Coffee + Dunn, Inc. Unclaimed

Transform marketing chaos into predictable revenue through expert automation consulting.

Designs comprehensive customer journeys to enhance engagement and retention.

Enhance campaign performance through strategic execution and optimization.

Streamline event management with real-time check-ins and automated attendance tracking.

Optimize revenue workflows to increase efficiency and alignment across teams.

Achieve lasting business impact with tailored Dynamics 365 consulting services.

Accelerate learning and skill-building in customer engagement with the Knowledge Hub.

Empowers organizations with data-driven dashboards and reports for informed decision-making.

Mapping and optimizing end-to-end customer journeys, lead scoring, and campaign structure to improve engagement, conversion, and retention.

Unifying customer data into single profiles, implementing CDP connectors and AI-enabled insights, and establishing data governance for real-time personalization and analytics.

Full deployment, customization, integration, and change management for Microsoft Dynamics 365 CRM including custom workflows, sales automation, and ongoing training.

End-to-end campaign planning, multi-channel execution, and optimization focused on pipeline and measurable revenue outcomes.

On-site and virtual event check-in, real-time attendance tracking, CRM synchronization and personalized post-event follow-up to convert attendees into pipeline.

Marketing Automation Consulting

Strategic guidance on selecting, configuring, and optimizing marketing automation tools to streamline campaign execution.

• Aligns Marketing With Business Goals
  Ensures that marketing automation efforts directly contribute to increasing sales velocity and customer loyalty.
• Optimizes Marketing Frameworks
  Facilitates seamless operations and maximizes the potential of marketing technology through expert integration.
• Builds Team Confidence
  Empowers teams with knowledge and skills to fully utilize marketing automation platforms.
• Enhances Marketing ROI
  Provides data-driven insights that refine strategies to achieve the best results from marketing efforts.

Customer Lifecycle Design + Implementation Services

Mapping the full customer journey from awareness to advocacy and implementing tailored strategies for optimal engagement at every touchpoint.

• Orchestrate Tailored Customer Journeys
  Leverage real-time insights to automatically trigger personalized customer journeys based on user interactions, improving engagement and satisfaction.
• Enhances Strategic Engagement
  By thoroughly understanding customer behaviors and preferences, businesses can tailor their outreach strategies, leading to improved customer satisfaction and loyalty.
• Deliver Personalized Experiences
  AI-enhanced capabilities allow for intelligent audience segmentation and tailored messaging that resonates with individual customer preferences.
• Ensures Cohesive Customer Experiences
  This feature allows organizations to provide a consistent experience, minimizing friction in customer interactions, enhancing overall engagement.
• Increases Customer Retention
  Focused strategies based on lifecycle stages help in reducing churn by keeping customers engaged and satisfied at every interaction.
• Respond Instantly to Customer Actions
  Automatically trigger marketing actions like follow-ups or reminders when customers exhibit certain behaviors, enhancing responsiveness and engagement.
• Achieve a 360-Degree Customer View
  Consolidates disparate customer data sources, enabling a unified view that informs better decision-making and personalized interactions.

Campaign Execution + Optimization

Hands-on management and continuous improvement of demand generation campaigns to drive pipeline.

• Boost Pipeline Performance
  Deliver targeted campaigns that effectively engage customers, optimizing every aspect of execution to maximize conversion and revenue.
• Optimize Customer Experience
  Create integrated customer journeys that enhance engagement and satisfaction by connecting touchpoints across channels.
• Improve Targeting Accuracy
  Utilize real-time data to segment customers dynamically, ensuring personalized communications that resonate.
• Gain Actionable Insights
  Enable data-driven decisions through comprehensive analytics that track campaign performance and customer behaviors.

Event Management + Check-in Pro

A purpose-built check-in tool for Dynamics 365 to streamline on-site event management.

• Capture Attendance Instantly
  Use real-time attendance data to enhance engagement metrics, adjust event strategies, and follow up with attendees efficiently.
• Validate Registrations Instantly
  Employ a fast check-in process that reduces wait times and ensures a smooth experience for attendees.
• Integrate Seamlessly
  Automatically feed collected attendance information into Dynamics 365, ensuring your CRM reflects the most current data.
• Eliminate Confusion
  Allow new attendees to register quickly by scanning in-app QR codes, reducing manual entry errors.
• Enhance Audience Engagement
  Utilize attendance data to customize follow-up communications for better attendee retention and satisfaction.

Revenue Process Design + Diagnostic Services

An assessment of current sales and marketing processes that identifies gaps, inefficiencies, and opportunities to accelerate revenue growth by generating a clear roadmap for enhancements.

• Identify Gaps and Inefficiencies
  This assessment uncovers weaknesses in your current setup, enabling targeted improvements that accelerate revenue growth.
• Maximize Workflow Efficiency
  By aligning people, processes, and technology in the redesign, organizations can experience enhanced operational efficiency and reduced friction across revenue-generating activities.
• Create Clear Action Plans
  An actionable roadmap ensures your organization knows the priority areas for investment and improvement, aligning every team's efforts.
• Leverage Technology for Success
  Implementing appropriate technology tools allows for automation and accurate tracking of pipeline movements, leading to improved results throughout the sales process.
• Achieve Team Cohesion
  Facilitating communication and data sharing among departments fosters an environment where everyone works towards the same revenue goals, leading to sustained growth.

D365 Implementation + Consulting Services

Full deployment and customization of Dynamics 365 applications to fit organization needs, including ongoing training and optimization support.

• Enhances Strategic Alignment
  Align your business processes with a cohesive strategy to improve customer engagement, drive conversion rates, and optimize sales.
• Connects All Business Functions
  Ensures all customer data is visible and actionable across different business units, improving customer engagement and decision-making.
• Automates Repetitive Tasks
  Helps sales teams focus on closing deals rather than administrative tasks, leading to increased productivity and higher sales conversions.
• Aligns With Business Needs
  Creates dynamic workflows that match your unique sales strategies, improving team alignment and process efficiency.
• Fosters Effective Platform Use
  Provides ongoing training sessions to equip users with the skills needed to utilize Dynamics 365 Sales fully and effectively.
• Enhances Data Utilization
  Transform data into actionable insights to inform marketing and sales strategies, improving customer experiences.

Knowledge Hub and Training Programs

A comprehensive self-service learning platform that includes on-demand courses, expert-led webinars, and tailored training programs to enhance skills in Dynamics 365.

• Receive Tailored Advice
  Engage with experts for customized solutions to optimize the use of Dynamics 365.
• Learn Best Practices
  Join sessions focusing on recent changes and effective strategies in customer engagement.
• Access Anytime Learning
  Explore a library of video-based courses covering key tools and techniques for effective customer engagement.
• Facilitate Smooth Transitions
  Training includes strategies for effectively managing transitions to new processes, ensuring staff are equipped to utilize Dynamics 365 fully.
• Solve Real Challenges
  Utilize structured paths that walk through common use cases such as launching campaigns or enhancing customer journeys.

Reporting + Insights Management

Building dashboards, reports, and analytics frameworks that surface actionable insights to inform marketing and sales decisions.

• Informs Decisions
  Utilizes dynamic analytics frameworks for deep insights that guide critical business decisions.
• Visualize Data
  Provides visually appealing dashboards that aggregate key metrics, facilitating quick assessments and strategic planning.
• Generate Actionable Reports
  Creates comprehensive reports that synthesize data, enabling teams to track performance and adapt strategies effectively.
• Unify Data Sources
  Merges data from diverse platforms, providing an all-encompassing perspective that enhances analysis and reporting.
• Track Performance
  Offers insights into user engagement, allowing organizations to fine-tune operations for optimal results.