The Challenge
Customer data was split across CRM, billing, and support systems. Sales and service saw different histories, and churn was discovered after the customer had already left.
Fragmented customer records
Sales and service out of sync
Churn discovered too late
The Solution
We unified customer data into a governed 360° model on Dynamics 365, then layered AI insights: churn-risk scoring, usage signals, and recommended actions inside the CRM.
Unified customer model across CRM, billing, and support
AI churn scoring inside the tools teams already use
Next-best actions recommended inside the CRM
"Service sees what sales promised, and the AI tells us who needs a call this week."
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