OVERVIEW

The new reality for IT companies: No data, no customers

Just a few years ago, customers came by themselves - today, IT companies struggle with unpredictable sales cycles, faltering pipelines and a lack of scalability. But the key issues remain the same:

Who are our best customers - and where can we find more of them?
Why do deals break off in the middle of the process - and how can we prevent this?
How do we build a scalable sales organization with clear forecasts & predictable sales?

Without data-driven strategies, sales remains a guessing game. If you rely on a gut feeling, you lose deals to the competition. With Microsoft Dynamics 365 Customer Engagement, you can use AI, data & automation to finally win new customers predictably - instead of groping in the dark.

CHALLENGES

The challenges of customer acquisition

Unstructured customer acquisition
Without a clear strategy and an integrated CRM system, leads remain unused - and sales are lost.
Lack of transparency about customers & deals
Who are your most valuable customers? Where are they in the purchasing process? Without predictive analytics and CRM data, this remains a black box.
Too many tools, no central database
CRM here, Excel there - scattered data leads to wasted time, inefficiency and poor decisions.
Cold calling without a strategy = lost time
Calling and emailing blindly is of little use. Microsoft Dynamics 365 Customer Engagement shows you who is ready to buy and when it is the right time to make contact.
Data is available - but not being used
Many IT companies have CRM data, but without AI-supported lead scoring it remains worthless.
High costs for customer acquisition
Poor lead quality and inefficient processes drive up customer acquisition costs (CAC) unnecessarily.
OUR CUSTOMERS

They rely on data-driven sales - and win new customers every day with customer engagement.

Product details

YOUR SOLUTIONS FOR PREDICTABLE GROWTH: MICROSOFT DYNAMICS 365 CUSTOMER ENGAGEMENT

A strong sales and marketing strategy needs the right tools. Many IT companies struggle with long sales cycles, unclear market opportunities and inefficient processes. Microsoft Dynamics 365 Customer Engagement combines three powerful solutions for data-driven, efficient sales - and ensures more predictable new customers and higher conversion rates.

Dynamics 365 Sales

From random deals to predictable sales - with AI-supported sales

Dynamics 365 Sales

A lack of market transparency and inefficient lead evaluation make it difficult to approach the right customers at the right time. Dynamics 365 Sales optimizes your pipeline and makes sales measurable.

Lead prioritization with AI - Identify and focus on the best sales opportunities.

Real-time sales forecasting - Get precise forecasts for a transparent pipeline.

Automated workflows & follow-ups - Save time and increase your conversion rate.

Seamless Microsoft integration - can be used directly in Outlook, Teams and Power BI.

Understand your customers better - and generate more precise leads

Dynamics 365 Customer Insights

Many IT companies have CRM data but do not use it strategically. With AI-supported analysis and predictive scoring, you can turn data into predictable new customer acquisition.

360° customer profile - all customer data from marketing, sales and service in one place.

Predictive lead scoring - Automatically recognizes which customers are ready to buy.

AI-supported customer journeys - personalize your marketing campaigns in real time.

Easy data integration - link CRM, web and marketing data for a holistic view.

Dynamics 365 Customer Insights
Dynamics 365 Customer Service

Efficient customer service - higher customer satisfaction & long-term customer loyalty.

Dynamics 365 Customer Service

Many IT companies lose customers because service processes are inefficient and requests are processed too slowly. With automated support and AI-supported workflows, you can increase customer satisfaction and optimize your support processes.

AI-powered chat & support - Intelligent co-pilot suggestions for faster responses.

Omnichannel support - Respond to requests from chat, email, phone & social media.

Automatic ticket assignment - forward inquiries directly to the right contact person.

Dynamic knowledge base - Get automatically generated solution suggestions for faster answers.

Artificial Intelligence in the service of customer understanding

Use AI to respond faster to customer needs and orchestrate intelligent, personalized contact flows
5-STEP PROCESS

HOW WE MAKE YOUR CRM STRATEGY A SUCCESS - STEP BY STEP

5-step process
YOUR PARTNER

WHY WITH INKUBIT?

Clarity right from the start

From the initial consultation to the rollout, you receive a clearly defined strategy tailored to your IT goals. So you always know what the next steps are.

Proven success with Microsoft Dynamics 365

With over ten years of experience with Microsoft Dynamics 365, we optimize your business processes faster and more efficiently. Our best practices are based on successful projects and real results.

A Solution that really fits

No one-size-fits-all solutions - we offer you a customized setup that fits seamlessly into your existing processes and brings tangible improvements right from the start.

Project Management
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Frequently asked questions (FAQ) about customer engagement

Microsoft Dynamics 365 CE is a cloud-based CRM platform for sales, marketing and customer service. It helps companies to better understand their customers, automate processes and make data-driven decisions.

CE is ideal for companies that want to digitalize their sales, acquire new customers and retain existing customers in the long term. IT companies in particular benefit from predictive analytics and automation.

With our proven 5-step process, we accompany you from the initial analysis through implementation to training and optimization - for a CRM strategy that really works.

An initial implementation can be completed in just a few weeks. For a customized Solution with individual adjustments, you should allow 2-6 months.

No, CE is suitable for companies both with and without an existing CRM. We support you both when switching from other systems and when introducing a CRM platform for the first time.

CE offers native Microsoft integration (Outlook, Teams, Power BI), AI-supported automation and flexible customization options. It is ideal for companies with complex sales processes and data-driven marketing.

We offer long-term support, optimization and training so that you can use CE as efficiently as possible and continuously improve your processes.

The costs depend on the number of users, the modules selected and individual customizations. In an initial consultation, we clarify your requirements and create a transparent cost overview.

Direct contact with our experts - get advice now!

Our team will be happy to help you at any time by telephone, e-mail or via our online form. We look forward to hearing from you!