Lead2Cash Accelerator — Dynamics 365 Customer Insights in three weeks

Nobody can picture their own system. That is the expensive problem.

As long as the customer journey stays on paper, customer and partner negotiate assumptions instead of results. Gaps only surface during implementation, when the budget is already committed.

The usual way

Concept first, surprise later

Abstract target picture. Processes on paper; nobody sees how D365 Customer Insights really works with segments, journeys and emails.
Late insight. Gaps only surface during implementation, when the budget is already committed.
Budget without a basis. Estimates rest on requirement documents instead of a tangible backlog.
Expensive standard work. Consulting days go into tables and forms instead of real complexity.

Result: you decide on a large budget before you have seen anything.

With the Accelerator

System first, decision second

A tangible system. After three weeks you see customer profiles, segments and journeys with your contacts live on the system – including the first emails sent.
Early clarity. The AI-assisted fit/gap analysis runs against the D365 standard before you release phase 2.
Budget on a basis. The implementation budget comes from a backlog prioritised on the live system.
Standard at a fixed price. The base setup is a product. Your budget later goes into integration and real complexity.

Result: the expensive base setup is done before the big budget is released.

You decide on further implementation only once you have seen the lifecycle and re-engagement journey on the system.

This is what your Dynamics 365 Customer Insights looks like after phase 1

No standard demo with Contoso data. Your contacts, your accounts, your interactions, your segments. You recognise yourself immediately.

Dynamics 365 Customer Insights · JourneysEnvironment: Your company · Showroom

Contacts and segments Your lead-to-customer journey

ContactCustomer / interactionSegmentStatus

CON-4412Your customer A · Whitepaper downloadNew leadsIn journey

CON-4418Your customer B · 14 months inactiveRe-EngagementSent

CON-4420Your customer C · Event registrationScore 78To sales

CON-4425Your customer A · Newsletter sign-upNew leadsNew

Journeys Triggers, wait times, branches

LCLifecycleWelcome · Customer AFollow-up · Day 7

RERe-engagementRe-engagement · 1,240 contacts

SCScoringScore > 70Handover to sales

Re-Engagement Your journey

SegmentInactive for 12 months

Contacts1,240 in the segment

TriggerSegment entry

Step 1Email “What's new”

BranchOpened → offer · else → wait 14 days

GoalRe-engagement measured

Copilot: subject line and segment

Schematic preview. The interface follows the Dynamics 365 Customer Insights – Journeys standard; segments, journeys, email templates and forms are adapted to your workflows in the POC (low code).

Your system, your processes

Lead to customer the way you need it

D365 Customer Insights with your lifecycle and re-engagement journey: segments, email templates, forms, triggers and lead scoring. All standard and low code, so it can be extended later without rebuilding.

Your data inside

Contacts, accounts, interactions

We load your contacts, accounts and interaction data into the system and build your segments on it. No data migration and no data cleansing, but enough that your marketing team does not have to abstract during the showroom.

Showroom and training

Live demo and key user training

After three weeks we show you customer profiles, segments and both journeys live, including sent emails and Copilot. Your key users learn the system on their own POC. The system remains as the basis for phase 2.

Three weeks, five steps, one showroom

Workshops, AI-assisted fit/gap and training lead to a working POC. Project management by Ambit Schweiz AG included.

Week 1

Process workshops

Process map and swimlanes per process step: segmentation, email marketing, lifecycle and re-engagement journey, lead scoring and handover to sales.

Weeks 1 to 2

Fit/gap with AI

AI-assisted comparison of your target processes against the D365 standard. Near-standard gaps are implemented directly.

Week 2

POC build

AI-assisted base setup of D365 Customer Insights with contacts, segments, both journeys, emails and Copilot.

Week 3

Showroom session

Interactive demo on the live system with marketing management, sales and executive management.

Week 3

Key user training

Training of your key users on your own POC, train-the-trainer style.

Lead time: about two weeks before kick-off for documents, access and the sending domain for email Your part: key users and product owner available during the three weeks Format: workshops on site or virtual

AI is part of phase 1. Copilot helps build segments and journeys.

Copilot is set up in the POC, not just explained. On your own contacts you see how segments emerge from a description and how subject lines and content are suggested. And you evaluate what else is worth it.

Copilot in Customer Insights

Segments, journeys and content from a description

Define segments in natural language, create journeys from a description, get subject line and copy suggestions. Set up on your contacts and mailings in the POC and live in the showroom.

Set up and included in the fixed price

Agent options

Copilot Studio agents for marketing

Agents for campaign planning, nurturing and the handover of qualified leads to sales: what is possible today, what is in preview and what fits your marketing. Sober, not as a sales pitch.

Evaluated, not built. Implementation in phase 2/3.

AI use cases and evaluation

Identification, feasibility, value

For each use case an assessment of feasibility, data basis and value. You receive a prioritised list as input for the implementation budget.

Deliverable: evaluated use case list

Basis: Copilot features in Dynamics 365 Customer Insights – Journeys according to Microsoft Learn: segment creation in natural language, journey creation from a description, content and subject line suggestions for emails. Sending in the POC requires an authenticated sending domain (DKIM). Autonomous agents (Copilot Studio) are evaluated, not built.

What you get for the fixed price

One result, one price, one timeline. No daily rates and no open-ended effort.

3 weeks

from kick-off to showroom on the live system

Fixed duration

CHF 15'000

Fixed price for all of phase 1, including a Customer Insights licence for three months

excl. VAT

2 journeys

Lifecycle and re-engagement journey with your contacts and segments

Copilot included

Your result

A working POC

D365 Customer Insights with lifecycle and re-engagement journey, your contacts and segments and Copilot. Plus the documented target processes, the gap list and the evaluated AI use cases.

Your certainty

Fixed price, fixed duration

Customer Insights licence for three months included. No daily rates, no open-ended effort, no commitment to phase 2.

Your benefit

More relevant campaigns, re-engaged contacts

More qualified leads from your existing base. The tailored system stays as the basis for the marketing rollout. Phase 2 builds on it instead of starting from zero. And your team has already seen it.

Why we can do this at a fixed price

The standard setup is a product

Provisioning, base configuration, segments, journey templates, email templates and Copilot setup run AI-assisted and standardised on our side. We use senior expertise where it is indispensable: in the workshops, in the fit/gap and in the evaluation. That is why the price is predictable. For you and for us.

What comes after the POC is your decision

Phase 1 is complete and paid. Whether and how to continue, you decide with the system in front of you. This is the path to a productive solution.

Phase 1 · this offer

Customer Insights Accelerator

3 process workshops, AI-assisted POC build with two journeys, showroom session and key user training.

Model: Fixed priceDuration: 3 weeksPrice: CHF 15'000Result: POC on the system

Phase 2 · optional

Blueprint and architecture

ERP and website integration, data cleansing, email design in your corporate design, data migration. Based on the POC system.

Model: Time-boxedDuration: 2 weeks, 6 to 8 person-daysResult: prioritised backlog

Phase 3 · optional

Implementation

Gaps, middleware, custom event triggers, custom code, testing, go-live. Agile sprints with a sprint budget based on a precise estimate.

Model: Time & materialResult: productive solution

What it takes to succeed in three weeks

A fixed price only works with clear rules. Here is what we need from you and what is not part of phase 1.

What we need from you

Key users and the product owner are available for workshops and questions during the three weeks and actively participate.
You provide access, existing documentation and the sending domain for email (DNS records) beforehand.
You answer our preparation questions before kick-off so the workshops serve decision-making (about two weeks lead time).
Process descriptions, sample mailings, campaigns or similar are delivered ideally two weeks before kick-off.
Data for enrichment (customers, contacts, interactions, previous mailings) is delivered in the first week in a suitable format, for example Excel.
You secure the capacity of your internal experts for preparation, workshops and follow-up.

What is not part of phase 1

Complex campaign logic. The POC maps a simple lead-to-customer process with mailing and two journeys; multi-stage campaigns, A/B tests and custom email design belong to phase 2/3.
Integrations with third-party systems such as ERP, website or previous mailing systems. These belong to phase 2/3.
Data cleansing and deduplication. We work with the data as you deliver it.
A full data migration. We create customer-specific data but do not migrate.
Customer-specific custom code development.
A production environment. ALM and deployment concepts are not part of the POC.
A customer-specific security concept. The POC uses standard roles.

What the service includes in detail

Requirements workshops: segmentation, email marketing, lifecycle and re-engagement journey, lead scoring, Copilot. Target processes incl. gaps, transcription and documentation.
Project management: preparation and follow-up of workshops, results presentation, coordination and scheduling.
Provisioning: initial configuration of a D365 Customer Insights instance incl. users, teams, permissions and base configuration (contacts, accounts, activities, sending domain).
Configuration: near-standard marketing process with segments, email templates and forms; lifecycle and re-engagement journey, lead scoring and Copilot (low code); import of your data.
Key user training: basic training as shared understanding, in-depth training on your adapted processes, forms and configuration, including lead-to-customer process with journeys and emails.
AI: demonstration of standard AI, discussion of agent options, identification and evaluation of AI use cases.

Frequently asked questions

The questions that come up in almost every first conversation.

What does phase 1 of the Lead2Cash Accelerator cost?

CHF 15'000 excl. VAT as a fixed price for all of phase 1, including the Customer Insights licence for three months. No daily rate, no open-ended effort and no commitment to phase 2.

How does phase 1 run?

Three weeks from kick-off to showroom: three process workshops, AI-supported build of the POC with two journeys, showroom session and key user training.

What is included in the fixed price?

A working Dynamics 365 Customer Insights with lifecycle and re-engagement journey, your contacts and segments and Copilot, plus the documented target processes and the gap list. The Customer Insights licence for three months is included.

What is not part of phase 1?

Complex campaign logic, integrations with third-party systems such as ERP, your website or existing mailing systems, data cleansing and de-duplication, a full data migration, customer-specific custom code and a production environment.

What happens after the POC?

Phase 1 is finished and paid for. Whether and how things continue is your decision, with the system in front of you. Phase 2 builds on the POC system as a time box: blueprint and architecture, ERP and website integration, data cleansing, email design in your corporate identity and data migration.

Order phase 1. The rest remains your decision.

You sign the order electronically, we confirm within one business day and plan the kick-off with you. About two weeks later the workshops start.

Sign the order electronically

Legally valid e-signature, two minutes, no printing. The order contains exactly the deliverables, assumptions and exclusions on this page.

Order confirmation and kick-off date

You receive the confirmation with the preparation questions and the list of required documents. We set the kick-off together.

Kick-off and start of the three weeks

Once access and documents are in place, the clock starts. Three weeks later you stand in the showroom in front of your Dynamics 365 Customer Insights.

Your preferred kick-off date (optional) Included in the message to Christian when you request the signature link or ask questions.

Your order

Phase 1 · Customer Insights Accelerator3 process workshops, AI-assisted POC build, showroom, key user trainingCHF 15'000

Lifecycle and re-engagement journeywith your contacts and segments, Copilot includedincluded

Dynamics 365 Customer Insights licence3 months, for the POCincluded

Project management Ambit Schweiz AGPreparation and follow-up, coordination, results presentationincluded

Ordered forYour company—

Fixed price excl. VATCHF 15'000

Sign the order electronically Clarify questions first

The contracting party is Ambit Schweiz AG. Invoiced at kick-off, payable within 30 days net. The terms and conditions of Ambit Schweiz AG apply. Prices excl. VAT.