Marketing to Your Target Audience in Dynamics 365

Posted on: September 3, 2021 | By: Rosie Gill | Microsoft Dynamics CRM

When acquiring new clients or maintaining relationships with existing clients in the insurance and wealth management industries, it’s important to have a lot of different avenues to go about doing this so that you can generate new business for your company. Dynamics 365’s Customer Engagement platform makes it easy for you to make use of your data and maximize exposure to your target audience. 

We believe it’s important to empower our clients with as much knowledge over their software as possible so that they can make the most of the application’s tools. That’s why we have created a tutorial on marketing in CRM. In this video, a Logan consultant who specializes in CRM reviews how to create marketing segments in Dynamics 365 to target specific audiences.

Next Steps

Dynamics 365 has many features designed to help aid insurance and wealth management companies maximize their business potential. Contact a consultant at Logan Consulting today to learn more about these tools!

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