Customer Insights Case Studies

WatchBox Personalizes the Retail Experience

Plauti
But legacy data migrations and multiple CRM data channels created challenges and eroded the customer 360 view
AI Customer Insights Data Management Dynamics 365 Jewelry Retail

Future-Proofing the Insurance Experience with a Policyholder 360

Plauti
Delivering a superb insurance experience to policyholders requires the empowerment of employees with the right insights
AI Customer Insights Data Management Dynamics 365

Booksy Improves Customer and Employee Experience

Plauti
Bad data quality is the party-crasher
AI Customer Insights Data Management Dynamics 365

Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

Dynamics Square USA
How a solar energy company in Canada fixed their workflow problems by switching to modern business software
Business Central Copilot Customer Engagement Customer Insights Customer Service Customer Service Insights Dynamics 365 Dynamics NAV Electronic Signatures Energy Sales Insights

Lights, Camera, Automation: How Cinespace Studios Streamlined AP for Global Growth

SignUp Software
Discover how Cinespace Studios brought efficiency to the spotlight by replacing manual AP processes with ExFlow — setting the stage for seamless global expansion
AI AI and Machine Learning AP Automation Azure Business Central Commerce Customer Engagement Customer Insights Customer Voice Dynamics 365 Financial Management Fraud Protection