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MS Dynamics: Increase efficiency & customer experience

Your partner for planning, implementation and support of MS Dynamics 365 apps in Marketing, Sales & Service

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As a close Microsoft partner with over 10 years of experience
As a close Microsoft partner with over 10 years of experience
we accompany you throughout your entire customer
we accompany you throughout your entire customer
Journey from marketing to sales to service
Journey from marketing to sales to service
in the Microsoft world - for more productivity
in the Microsoft world - for more productivity
and personalized customer experiences
and personalized customer experiences
Create data-driven, personalized and automated solutions in marketing, sales & service through technological innovation and process- and subject-specific know-how

Data silos & outdated tool landscapes lead to fragmented customer journeys

01.
Problem

Marketing automation, CDP, CRM, customer support are missing - the existing system is outdated or does not even exist.

02.
Solution

We implement Dynamics 365 in a modular, tailor-made way for marketing, sales and service. Including setup of customer insights (data & journeys), connected CRM and integrated lead management.

01.
Problem

Marketing & Sales use separate systems and therefore work in data silos.

02.
Solution

With Dynamics, we link your CRM and marketing data, create shared perspectives and actively involve all stakeholders through targeted enablement.

01.
Problem

All customers are addressed equally & without personalized content

02.
Solution

Increase your customer loyalty and satisfaction by creating data-based, personalized marketing campaigns in Dynamics Insights.

01.
Problem

Customer data is distributed across different systems.

02.
Solution

With Dynamics 365 Customer Insights Data, we consolidate customer data (e.g. CRM, website, ERP) into a holistic customer profile.

01.
Problem

360 degree view is missing - you have no sound basis for decision-making.

02.
Solution

Dynamics & Power BI gives you a central database with a 360° customer view, real-time dashboards and AI-supported insights.

01.
Problem

Systems are in place, but nobody uses them properly or trusts them.

02.
Solution

We activate your team through practical training, role clarification and focused enablement - tailored to your processes, with tangible use cases and technical onboarding.

Our Microsoft consulting portfolio

Marketing Automation & Customer Data Platform
Customer Insights Journeys
Conception, development and / or relocation of existing marketing automations including long-term support

Dynamics Insights Data
Conception, development and / or relocation of a customer data platform through the integration, analysis and use of existing data pools
Customer Relationship Platform
Conception, setup and / or relocation to a Dynamics Customer Relationship Platform for optimized sales alignment
Customer Service Platform
Customer Service
Development of a customer service platform by analyzing and automating existing customer support services
Business Intelligence
Microsoft Power BI
Development of business analytics dashboards for holistic reporting
Process automation
Microsoft Power Automate
Development of individual backend automations for smooth processes
AI
Co-pilot Studio
Development of chatbots and individualized AI solutions
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Our process

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Our process

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Project preparation

We create clarity and structure right at the start: in a joint kick-off with all internal and external project managers, we define goals, expectations and responsibilities. This lays the foundation for a focused and well-coordinated project.

Status Quo & Health Check

We analyze your current system and process landscape along the customer journey - with a focus on the interfaces and potential in marketing, sales and service. In a structured health check, we identify weaknesses, optimization potential and maturity levels. Together with your teams, we define the target state (TARGET) in a requirements workshop as the basis for all further steps.

Concept

We develop a realistic, prioritized plan from the target image: technical and functional user stories, a clear MVP focus and a realistic implementation roadmap. We take into account requirements from all relevant areas.

Roll-out

We implement the MVP iteratively and in compliance with the GDPR - with a custom-fit connection to your system landscape (e.g. CRM, marketing automation, service platforms). We pay attention to clean data flows, sensible interfaces and intuitive user guidance. Our goal: technology that supports your team in their daily work.

Enablement

We empower your key users through practical training and continuous knowledge transfer. Whether in marketing automation, CRM or service processes - we ensure that your team can work independently in the systems. We are also happy to remain your long-term sparring partner for innovation, optimization and further development.

This is how we run projects

We support you in achieving greater productivity along the customer journey and ensuring more growth in the long term.

Are you looking for a partner who not only understands the technology, but also marketing, sales and service?

Introduction

Marketing Automation

GDPR

Functionalities

Efficiency

between marketing and sales

processes

between marketing and sales

360°

Customer Experience

segmentation

the target groups

lead

generation

Replacement

of outdated outbound marketing

Real-time

Marketing

Corporate development with a future

"A key factor in the introduction and implementation of marketing automation was to integrate marketing and sales more closely and to initiate internal change processes. Cloudbridge very quickly understood what was important to us and implemented these requirements in a targeted manner."

Heike Klecha
Head of Sales Operations | Kumavision

360-degree customer experience

"Together with our partner Cloudbridge, we have laid the foundation for marketing automation. Our next step will be to map the lead process transparently and embed it in the organization."

Sabine Duttenhofer
Head of Marketing Communications | Freudenberg

Efficient lead management processes

"With Cloudbridge, you never feel let down.
Even if you have short-term, sometimes complex requests, you always get a response within a very short time. The collaboration is based on partnership—it feels like we're all in the same boat, like our partners at Cloudbridge understand our situation and are therefore trying to find the right solution as quickly as possible."

Lena Keßler
Digital Marketing Manager | Felix Schoeller

Want to learn more?
Let's talk!