{"id":22021,"date":"2026-08-25T16:06:06","date_gmt":"2026-08-25T14:06:06","guid":{"rendered":"https:\/\/inkubitstaging.wpenginepowered.com\/referenzen\/case-studies\/automation-and-personalization-like-survalyzer-with-microsoft-dynamics-365-sets-new-standards\/"},"modified":"2026-08-25T16:06:10","modified_gmt":"2026-08-25T14:06:10","slug":"automation-and-personalization-like-survalyzer-with-microsoft-dynamics-365-sets-new-standards","status":"publish","type":"success-story","link":"https:\/\/www.inkubit.com\/en\/references\/case-studies\/automation-and-personalization-like-survalyzer-with-microsoft-dynamics-365-sets-new-standards\/","title":{"rendered":"Automation and personalization: How Survalyzer is setting new standards with Microsoft Dynamics 365"},"content":{"rendered":"

Survalyzer AG<\/a> 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. <\/p>\n

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.<\/p>\n<\/div><\/div>

Requirements<\/span><\/span><\/h2>

Survalyzer faced several business-critical challenges:<\/p>\n

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  1. Manual and error-prone processes<\/strong>: Sales and marketing operations were largely done manually, costing both time and resources.<\/li>\n
  2. Lack of centralization<\/strong>: There were no uniform and standardized processes that effectively coordinated sales and marketing activities.<\/li>\n
  3. Insufficient customer engagement<\/strong>: Without a 360-degree customer view, it was difficult to create personalized customer journeys and increase customer satisfaction.<\/li>\n
  4. Data quality and data protection<\/strong>: Survalyzer wanted a centralized, consistent database that also met the highest security standards.<\/li>\n<\/ol>\n

    Optimizing these areas was critical to reducing costs, increasing efficiency, and building long-term customer relationships.<\/p>\n<\/div><\/div>

    Project implementation: Dynamics 365 Sales as an enabler<\/span><\/span><\/h2>

    The project was carried out in close cooperation between Survalyzer and the implementation team and divided into clearly structured phases. The main solutions included: <\/p>\n