In this blog we walk you through how to use Behavioral Segments in Microsoft Dynamics 365 Marketing.
As the demand for Kelly Roofing’s services continued to grow, they needed a better way to streamline its sales and marketing processes, improve service management, estimating, job costing capabilities and increase overall customer service effectiveness and response times. As a big proponent of using technology to advance its business, the company initially deployed Microsoft Dynamics CRM online through another vendor but the solution was not meeting their needs based on the initial set-up.
Overall, Kelly Roofing needed the solution to provide the following:
We are in the service business and need to ensure that all of the moving parts throughout our organization are aligned and in-sync. CRM was not set-up initially to meet our business needs and because of this, we struggled with usability issues, low adoption rates and communication gaps across the board.