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Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management platform available as a cloud offering or as an on-premises installation.

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Microsoft Dynamics CRM and Insider

Microsoft Dynamics CRM helps businesses manage, track, and store information for current and potential customers. Utilizing Insider’s connection with Microsoft Dynamics CRM, you can engage and activate those users with rich, 1:1 cross channel journeys or with personalized messaging opportunities on platforms such as email, SMS, WhatsApp, and mobile app.

Use Cases

Sync user data with Insider for greater retention

Sync user data with Insider for greater retention

Easily sync user data to engage with customers according to where they are in their lifecycle. For example, celebrate champion customers or reactivate those who are likely to churn.

Sync leads with Insider for an engaging acquisition experience

Sync leads with Insider for an engaging acquisition experience

Share your leads with Insider and turn them into champion customers with personalized and multichannel onboarding journeys.

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Salesforce CRM

CRM

Salesforce CRM

Salesforce is a CRM platform that helps marketing, sales, commerce, service, and IT teams work as one from anywhere.

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HubSpot CRM

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HubSpot CRM

HubSpot is a leading CRM platform that provides software and support to help businesses grow better.

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Zoho CRM

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Zoho CRM

Zoho CRM brings sales, marketing, and customer support activities together and streamlines processes, policy, and people in one platform.

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