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Customer Engagement

One customer. One record. One conversation.

Sales, service and marketing on a single Microsoft platform.

Most organisations have three views of the customer and none they trust. SCALES unifies Dynamics 365 Sales, Customer Service and Customer Insights into one operating model — so revenue teams act on the same truth, and customers feel it.
Win-rate on qualified pipeline
+22%
Time-to-resolve customer cases
−35%
Customer retention across SCALES portfolio
94%
Customer record, end to end
1
See where engagement pays back
Recognised by Microsoft, trusted by revenue leaders

180+ Dynamics 365 Customer Engagement programmes delivered

  • Microsoft Solutions Partner
  • ISO 27001 certified
  • Inner Circle 2025
Why now

Customers expect one experience. You have three systems.

Our CRM tells me the deal is closing. Our service desk tells me the customer is leaving. Both are right.
CCO, European industrial group
Sales lives in one CRM, service in another, marketing in a third — and the customer feels every seam. Pipeline forecasts are debated, not trusted. Service teams apologise for what sales promised. Marketing spends on segments no one can prove. The cost is rarely on one P&L line, which is precisely why it never gets fixed.
  • Fragmented customer record

    Duplicate accounts, conflicting contacts and disconnected histories make every conversation start from zero.

  • Forecasts no one trusts

    Pipeline reviews argue about data quality instead of deciding where to deploy sales effort.

  • Service as cost, not loyalty

    Cases are closed quickly but customers churn quietly. Service is measured on volume, not lifetime value.

  • Marketing without proof

    Campaigns run, leads arrive, attribution disappears. The CFO asks where the growth came from and no one answers.

What good looks like

Outcomes our clients put in their board pack.

+22%
Win-rate on qualified pipeline
−35%
Mean time-to-resolve customer cases
+14pt
NPS uplift within 18 months
94%
Logo retention across SCALES portfolio
Measured impact
5.2×

Average return on Dynamics 365 Customer Engagement investment within 24 months when SCALES is engaged from strategy through to service and support.

SCALES client benchmark, 2024–2026 · n = 38 CE programmes
How we engage

From three views of the customer to one.

  1. 01 · Diagnose
    Revenue & service assessment

    A four-week scan across sales, service and marketing: where the customer record fractures, and where the next €1M of revenue is leaking.

  2. 02 · Design
    Target operating model

    One customer record, defined ownership, and process design across the revenue lifecycle — agreed by sales, service and marketing leadership.

  3. 03 · Deliver
    First wave in 90 days

    A focused rollout: unified account view, prioritised sales and service journeys, and the data foundations for Copilot — live, not theoretical.

  4. 04 · Sustain
    Adoption & evolution

    We coach revenue leaders, run the platform, and report measured impact on win-rate, retention and NPS every quarter.

One Microsoft platform

Customer Engagement does not stand alone.

Customer Engagement
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Customer Insights — Data
  • Customer Insights — Journeys
Dynamics 365 ERP
  • Finance & Operations
  • Business Central
  • Supply Chain
  • Field Service
Microsoft 365 & Copilot
  • Teams
  • Outlook
  • Copilot for Sales
  • Copilot for Service
Data & AI
  • Microsoft Fabric
  • Azure OpenAI
  • Dataverse
  • Purview
Frequently asked

What revenue leaders ask before they commit.

Next step

Make customer engagement a measured capability.

A focused workshop with SCALES advisors to align sales, service and marketing on one customer record — and agree the first 90 days.