Survalyzer AG is a leading provider of modern survey and analysis platforms that support companies in making data-driven decisions and gaining valuable customer insights. With a clear focus on innovation and customer centricity, Survalyzer helps its customers reduce the complexity of data collection and evaluation while maximizing results.
As part of a strategic project with INKUBIT, Survalyzer has completely modernized its sales and marketing processes. The introduction of Microsoft Dynamics Customer Insights and Dynamics 365 for Sales has automated manual processes, created a central 360-degree customer view, and sustainably increased the efficiency and quality of customer interactions. In doing so, the company laid the foundation for future-oriented and data-driven business development.
Requirements
Survalyzer faced several business-critical challenges:
- Manual and error-prone processes: Sales and marketing operations were largely done manually, costing both time and resources.
- Lack of centralization: There were no uniform and standardized processes that effectively coordinated sales and marketing activities.
- Insufficient customer engagement: Without a 360-degree customer view, it was difficult to create personalized customer journeys and increase customer satisfaction.
- Data quality and data protection: Survalyzer wanted a centralized, consistent database that also met the highest security standards.
Optimizing these areas was critical to reducing costs, increasing efficiency, and building long-term customer relationships.
Project implementation: Dynamics 365 Sales as an enabler
The project was carried out in close cooperation between Survalyzer and the implementation team and divided into clearly structured phases. The main solutions included:
- Microsoft Dynamics Customer Insights: This platform was implemented to create a comprehensive 360-degree customer view. In this way, personalized customer journeys and targeted marketing campaigns can be developed.
- Dynamics 365 for Sales: By implementing this solution, the sales process has been standardized and optimized. Sales reps were given tools to capture, qualify, and mentor leads, speeding up sales processes and increasing close rates.
Key implementation steps:
- Analysis of requirements and existing processes.
- Integration of the solutions into the existing infrastructure.
- Training the team to maximize adoption and utilization.
- Automation and standardization of sales and marketing workflows.
With Dynamics 365 and Customer Insights, we have achieved a real breakthrough in our efficiency and personalization. Our teams can now work faster, respond to individual customer needs, while maintaining a focus on quality and privacy.
Solution
By implementing Microsoft Dynamics Customer Insights and Dynamics 365 for Sales, Survalyzer has made significant progress in the efficiency and quality of its sales and marketing processes. Automated workflows in lead management significantly reduced the manual workload , enabled more efficient use of resources and thus reduced costs. The introduction of a centralized, 360-degree customer view allowed the creation of customized customer journeys and targeted marketing campaigns that sustainably increased both customer loyalty and satisfaction.
In addition, the clear structuring and centralization of data led to significantly improved data quality, which formed the basis for well-founded business decisions . At the same time, uniform security standards ensure compliance with all data protection requirements and strengthen confidence in the new systems. The streamlined sales process gave the team complete visibility across all stages of the sales funnel, allowing them to manage activities more effectively and increase close rates . Overall, the project enabled Survalyzer to strengthen its customer relationships in a targeted manner and to strategically prepare for future growth.