Customer InsightsAutomate marketing
with customer data
Customer Insights – Data unifies scattered customer data from CRM, the web, events and more into one customer profile and builds segments. Customer Insights – Journeys designs email and text journeys triggered by customer actions, sends them automatically and hands engaged customers to sales.
Products
Key capabilities
Data unification
Match and deduplicate customer data from many sources into one.
Source · Microsoft Learn (opens in a new window) · © Microsoft Unified customer profiles
See purchases, activities and responses on one person’s profile.
Source · Microsoft Learn (opens in a new window) · © Microsoft Segment
Build audiences from conditions and measures and keep them up to date.
Source · Microsoft Learn (opens in a new window) · © Microsoft Trigger-based journeys
Actions such as visits or sign-ups automatically start messages and branches.
Source · Microsoft Learn (opens in a new window) · © Microsoft Email & text channels
Design and send email and text messages.
Source · Microsoft Learn (opens in a new window) · © Microsoft Events & consent
Manage event registration and attendance as well as each customer’s consent.
Source · Microsoft Learn (opens in a new window) · © Microsoft
What Qualisoft does
- 01Connecting data sources and designing unification rules
- 02Integrating local channels in Korea (SMS, KakaoTalk)
- 03Designing and running journeys and segments
- 04Handing engaged customers to sales (lead assignment)
Customers
A selection of the customers we have worked with.
Related stories
Frequently asked questions
What can a Customer Insights implementation do?
Customer Insights – Data unifies scattered customer data from CRM, the web, events and more into one customer profile and builds segments. Customer Insights – Journeys designs email and text journeys triggered by customer actions, sends them automatically and hands engaged customers to sales.
What does Qualisoft do in a Customer Insights implementation?
Qualisoft takes on the following parts of a Customer Insights implementation.
- Connecting data sources and designing unification rules
- Integrating local channels in Korea (SMS, KakaoTalk)
- Designing and running journeys and segments
- Handing engaged customers to sales (lead assignment)
Are there Customer Insights implementation case studies?
Yes. Customers have implemented Customer Insights with Qualisoft.
The case studies below describe how each project was carried out.
How does a Customer Insights implementation run?
It runs in four stages: Assessment, Design & build, Go-live, Operations.
- Assessment — We review how you work today and decide what to change.
- Design & build — We design screens and data around your work and connect your existing systems.
- Go-live — We move your data, train your users, then go live.
- Operations — After launch, we answer questions and add what you need.