Customer Insights

Customer Insights by Exeevo is an AI-driven analytics platform designed to give pharmaceutical, medical device, animal health, and consumer goods organizations a complete, 360-degree understanding of their customers. By seamlessly blending and unifying third-party data with Exeevo CRM, the platform transforms complex, multi-source data into actionable intelligence that enhances HCP engagement, optimizes sales strategies, and enables personalized marketing at scale.

Built on advanced AI and machine learning — including Microsoft Copilot-powered natural language capabilities — Customer Insights empowers teams to uncover hidden trends, predict customer behavior, and make informed decisions through real-time dashboards, predictive analytics, and intelligent segmentation, all without requiring deep technical expertise.

Advanced Intelligent Capabilities

• Dynamic Content Generation: Expertly merges external data with CRM data to build a richer, more detailed understanding of customer behaviors and preferences.
• Advanced Behavioral Insights: Leverages integrated data to deliver deeper insight into customer behavior, enabling businesses to tailor strategies and offerings effectively.
• Strategic Actionable Insights: Synthesizes complex data sets into actionable intelligence, giving organizations a competitive edge in understanding and anticipating customer needs and trends.

Insightful Customer Data and AI-Powered Predictions

Customer Insights provides a 24/7, 360-degree view of customers through robust AI-driven data unification, covering demographics, behavioral, transactional, and proprietary information. The platform's AI and machine learning capabilities predict customer behavior and surface personalized recommendations.

• Identify high-value and at-risk customers
• Recommend relevant products and services
• Discover new audience segments
• Track business performance in real time

Easy Set-Up and Data Unification Workflow

1. Choose your data connector: Ingest a single data source quickly using a .csv file or sample data. Customer Insights uploads and unifies the data to create a customer profile and automatically generates insights.
2. Add data rules: Define matching rules to determine which data is most important. Matched records are consolidated into a single record containing all fields from each source table.
3. Choose optional data enrichment: Enhance unified customer data by selecting connections for specific enrichments as required.
4. Get relevant insights: The combined data choices produce one unified customer profile on the Customers page, applicable to individuals or organizations.

Codeless Integration and Ease of Deployment

• Code-free, drag-and-drop user interface enables setup within minutes
• Allows teams to leverage existing technologies and skills without additional development effort
• Integrates seamlessly with Microsoft Dynamics 365 applications and hundreds of third-party applications via pre-built connectors

9 Ways Customer Insights Delivers Personalization at Scale

• Actionable outcomes: Translate insights into action by triggering workflows and automation across marketing, sales, and service departments to orchestrate personalized customer experiences.
• Customization and extensibility: Extensive customization options allow users to tailor the platform to their specific needs, with broad integration support.
• Real-time insights: Act promptly on customer interactions and data changes with real-time analytics, maintaining up-to-date customer profiles.
• Powerful scalability: Accommodate growing data volumes and increasingly complex customer interactions as the business expands.
• Seamless Microsoft integration: Works natively with Dynamics 365 applications for a comprehensive approach to customer relationship management.
• Self-service analytics: Empower teams with visualization tools that do not require a deep technical background, democratizing access to insights.
• Unified customer data and view: Combines data from multiple sources to create a comprehensive 360-degree view of each customer across all touchpoints.
• AI and machine learning: Advanced analytics predict customer behavior and provide personalized recommendations to improve engagement and satisfaction.
• Natural language prompts: Built using Microsoft Copilot, users can investigate customer data, create new metrics, segments, or groupings through natural language queries.

AI-Powered Prediction Models

• Customer lifetime value: Predicts the potential revenue of a customer throughout their entire interaction with the business.
• Product recommendation: Suggests predictive product recommendations based on purchase behavior and similar customer purchase patterns.
• Subscription churn: Predicts whether a customer is at risk of discontinuing use of subscription products or services.
• Transactional churn: Predicts whether an individual customer will stop purchasing products or services within a defined time frame.
• Sentiment analysis: Analyzes sentiment from customer feedback and identifies frequently mentioned business aspects.

Data Export Options

• Data-out exports: Export any type of table available in Customer Insights — including all data fields, metadata, schemas, and mapping details — to destinations such as Azure Data Lake Gen2 for further custom processing.
• Segment exports: Export segment tables representing lists of customer profiles, selecting specific data fields for each export. Commonly used to share customer lists with advertising services such as Google Ads or Meta Ads for marketing purposes.

Customer Insights is designed for rapid deployment with a codeless integration framework, making it accessible to teams across marketing, sales, and service functions. Its deep compatibility with the Microsoft ecosystem — including Dynamics 365 and Microsoft Copilot — combined with support for hundreds of third-party connectors, ensures organizations can unify their data landscape and deliver consistent, personalized customer experiences at scale.