We are a Microsoft cloud partner and can, therefore, implement and manage Microsoft Dynamics 365 sales for our clients. We have already implemented a solution for multiple schools within the same environment.

We are also active campaign partners and implement this solution in case we have slightly lighter requirements in terms of access rights, data partitions between business units, and corporate governance. We also have experience with Freshworks.

Education providers, automotive, financial services, associations, nonprofit, B2B, Premium appliances.

A CRM (Customer Relationship Management) system helps businesses manage customer interactions, improve relationships, and streamline processes.

It centralises customer information, improves communication, enhances customer service, boosts sales, and increases efficiency.

A CRM can benefit businesses of all sizes by helping them manage contacts, automate processes, and scale operations as they grow.

All industries, but primarily retail and e-commerce, B2B Services and SaaS, education, financial services, healthcare, tourism, and real estate, often see significant benefits from CRM. Still, CRM can be tailored to any industry.

Yes, CRM helps provide personalised service and quicker issue resolution by providing easy access to customer information and history.

Yes, many CRM systems integrate with email platforms, social media, accounting software, and more for a seamless workflow.

CRM systems typically offer strong security measures such as data encryption, user authentication, and compliance with data protection regulations.

Most CRM systems offer customisable features like custom fields, reports, and workflows to suit specific business needs.

Implementation time can vary depending on the complexity of your business needs, but it can range from a few weeks to a few months.

Vendors usually offer training through webinars, documentation, and live sessions to help your team get familiar with the system.

Yes, CRM optimises sales by tracking leads, automating follow-ups, forecasting sales, and analyzing performance.

A cloud-based CRM is hosted on the vendor’s servers and accessed online, while an on-premise CRM is installed locally on your company’s servers.

Depending on the vendor and features, costs can include initial setup, subscription fees, customizations, and maintenance.

Modern CRM can manage interactions from various channels, such as email, social media, and phone, providing a unified view.

CRM enhances marketing strategies by segmenting customer data, tracking campaign performance, and automating marketing tasks. It is also generally connected to a marketing automation solution when it is not native to the solution, as with MS Dynamics and ActiveCampaign.

Common challenges include user adoption, data migration, system integration, and keeping data updated and accurate. A CRM project can succeed or fail depending on the commitment within the company to make it a success.

Yes, most CRMs offer mobile apps or responsive web versions, allowing access to data anytime, anywhere. This is nowadays a standard feature.

Consider factors like scalability, ease of use, integrations, functionalities able to cover your business processes and organisation,  customer support, and cost.

It captures leads from various sources, scores them based on predefined criteria, and nurtures them through automated workflows.

Yes, Brandfinity will offer first-level support linked to a maintenance contract, and the software vendor will help with more system-based issues or solution bugs.

How can companies use marketing automation?

• Emails. Send targeted personalised and automated emails based on customer behavior, preferences, or demographics..
• Lead Scoring and Nurturing. Assign scores to leads based on their interactions, like email opens, clicks, or website visits.
• Behaviour-based nurturing:
  Move leads through the funnel with personalized touchpoints based on their actions.
• Customer Relationship Management (CRM)
  – Sales Pipeline Management:
  – Track deals, automate follow-ups, and keep sales teams aligned.
  – Unified Contact Management:
  – Store customer data, interaction history, and preferences in one place.
  – Win Probability:
  – Use AI insights to focus on high-potential deals.
• Customer Experience Automation
  – Onboarding Sequences:
  – Welcome new customers and guide them through product/service usage.
• Engagement Campaigns:
  – Automate check-ins, reminders, or feedback requests to maintain engagement.
  – Cross-Selling and Upselling:
  – Send recommendations for complementary products or services.
• E-commerce Optimization
  – Abandoned Cart Recovery:
  – Automate follow-up emails to recover lost sales.
  – Purchase Follow-Ups:
  – Send order confirmations, shipping updates, and post-purchase surveys.
• Customer Segmentation:
  Target customers based on purchase history or browsing behavior.
• Dynamic Segmentation
  – Real-Time Updates:
  – Automatically update customer lists based on behavior or lifecycle stage.
  – Notify account manager
  – Advanced Filtering:
  – Segment contacts by demographics, interests, engagement, or custom fields.
• Website and Landing Page Tracking
  – Site Tracking:
  – Monitor visitor behavior on your website to trigger relevant communications.
  – Landing Page Optimization:
  – Integrate forms or surveys to capture leads and trigger workflows.
• Social Media and SMS Automation
  – Social Integrations:
  – Manage ad audiences and retarget users through integrations with platforms like Facebook.
  – SMS Campaigns:
  – Send time-sensitive offers, appointment reminders, or order updates via SMS.
• Reporting and Analytics
  – Campaign Performance:
  – Analyze open rates, click-through rates, and conversion metrics.
  – Sales Insights:
  – Track revenue, pipeline progress, and deal trends.
  – Automation Effectiveness:
  – Monitor workflow performance and optimize underperforming areas.
• Integrations with Other Tools
  – Seamless Connections:
  – Integrate with tools like Shopify, WordPress, Zapier, Salesforce, or Google Analytics, and much more
  – API Access:
  – Customize workflows and data exchanges with custom integrations.

Discover more about marketing automation on brandfinity.ch

Segmentation in marketing automation is dividing an audience into smaller, targeted groups based on shared characteristics such as demographics, behavior, engagement level, or purchase history. This allows businesses to deliver personalized and relevant content, improving customer engagement, conversion rates, and overall marketing effectiveness.

Examples of triggers in marketing automation:

1. Welcome Email – Sent automatically when a user signs up for a newsletter or creates an account.
2. Abandoned Cart Reminder – Triggered when a customer adds items but doesn’t complete the purchase.
3. Post-Purchase Follow-Up – A thank-you email or request for a review after a customer purchases.
4. Lead Nurturing Email Sequence – Sent when a prospect downloads a whitepaper or interacts with gated content.
5. Re-Engagement Campaign – Activated when a user hasn’t interacted with emails or the website for a specific period.
6. Birthday or Anniversary Offer – A special discount or message sent on a user’s birthday or membership anniversary.
7. Price Drop Notification – alerting users when a product they viewed or saved goes on sale.
8. Event Reminder – A notification before a registered webinar, live event, or appointment.
9. Subscription Renewal Reminder – Sent before a subscription expires to encourage renewal.
10. Behavior-Based Retargeting – Displaying ads to users who visited specific pages but didn’t convert.

• Saves time by automating repetitive tasks.
• Enhances lead nurturing through personalized communication.
• It helps divide the audience into segments and react automatically to each segment’s behavior with the desired automated logic.
• Automatically follows up based on the scheduled waiting time Avoids human mistakes in proceeding with repetitive tasks
• oImproves customer experience with timely interactions.
• Helps sales team to see the sales pipeline and move it manually or automatically based on customer behavior
• Increases ROI through better segmentation and tracking.

1. For E-commerce:
   • Automate abandoned cart recovery emails.
   • Segment, for example, VIP customers for exclusive discounts.
2. For SaaS Companies:
   • Onboard new users with tutorial email sequences.
   • Trigger account renewal reminders.
3. For Education Businesses:
   • Automate course enrollment confirmation.
   • Nurture prospective students with program guides.
4. For Automotive Companies:
   • Send service reminders based on purchase history.
   • Promote financing offers to qualified leads.

While CRM focuses on managing customer relationships and storing data, marketing automation executes and optimizes campaigns, engages leads, and nurtures prospects at scale.

Yes, marketing automation platforms integrate with CRMs, analytics tools, CMSs, and more to provide a unified marketing and sales ecosystem.

Ask for the quote

Marketing automation can benefit almost all industries, including education, automotive, e-commerce, healthcare, and SaaS, by generating leads, retaining customers, and enabling sales.

No, businesses of all sizes can leverage marketing automation. Many platforms offer scalable pricing and features tailored to small and medium enterprises.

Ask us for a quote.

Customer experience optimisation agency

Consider factors like:

• Business size and budget.
• Features like email marketing, analytics, and integrations.
• Usability and customer support.
• Ask Brandfinity, and they will analyse your business needs and suggest the best solution.

The solution can be adapted for B2B and B2C.

B2B: Focuses on lead nurturing, account-based marketing (ABM), and long sales cycles.

B2C: Prioritizes personalization, behavioral triggers, and high-volume campaigns.

Results can vary based on the complexity of your campaigns, but most businesses see noticeable improvements in lead engagement and sales within 3-6 months.

• Over-automating and losing personalization.
• Poor data quality or segmentation.
• Failing to track or measure results effectively.
• Spamming the contacts

• Use double opt-ins for email subscriptions.
• Ensure that the content is relevant and personalized.
• Limit email frequency and provide unsubscribe options.

Personalization is critical to building trust and engagement. Marketing automation enables the delivery of personalized content based on customer behavior and preferences.

Lead scoring helps prioritize prospects based on engagement and behavior, allowing marketers to personalize campaigns, nurture high-potential leads, and improve conversion rates.

Yes, we can. We offer essential audits and deeper audits where we require access to your digital assets with only viewing permissions

Tagging involves adding specific code snippets (tags) to your website or app to track user interactions and gather data. This data helps measure the effectiveness of your paid media campaigns. Multiple tools are involved in this, such as Google Tag Manager, code injectors, manual code installation via your site, etc.

Conversion tracking is monitoring specific actions users take (like purchases or sign-ups) after interacting with your ads. This helps in understanding which ads are driving valuable actions.

You can use tools like Google Tag Assistant or browser developer tools to verify that your tags are firing correctly. Additionally, conducting regular audits of your tagging setup can help ensure accuracy.

You can track offline conversions by importing data from your CRM or sales systems into your ad platforms. We can also implement camera sensors at the point of sale to measure footfall traffic, its demographics, engagement in the store, and purchase activities. We call it Phygital. Ask Brandfinity for more details.

It’s recommended to review your tracking data regularly, at least weekly or monthly, to identify trends, optimize campaigns, and make informed decisions based on performance metrics.

UTM parameters are tags added to URLs to track campaign performance in Google Analytics. You can create UTM parameters for different campaigns, sources, and mediums to analyse traffic sources effectively.

Compliance with data privacy laws involves understanding regulations like GDPR and CCPA, obtaining user consent for data collection, and ensuring proper data handling and storage practices. We offer two solutions: Google consent mode and server-side tagging.

Yes. However, you must be prepared to understand that data, particularly regarding GA4, ad-blockers, and new privacy laws, means you’ll never get 100% accuracy. A lot of inference will have to be done by analyzing your trends. That said, we can help you get back a good part of your numbers using cookieless tracking, looking at the numbers of opt-ins vs. opt-outs, and eventually server-side tracking if your organization needs it.
 Consent mode v2 is often considered, as it can send cookieless signals to GA4; however, this method requires a heavy volume of traffic and events.

Can you track what someone has selected on our form?,

Yes, we can track form selections by implementing event tracking through tools like Google Tag Manager. This allows you to capture user interactions with form fields and analyze the data in your analytics platform. Also, we may collaborate with your developer to push that information to a temporary memory accessible by tag manager (called a dataLayer push) that we can use to ensure the data is collected.

Marketing dashboards provide a consolidated view of your marketing data in real time. Our dashboards help you track KPIs such as campaign performance, ROI, and audience engagement, allowing you to make data-driven decisions and optimize marketing strategies effectively.

Absolutely. Our dashboards are fully customizable. You can choose the metrics, visualisations, and layout that align with your business objectives and preferences.

We utilize a third-party solution to consolidate data from all your marketing platforms, ensuring uniformity across various sources. This allows you to apply consistent filters and make accurate comparisons. Additionally, we conduct regular audits to ensure all integrations are functioning correctly, maintaining the highest data accuracy and reliability standards.

Our marketing dashboards can integrate data from various sources, such as Google Analytics, social media platforms (Facebook, Twitter, Instagram), email marketing tools, CRM systems, and more. This gives you a comprehensive view of your marketing performance across all channels.

Our dashboards are designed to be intuitive and user-friendly. Most users can start using them immediately, but we offer comprehensive onboarding and training if needed.

In addition to visualising data, our dashboards offer actionable insights, trend analysis, and even predictive analytics to help you anticipate outcomes and make proactive decisions.

Yes, our dashboards allow you to define user roles and set permissions, ensuring that each team member can access only the data and features relevant to their specific role. This provides both security and flexibility for your team.

We prioritize data security and implement robust protections. Our dashboards utilize industry-standard encryption to safeguard your data during transmission and storage.

Absolutely. Our team possesses deep expertise in industry-leading data visualization and business intelligence platforms, including Fabric, Power BI, and Tableau. Regardless of your preferred tool, we are adept at customising dashboards to seamlessly integrate with your existing systems, ensuring an optimised experience and comprehensive insights tailored to your business needs.

While the time it takes to see impactful results can vary depending on your business and data complexity, most clients begin to derive actionable insights within the first few weeks with continuous monitoring and optimisation.

Yes, our dashboards are optimised to handle large volumes of data without compromising performance. Whether you are tracking complex campaigns or integrating data from multiple platforms, our solutions are designed for scalability and efficiency.

Phygital is a mix of physical and digital touchpoints, where digital data meets reality. It refers to seamlessly integrating real-world (physical) and digital experiences to create immersive, interactive environments that enhance customer engagement.

More in our blog

For phygital different technologies can be used like: QR codes, AR (Augmented Reality), NFC, sensors, or touchscreens to bridge real-world objects or events with digital content—creating two-way interaction between physical and digital realms.

Would you like to implement the phygital approach for your business? Discover more or ask Brandfinity

Phygital is widely used across industries:

• Retail: Smart mirrors, AR try-ons, NFC-based promotions
• Events: Live QR check-ins, AR-enhanced booths
• Education: Interactive learning stations
• Art & Museums: Digital storytelling layered on exhibits
• Marketing: Experiential brand activations

• Real-time customer engagement
• Improved data collection and insights.
• Increased brand memorability
• Increased conversions through interactive elements.
• Opportunities for personalised marketing.

A typical tech stack may include:

QR codes, NFC, and RFID; Augmented Reality (AR); the Internet of Things (IoT); touchscreens and interactive kiosks; AI-based personalization engines; and cloud CMS for digital content management.

Augmented Reality (AR)

Internet of Things (IoT)

Touchscreens / Interactive kiosks

AI-based personalization engines

Cloud CMS for digital content management

It depends on the complexity. Most experiences are cloud-based and can be updated remotely. Providers usually offer analytics dashboards and support for easy management.