Customer Insights
Term from the CRM Lexicon
Definition
Customer Insights are data-driven insights into the behavior, needs, expectations, and emotions of customers. They arise from the analysis of various data sources – such as sales statistics, CRM data, online surveys, social media, or website interactions – and enable companies to gain a deeper understanding of their target groups.
In contrast to traditional market research, which often focuses on quantitative metrics, Customer Insights also provide qualitative information. They answer questions such as: What motivates customers? What do they expect from a product or a brand? Which values are important to them? These insights help to specifically optimize marketing measures, sales, and customer service and to create personalized experiences.
In modern CRM systems like Microsoft Dynamics 365 Customer Insights, these insights are systematically used to enable a 360-degree view of the customer. The platform aggregates and analyzes customer data from various sources and presents it in clear dashboards. This allows companies to:
- Segment target groups
- Design customer journeys
- Personalize content (emails, SMS, or push notifications)
- Trigger automated campaigns
A particular advantage lies in the seamless integration with other Microsoft tools such as Outlook, Teams, or Power BI, which significantly increases the efficiency of collaboration between marketing, sales, and service.