Survalyzer AG is a leading provider of modern survey and analytics platforms that help companies make data-driven decisions and gain valuable customer insights. With a clear focus on innovation and customer centricity, Survalyzer helps its clients to reduce the complexity of data collection and analysis 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 automated manual processes, created a central 360-degree customer view and sustainably increased the efficiency and quality of customer interactions. The company thus laid the foundation for future-oriented and data-driven business development.
Requirements
Survalyzer was faced with several business-critical challenges:
- Manual and error-prone processes: Sales and marketing processes were largely carried out 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 approach: 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 crucial to reducing costs, increasing efficiency and building long-term customer relationships.
Project implementation: Dynamics 365 Sales as a trailblazer
The project was carried out in close collaboration between Survalyzer and the implementation team and was divided into clearly structured phases. The main solutions included:
- Microsoft Dynamics Customer InsightsThis platform was implemented to create a comprehensive 360-degree customer view. This allows personalized customer journeys and targeted marketing campaigns to be developed.
- Dynamics 365 for SalesThe introduction of this Solution enabled the sales process to be standardized and optimized. Sales employees were given tools for lead capture, qualification and support, which accelerated sales processes and increased closing rates.
Important implementation steps:
- Analysis of requirements and existing processes.
- Integration of the solutions into the existing infrastructure.
- Training of the team to maximize acceptance and use.
- Automation and standardization of workflows in sales and marketing.
With Dynamics 365 and Customer Insights, we have achieved a real breakthrough in our efficiency and personalization. Our teams can now work faster and respond to individual customer needs while maintaining a focus on quality and data protection.
Solution
By implementing Microsoft Dynamics Customer Insights and Dynamics 365 for Sales, Survalyzer was able to make significant progress in the efficiency and quality of its sales and marketing processes. Automated workflows in lead management significantly reduced the manual workload, enabled a more efficient use of resources and thus reduced costs. The introduction of a centralized 360-degree customer view made it possible to create tailored customer journeys and carry out targeted marketing campaigns that sustainably increased both customer loyalty and satisfaction.
In addition, the clear structuring and centralization of data led to a significant improvement in data quality, which formed the basis for sound business decisions. At the same time, uniform security standards ensured compliance with all data protection requirements and strengthened confidence in the new systems. The optimized sales process provided the team with complete transparency across all stages of the sales funnel, enabling 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 strategically prepare for future growth.