Marketing analytics

Clear.bio used Google AI to scale personalized digital nutritional interventions by automating data prediction workflows and partner targeting.The company replaced manual identification of high-potential healthcare practices with an AI-driven predictive model and automated pipeline.

Clear.bioHealthcare

BlueOceanAI built Spark, an always-on, domain-specific multi-agent framework for marketing and brand intelligence on AWS.Marketers query proprietary brand and market data in natural language, and Spark decomposes complex questions into sub-questions handled by specialized agents.The system uses Amazon Bedrock with Anthropic Claude models and Amazon SageMaker AI, plus open-source multi-agent frameworks and role-specific prompt libraries.

BlueOceanAIProfessional Services

Filum is an AI-powered Unified Customer Experience Platform that helps enterprises transform fragmented customer data into actionable business intelligence for customer loyalty and growth.The company originally managed pipelines with manual Python scripts and spreadsheets, but as it onboarded large retailers such as ZUS Coffee and GS25, the volume and number of integrations became unscalable.To address the lack of in-house DevOps capacity, Filum moved to a fully serverless Google Cloud architecture using BigQuery for schema-less ingestion and Cloud Run / Cloud Run functions for isolated client integrations that auto-scale in real time.The customer story says Filum also uses Gemini for instant customer insights and plans to integrate Vertex AI into internal workflows as part of an AI-first product strategy.

FilumRetail

LiveRamp helps businesses unlock first-party data value by embedding identity resolution into BigQuery.The approach enables secure data collaboration with trusted partners without moving data, helping marketers build a more unified customer view and improve personalization.The article highlights challenges around data silos, cross-channel identity resolution, and evolving privacy regulations.

LiveRampTech & Comms

World Vision Germany undertook a major digital transformation to optimize its fundraising and donor management operations. Previously, the organization relied heavily on external vendors for donor communications and lacked an internal CRM system, limiting their ability to personalize interactions and manage data effectively.Partnering with GOB, World Vision Germany implemented Dynamics 365 and associated Microsoft technologies. The transition enabled in-house management of donor journeys, real-time data tracking, and significant automation of donor service processes.With Dynamics 365 Business Central, Dynamics 365 Customer Insights, Microsoft Fabric, Power BI, and Azure SQL, the organization established an integrated platform for donor management, fundraising campaigns, and data-driven strategy setting.Fundraising email journeys are now automated and tailored, improving campaign responsiveness and allowing segmentation based on donor interests. Automation now covers half of the donor service processes, freeing staff to focus on individualized donor engagement and relationship building.Emergency fundraising campaigns, such as responses to natural disasters, can be launched within hours using the new system, with full control over communications and follow-up.Data centralization enables KPI-focused leadership via Power BI dashboards, supporting real-time analytics and predictive modeling to refine fundraising strategies.The overall modernization has reduced vendor spending and administrative overhead, increasing efficiency and directing more funds to the field work supporting children, families, and communities globally.

World Vision GermanyOther

A B2B software company, assisted by partner JourneyTeam, sought to drive efficiency in sales operations by automating repetitive CRM tasks. Manual processes such as lead qualification, follow-ups, sales pipeline management, and meeting data logging were bottlenecks. By deploying Copilot Agents built in Copilot Studio and integrated with Microsoft Dynamics 365 and Teams, the organization created autonomous workflows to enhance the speed and quality of customer interactions. Specific agents scored and qualified leads, generated tailored follow-ups, logged CRM updates after meetings automatically, and provided real-time sales forecasting via Power BI. These automations reduced manual input requirements—from email follow-ups that took 15 minutes to now under 1 minute, and CRM updates that required no manual typing. The initiative underscores how generative AI and Copilot Agents are redefining CRM tasks and improving sales outcomes.

B2B Software FirmTech & Comms

Fellowmind Denmark, a top technology consulting firm, faced operational challenges after merging three companies, resulting in fragmented systems for sales, project management, and finance. To address this, they implemented a unified solution using Dynamics 365 Finance, Project Operations, Sales, and Microsoft Fabric. This integration centralized key data streams, replaced disparate tools and spreadsheets, and simplified complex processes. Month-end closing, resource allocation, and insight into project and financial data became significantly more efficient. Additionally, enhanced reporting and analytics, along with built-in GDPR compliance, positioned Fellowmind Denmark for growth and competitive advantage across the sectors it serves.

Fellowmind DenmarkProfessional Services

IWG, a global leader in flexible workspace solutions, adopted Microsoft Fabric to achieve real-time visibility into marketing effectiveness and lead generation. With over 5,500 centers worldwide, their implementation of the technology unified diverse data sources, enabling faster analysis and streamlined decision-making. This transition to an event-driven approach revolutionized business processes, leading to significant productivity gains across their operations.

IWGOther

Kurita Water Industries, a leading Japanese water treatment provider, faced challenges in customer data access and operational inefficiencies due to heavy reliance on paper-based processes and spreadsheets. Field sales representatives and technicians struggled to access real-time customer data during visits, limiting their ability to deliver informed, responsive service. Kurita implemented Microsoft Dynamics 365, integrated with Microsoft Teams and Power BI, to centralize customer, sales, and service data. This integration enabled real-time communication between sales and technical teams, empowering consultative selling and improved customer responsiveness. Power BI dashboards allowed specialists to analyze sales leads, spot trends, and accelerate decision-making. The new solution transformed Kurita’s customer strategies, fostered trust through data-driven insights, and streamlined operational workflows across departments. The initiative, led by technology partner Havi Technology, has set a foundation for further digital transformation capabilities within the organization.

Kurita Water IndustriesManufacturing

Freshworks, a global SaaS company, built a Google Cloud data infrastructure to analyze and optimize customer touchpoints across marketing and sales.The company centralized CRM, website, analytics, and advertising data in BigQuery to create a full lifecycle view of customer interactions and support self-service reporting.

FreshworksTech & Comms

A leading Australian property management specialist managing over 10,000 properties upgraded its property management operations by migrating from a SharePoint-based system to Microsoft Dynamics 365. The existing system lacked real-time visibility and automation, which reduced efficiency and limited their growth. The migration included Dynamics 365 for Sales and Marketing Automation, integration with legacy SharePoint, Outlook and enhanced security via Active Directory.The new solution provided sales lead/opportunity management, process automation, real-time dashboards, and improved customer service through MailChimp integration. Access via web browser and seamless integration with Microsoft Outlook facilitated better information flow. Data synchronization between Dynamics and SharePoint reduced manual processes. This transformed their sales process and service delivery while providing the agility to manage their expanding portfolio.The implementation resulted in a 25% improvement in sales cycle efficiency, a 50% reduction in document processing time, and real-time visibility into revenue and sales pipelines. The solution enables streamlined processes for sales, marketing, and customer management, setting the foundation for future growth and enhanced customer experience.

Australian property management specialistReal Estate

Ferring Pharmaceuticals, based in Switzerland with presence in 65 countries, unified its global customer relationship management (CRM) systems to streamline customer processes and analytics.Previously, the company struggled with disjointed, siloed CRM landscapes and lacked holistic global customer insights.To align KPIs and improve productivity, Ferring migrated its CRM data to the Azure cloud, building a centralized cloud data warehouse using Azure Synapse Analytics.Analytics and workflow unification were delivered via an Azure data lake and Power BI dashboards, allowing all teams to track standardized metrics and improve collaboration.The project included rapid pilot deployment with partner Inetum, implementation of standardized workflows, and deep integration between sales, marketing, and operations.Enhanced Power BI access meant sales reps could instantly plan visits and connect with CRM records, improving service responsiveness.Marketing teams used unified CRM analytics to personalize campaigns and benchmark field performance globally.The move allowed Ferring to foster a truly insights-driven organization, continually expanding the platform across 60+ countries.Company leaders reported substantial improvements in data visibility, operational efficiency, and productivity for sales and marketing teams.The case describes a major blueprint for digital transformation of pharma commercial operations using Microsoft technology.

Ferring PharmaceuticalsPharma