Using Microsoft Marketing Segments in the Insurance and Wealth Management Industries

Posted on: May 4, 2021 | By: Josie Mah | Microsoft Dynamics CRM

In the insurance and wealth management industries, reaching out to existing customers or potential leads requires finding new methods to create new opportunities. With Microsoft Marketing in the Dynamics 365 Customer Engagement platform, businesses can leverage their data and easily target the right audience. In this video, a Logan Consulting expert will provide an in-depth walkthrough for creating a Microsoft Marketing Segment that allows users to target specific audiences.

 

Logan Consulting is a proud Microsoft partner. Contact us if you have any questions about the Microsoft Marketing Module or Microsoft Dynamics CRM, and find out how we can help transform your business!



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