Technology & Software
Australia
End to End Project Lifecycle Management
The client faced several operational challenges in coordinating customer-facing teams and delivering timely, relevant engagement across the customer lifecycle.
Disjointed Customer Records
Sales, marketing, and service teams lacked a consolidated view of customer interactions, preferences, and history.
Time-Consuming Data Search
Sales representatives had to navigate multiple business systems to find customer details and information needed for sales activities.
Broad-Based Campaign Targeting
Incomplete customer insights limited audience segmentation and the delivery of relevant marketing campaigns.
Lengthy Support Cycles
Support agents relied on manual processes and scattered knowledge resources to investigate issues and resolve customer tickets.
Unidentified Revenue Opportunities: Limited cross-team visibility made it harder to identify cross-selling prospects, initiate timely outreach, and strengthen customer relationships.
Working closely with the company’s business and technology teams, DataToBiz implemented Microsoft Dynamics 365 Copilot to improve customer engagement, connect sales, marketing, and service operations, and enable AI-driven decision-making.
Unified CRM Intelligence
Connected customer information across sales, marketing, and service functions within Microsoft Dynamics 365, giving teams a consolidated view of customer interactions, history, and business opportunities.
AI-Assisted Lead Prioritization
Enabled AI-driven lead insights using customer interactions and available engagement signals to help sales representatives identify promising prospects and prioritize follow-ups.
Intelligent Customer Support
Enabled Copilot-assisted ticket handling and contextual recommendations to help support agents find relevant information, identify potential resolutions, and respond to customer queries more efficiently.
Targeted Marketing Insights
Enabled teams to use consolidated customer information to identify audience segments, understand engagement patterns, and plan more relevant marketing campaigns.
Workflow Automation & Productivity
Used Copilot capabilities to reduce repetitive work across customer-facing functions, helping employees access relevant information, generate content, and complete routine CRM activities with less manual effort.
User Training & Continuous Optimization
Supported adoption through workshops, tutorials, and documentation, while refining Copilot capabilities to match evolving business workflows and user feedback.
The solution used Microsoft Dynamics 365 and Copilot to connect customer data, support AI-assisted workflows, and improve collaboration across sales, marketing, and service teams.
Data Integration
Connected CRM, ERP, marketing platforms, and internal knowledge sources to provide consistent customer information.
AI & Copilot Capabilities
Enabled AI-assisted lead prioritization, campaign recommendations, and customer support guidance within Dynamics 365.
Dashboards & Insights
Provided role-specific views of customer interactions and business data to support informed decisions.
Workflow Automation
Reduced manual effort across routine CRM activities, lead management, and customer service processes.
Security & Access Controls
Applied data access permissions and privacy safeguards to support secure handling of customer information.
Improved Lead Conversion
AI-assisted lead prioritization and faster follow-ups contributed to a 35% increase in lead conversion rates.
Faster Customer Support
Copilot-assisted recommendations reduced ticket resolution times by 40%, improving agent productivity and customer responsiveness.
Higher Marketing Engagement
Data-driven customer insights helped improve campaign engagement and response rates by 30%.
Stronger Team Collaboration
Connected customer information and shared visibility across sales, marketing, and service teams improved cross-department collaboration by 25%.
Improved Customer Satisfaction
Personalized and proactive customer engagement contributed to a 20% increase in customer satisfaction scores.
DataToBiz helped the Australian technology provider bring sales, marketing, and customer service onto a more connected, AI-powered platform with Microsoft Dynamics 365 Copilot. By reducing manual work and making customer insights more accessible, the solution supports more responsive service, relevant marketing, and stronger customer relationships across its consumer and enterprise business.
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DataToBiz is a good choice for someone who wants a partner who understands the product journey, requirements, and delivery expectations. They have the experience and agility to understand what’s possible and deliver to the client’s expectations. They‘re really passionate people, and they know what they’re doing!
We’re impressed with DataToBiz’s professionalism, dedicated support, and consistent follow-ups. Their team maintains clear communication through online meetings, ensuring a smooth and reliable collaboration.
A solution like this is a good fit if your teams spend more time collecting and reconciling data than acting on it, if reports from different departments do not match, or if decisions depend on delayed or manual reporting. It also fits when your data is growing in volume or sources, and your current setup struggles to keep up.
DataToBiz starts with a discovery call to review your goals, data sources, and reporting gaps. You get a clear view of the expected outcomes, effort, and timeline before any commitment.
Yes. Every solution DataToBiz delivers is configured around your industry, business processes, and existing data environment. The team assesses your current systems, data quality, and reporting needs first, then designs a solution that works with what you already have instead of replacing it. This applies across industries such as manufacturing, retail, healthcare, finance, and logistics, and across setups ranging from legacy databases to cloud data platforms.
DataToBiz works across the major analytics, cloud, and data engineering stacks. For BI and visualization, this includes Power BI, Tableau, and Looker. For cloud platforms, it includes Microsoft Azure, AWS, and Google Cloud. For data warehousing and processing, it includes Snowflake, Databricks, and SQL-based databases. Data sources include ERP and CRM systems, spreadsheets, APIs, IoT and sensor data, and third-party applications.
If your stack includes a tool not listed here, the team can assess compatibility during discovery.
Most projects with DataToBiz take from a few weeks to a few months. The timeline depends on how ready your data infrastructure is for the initiative and how many systems need to connect. Smaller solutions go live quickly, while larger programs roll out in phases so you see value early. After an initial discovery call, you receive a timeline with clear milestones.
Security and governance is part of the plan from the first conversation. DataToBiz works within your security policies and follows the regulations that apply to your industry. The project usually Access stays limited to the people who need it, and confidentiality terms cover the engagement from kickoff to handover.
The work does not stop at go-live. Your team gets a proper handover and guidance on using the solution, and DataToBiz stays available for questions and improvements. The business impact of the project is measured against the goals set at the start, so you can see exactly what changed for your company.
