journeys for various scenarios, all without the need for extensive customisation. With features such as tracking visitor activities, creating preference centers, and automating event management processes, Dynamics 365 Customer Insights – Journeys is your key to reducing data entry, achieving a centralised 360-degree view of customer data and automating critical business processes for a better customer experience from the beginning of their journey.
Leverage AI-driven insights to tailor content delivery, ensuring leads receive information aligned with their preferences and interests.
Analyse real-time customer behaviours to make informed recommendations and guide leads towards offerings that resonate with their needs.
Dynamic Journey Mapping
Create dynamic customer journeys based on interactions, delivering personalised communications at each touchpoint for a more engaging experience.
Predictive Lead Scoring
Prioritise high-scoring leads with predictive analytics, streamlining efforts and focusing resources on contacts with higher commitment potential.
Automate follow-up actions based on lead behaviors, ensuring timely and relevant communications to nudge leads closer to commitment.
360-Degree Customer View
Gain a comprehensive view of each contact’s interactions and preferences, allowing for effective tailoring of marketing approaches and expediting the commitment process.
SOCO is a Microsoft Solutions Partner for Business Applications
A seamless and agile Dynamics 365 implementation process
At SOCO, our emphasis lies in harnessing the power of configuration over customisations and code, ensuring a seamless and agile Dynamics 365 implementation process. Using our 4D methodology, your project will begin with a Discover workshop. During the discover workshop, we analyse your requirements and propose a program of mini projects that will help achieve your goals – we Design. Once you approved the design concept, we will proceed to make it happen – we Deliver. Along the way, we offer custom training, governance and support to increase system adoption and business value – we Drive. It’s that simple.
A shared understanding of success.
In week one, the focus is on understanding the existing marketing processes and identifying pain points, with a keen eye on improving your customer reach, lead generation, and insights. This involves collaborating with your team to define the desired processes, encompassing aspects like customer segmentation, email templates, customer journeys, preference centers, event management and more.
A vision of the future.
Week two transitions to the design element, converting the Business Requirement Specification (BRS) into a set of design-ready and testable user stories, culminating in a customer walkthrough for design sign-off.
Creating meaningful solutions.
Moving into the Delivery phase, SOCO adopts a Scrum methodology with two-week sprints, showcasing progress at the end of each sprint. Post-build, a thorough User Acceptance Testing (UAT), training, and deployment process follows.
Ensuring ongoing value is delivered.
Drive is an optional support package recommended to all customers. It serves as an ongoing support mechanism to ensure sustained success and system adoption beyond the implementation phases.
Boost global growth through centralised Dynamics CRM.
TAE Aerospace is a leading, global maintenance, engineering and manufacturing company proudly headquartered in Queensland. Having previously piloted Dynamics 365 with another technology partner, TAE Aerospace was at a key decision point and required advice from an industry expert.
Past experience meant TAE Aerospace was hesitant to adopt the Dynamics platform when they approached SOCO looking for a way to manage their fast-growing, international business. However, after thorough consultation, SOCO confirmed that Dynamics 365 for Sales was indeed the ideal tool to meet their requirements. Using SOCO’s proven methodology, the team delivered a centralised system for TAE offices across the globe, consisting of D365 Sales and business development implementation, Power BI intelligent dashboards and staff onboarding and training.
The new dashboards have proved particularly effective, highlighting pipelines, forecasts and actuals, ensuring the leadership team have real time information and can make informed decisions regarding delivery and expansion.
Mark Pearce TAE Aerospace
Chief Information Officer
D365 Consulting Team