2 modules
Sales, patient care, and service all in one solution.
Marketing and Customer Data
We combine customer data from various sources to create more accurate segments and deliver more consistent communication. This enables the marketing team to better personalize customer journeys and make decisions based on a more complete picture of the customer.
.avif)
Effective marketing combines customer data, touchpoints, and conversion tracking.
324%
ROI over a three-year period
−75%
time spent creating customer journeys
+15%
Conversion in Customer Journeys
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Distinguishing Features
Where Marketing Loses Data, Momentum, and Impact on Results
The Client in Many Versions
CRM, e-commerce, forms, and customer service all store different profiles of the same person. Segments are incomplete, analytics are inconsistent, and the budget is directed to the wrong audience.
Campaigns Without Context
Teams plan mailings based on static lists because behavioral and transactional signals arrive too late. Communication misses the mark in terms of the customer's intent.
Approvals Without Full Oversight
Consent status varies across channels and systems, and the rules are not part of the segmentation. The company increases the risk of error and limits the pool of users that can be activated.
Reports with no impact on the result
Click data isn't linked to leads, opportunities, or revenue. Marketing optimizes activities, but it can't justify the budget or demonstrate a realistic return on investment.
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What's Changing
From list-based campaigns to decisions based on customer data
Change begins with a shared definition of the customer, consent, events, and conversions. Data drives the customer journey, and the results feed back into a single analytical model.
Each system maintains its own customer record, so teams don't know which data is up to date and which sources they can trust.
Records are deduplicated and combined into a profile that includes relationship history, data source, and quality control.
Segments are created from manually exported lists and are already out of date by the time the campaign launches.
A segment changes based on customer behavior, and the customer journey responds to events, relationship stages, and consent.
Personalization is limited to the first name, because the content does not take into account the transaction, intent, or customer value.
Communication draws on profile context and business rules, and its impact is compared to that of a control group.
Marketing, sales, and customer service measure customers differently, which is why the reports do not lead to a consensus decision.
Common KPI definitions combine interactions, leads, revenue, and retention into a single measurement model.
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Technologies
The technology links customer data to operations and results
We select Microsoft components to address gaps in data, the customer journey, and analytics. Each component is designed to shorten decision-making time, improve accuracy, or reduce risk.
Customer Insights
Microsoft Dynamics 365 Customer Insights combines customer data from CRM, ERP, marketing, and service systems to create cohesive customer profiles and journeys. We help you organize your data, build segments, and automate personalized communications.
Power Pages
Microsoft Power Pages allows you to create secure B2B and B2C portals connected to Dataverse and your company's processes. We help you launch self-service features, forms, and partner support without having to build each solution from scratch.
Power Automate
Microsoft Power Automate automates workflows between applications, data, and users. We help eliminate manual tasks, integrate systems, and reduce process execution times without losing control over exceptions.
Fabric
Microsoft Fabric is an integrated data and analytics platform that includes integration, lakehouse, data warehouse, real-time analytics, and Power BI. We help streamline your data architecture and shorten the path from source to decision.
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Services
From a customer data audit to scaling the customer journey
We combine data strategy, process design, implementation, and adoption. We select the first scope based on its impact on conversion, speed of execution, and decision quality.
System Audits and Optimization
We assess how current systems, licenses, integrations, and security measures work, and identify where unnecessary costs or risks arise. Based on this, we recommend what to simplify, improve, or redesign.
Business Consulting and Digital Strategy
We help translate business goals into a concrete roadmap for change, priorities, and technology decisions. We integrate perspectives on processes, data, and systems to ensure that investments support the company’s actual needs.
Implementations and Migrations
We carry out new implementations, migrations, and remediation projects, organizing data, processes, and integrations before the solution goes live. We manage the project from analysis and configuration through testing, production launch, and stabilization.
Business Process Automation
We automate repetitive tasks, workflows, and processes across systems using Power Automate, RPA, and workflow tools. This enables teams to reduce manual work and handle routine operations more quickly.
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Case Study
Unidevelopment: Processes Completed in Half the Time
Disparate tools prolonged customer service and made it difficult to access data. After centralizing these tools, the team gained a unified view of the customer and streamlined operations.
INDUSTRY
Real Estate
REGION
Poland
PRODUCTS
D365 Sales · Customer Insights · Power Automate
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How We Work
First, the results and data. Then, implementation, activation, and scaling.
Data Audit and Customer Journey
We define objectives, KPIs, sources, permissions, roles, and customer touchpoints. We identify the gap with the greatest impact on results and risk.
Iterative Implementation
We combine data, build profiles, segments, customer journeys, automations, and measurement. The team tests the scope using real-world scenarios.
Adoption and Optimization
We measure profile quality, activation rates, and changes in KPIs. We scale only those segments, customer journeys, and models that deliver value.
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Numbers, not slides
What Works for Clients Who Have Placed Their Entire Company's Trust in Us
Five end-to-end projects from various industries. The same Microsoft tools, different results—because the initial questions were different.
.avif)
20–30%
Less time spent searching for information every day.
–40%
Less time needed to verify customer data in public records.
.avif)
2× faster
Operations and processes completed in half the previous time.
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LET'S TALK
Let's see what we can improve in your business
A brief conversation is all it takes to understand the challenge, evaluate possible approaches, and identify solutions that make real sense for your organization.
