Details don’t have to be at the expense of the big-picture. Successful organizations have a living roadmap for their customer data and their customer data technology projects.
Each step along the customer data journey roadmap should align inputs with outcomes and feedback. This loop continues as you gather data and use these insights to further improve your roadmap.
Think about the actions you want to take and how you want to grow. To do this, identify the data-driven customer interactions you want to provide and the kind of insight you need to inform better decisions.
Once you’ve identified the insights you need, think about the technology you need to gather and harness data to help drive these outcomes. A platform like Dynamics 365 will adapt and extend with your needs, growing alongside your business and help unlock insights and power personalized customer experiences.
Share this roadmap widely among all stakeholders (marketing, IT, sales, customer service, etc.) and update it every time new customer data capability is released to the organization. This helps everyone contribute, feedback, and buy-in to any phasing decisions that are made.