Audiences from real data
Segments come from CRM and ERP data, for example revenue, purchased products or open opportunities.
NXTGN 365 · Customer Insights – Journeys
Marketing that hands sales real opportunities.
We set up Customer Insights so that a registration, a download or an event becomes a qualified contact for sales. We build audiences from CRM and ERP data such as revenue and purchased products, and AI helps with content and analysis. Several customers use the event module extensively, others move from HubSpot to Customer Insights with us.
Explore scope and workflow ↓
Enlarge image ↗Scope
What we deliver for you
Journeys for your occasions
Webinars, trade fairs, downloads and existing customers get their own journeys with matching messages and branches.
Events
Registration, sessions, attendee management and follow-up run in the event module. Several of our customers use it extensively, and contacts then go straight to sales.
Switching from HubSpot
We migrate customers from HubSpot to Customer Insights – Journeys. We carry over contacts and consent and rebuild the journeys in Journeys. Afterwards marketing and sales work in one system.
Handover to sales
We agree with marketing and sales when a contact is ready. The lead arrives in Dynamics 365 Sales with topic, source and history.
AI in marketing
AI helps write content, score contacts and analyse campaigns. Your team approves.
Consent
We map consent and preferences properly so that only people who agreed are contacted.
Marketing controlling
From campaign to order in one report. You see which campaigns bring revenue, not just open rates.
Flow
From first contact to revenue
- 01Your teamOccasionEvent, download, form
- 02NXTGNJourneyMessages and branches
- 03NXTGNScoringAI and rules
- 04NXTGNHandoverLead in Dynamics 365 Sales
- 05Your teamYour sales teamConversation and quote
- 06NXTGNControllingCampaign to revenue
delivered by NXTGNyour systems and teams
From our projects
Events at scale and the switch from HubSpot
Several customers use the Customer Insights event module extensively, from registration to the handover to sales. Other customers we migrate from HubSpot to Customer Insights – Journeys so marketing and sales work with the same contacts and figures.
- Events
- Event module at scale
- Migration
- from HubSpot to Customer Insights
- Result
- Marketing and sales in one system
Connect marketing contacts with sales
A campaign does not end at a click. We connect audiences, consent and response with a traceable sales handover. Customer Insights and Journeys are aligned with your customer workflow.
01
Audiences from CRM and ERP
Newsletters go to everyone because nobody knows who bought what.
What we deliver
Segments are built from revenue, products and open opportunities in CRM and ERP.
What you gain
Customers receive content that fits them and unsubscribe less often.
How we measure value
Response rate per segment, unsubscribes.
02
Leads with context for sales
Sales receives lists without context and calls the wrong people.
What we deliver
Contacts are scored on behaviour and data. Ready leads arrive in Dynamics 365 Sales with topic, source and history.
What you gain
Sales talks to the right contacts at the right time.
How we measure value
Share of accepted leads, time to first conversation.
03
Measure campaigns by revenue
Marketing reports open rates, management asks about revenue.
What we deliver
Campaigns are linked to opportunities and orders and analysed in Power BI.
What you gain
Budget goes to campaigns that bring business.
How we measure value
Pipeline and revenue per campaign.
Clarify before delivery
We check against your data whether you also need Customer Insights – Data for unified customer profiles. The contacts in Dataverse are often enough to start.
Can we switch from HubSpot?
Yes. We migrate customers from HubSpot to Customer Insights – Journeys. We carry over contacts and consent and rebuild the journeys in Journeys.
Do we also need Customer Insights – Data?
If customer data from many systems needs to come together, yes. To start, the contacts in Dataverse are often enough.
Can website forms be integrated?
Yes, that is how our own website works. Forms create leads with topic, role and project stage directly in Dynamics 365, protected against spam.
How do we measure success?
By revenue, not open rates. We connect campaigns with opportunities and orders and show this in Power BI.
Does AI help with content?
Yes. AI suggests copy and subject lines and helps with analysis. Your team approves.
What should happen after a contact?
We discuss your audiences, your occasions and the handover to your sales team.
