Firm Tackles Customer Management with Marketing Automation System

When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system. The firm had a vision for strengthening relationships while better supporting organizations seeking to influence and create opportunities in the public and private sectors. Velosio implemented Microsoft Dynamics 365 Marketing at the firm to better tackle all things marketing. 

The public affairs firm can now orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty. The Dynamics 365 Marketing app works seamlessly with Dynamics 365 Sales, Dynamics 365 Customer Insights, Microsoft Teams, and other products and allows the firm to make faster and better decisions. Built-in forms embedded directly on the firm’s website capture lead and prospect information. The information ties directly back into Microsoft Dynamics 365 Marketing to quickly qualify leads to SQL or put them into a nurture program to continue to move them through the funnel. The solution now supports segment-based journeys, allowing the firm to orchestrate traditional marketing activities such as seasonal campaigns targeting loyal customers. The marketing automation system can add something on event management also and customer voice to take survey from their customers on how to improve services.   

The Public Affairs Firm can now: 

• Better manage customers and contacts 
• Segment lists for marketing campaign execution 
• Execute customer journeys so they’re providing the right information to the right person at the right time 
• Capture lead and prospect information 
• Roll-out nurture campaigns  

 Contact Velosio today!