Explore AI and Data-Driven Marketing Automation

Dynamics 365 Customer Insights is a compelling, affordable marketing software solution for mid-sized associations and SMBs.

We’ve used it with Dynamics 365 Sales and The Power Platform to increase our qualified leads by 278% over a two-year period.

And we can show you exactly how we use the segments, customer journeys, emails, advanced reporting, and more to increase your membership, non-dues revenue, or warm and hot leads. Just schedule a quick introduction call or initial product showcase with our team.

What to Expect When You Connect

If you have specific questions about Dynamics 365 Customer Insights, let us know when you fill out the contact form! We’ll customize the product showcase experience for your specific interests.

Or, just let us know what some of your toughest marketing and sales challenges are today. We can use that information to tease out highly specific ways that Dynamics 365 Customer Insights would make a clear difference for your team.

A typical Dynamics 365 Customer Insights Product Showcase runs about 30 minutes, with time for your questions. We typically cover a quick 16-point overview of the strongest tools, features and functionality in that initial overview. By the end, you’ll have a strong sense of the potential value for your team.

Some of Cobalt's certification management software experts in a group photo of the Cobalt lobby.

Product Showcase Highlights

Customer Journeys

This cornerstone functionality of Dynamics 365 Customer Insights will impress any team that has tried to navigate complex, clunky interfaces and configurations for customer journey creation. With refined out-of-the-box templates, intuitive controls, deep communication integration, and more, we can show you how to set up compelling customer journeys in minutes.

d365 real-time marketing email designer conditional content

Email Marketing and Campaigns

Microsoft understands the lasting value of email marketing and has packed Dynamics 365 Customer Insights with tools that bring enterprise-level sophistication at a small business price point. Let us show you how the bleeding-edge AI technology and templates have made it easy to create compelling marketing campaigns, even for team members who have no marketing skills or experience.

Effective Segmentation

Customer Insights comes with all the tools you’ll need to see and segment your prospects and current customers. Create new segments based on behaviors, pre-defined lead scores, and more.

Digital Customer Journeys & Predictive Lead Scoring (D365 Marketing)

Multi-Channel Control

Marketing outreach through a variety of channels is part of the essential recipe for success today. Customer Insights lets you plan and manage a multi-channel approach with email, push notifications, and SMS messages.

Insights and Reporting

We all need tangible ROI for our time and investment in marketing efforts. Dynamics 365 Customer Insights delivers clear, real-time reporting about what’s working — and where your next opportunities might be. When you connect with us, we’ll break down insights around specific records and show off the industry-leading dashboards and reporting that come with Power BI. You will also get a good look at the lead creation and management tools, lead scoring methods and models, and other tools built specifically for savvy sales or marketing directors and executive teams.

Email Marketing Template in Power BI

Let’s Connect About Dynamics 365 Customer Insights

Schedule a brief introduction call or initial Dynamics 365 Customer Insights product showcase with us today. We’ll cover our training, ongoing support, and areas like:

  • Our add-on and bolt-on pricing and packages for Dynamics 365 Customer Insights
  • Any questions you have about features, Cobalt’s implementation process, etc.
  • Clear next steps about how to move forward with our team