Retailer Lifts Loyalty Member Spend 24% with Copilot-Powered CRM
Rolling out Dynamics 365 with Copilot for Sales and Customer Insights to deliver personalized loyalty campaigns at scale.
Project Overview
The Challenge
The loyalty program had 4M members but campaigns were broad-brush and engagement was declining quarter on quarter.
- 1Generic loyalty campaigns with declining engagement
- 2Limited ability to segment beyond basic RFM analysis
- 3Marketing team capacity-constrained for personalization at scale
Our Solution
CloudGate deployed Dynamics 365 Customer Insights with personalized journeys and a marketing copilot.
- Unified loyalty data platform on Dynamics 365 Customer Insights
- AI-driven micro-segmentation and journey orchestration
- Marketing copilot for journey design and copy generation
The Results
- Reactivated 800K dormant loyalty members in the first year
Technologies Used
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