Case Study: a leading Virginia-based insurance company boosts event channel effectiveness with Coffee + Dunn and Dynamics 365 Customer Insights – Journeys

a leading Virginia-based insurance company boosts contacts 55% in 4 months with Coffee + Dunn

A leading Virginia-based insurance company faced a challenge with disparate systems for event management and customer relationship management, which inhibited a holistic view of their audience. They partnered with Coffee + Dunn to implement Dynamics 365 Customer Insights – Journeys to centralize these capabilities and manage large-scale investor relations events.

Coffee + Dunn created customized event registration websites and communications within Dynamics 365. This solution led to a 55% lift in contacts within four months, with 82% of new contacts acquired through the event channel. The partnership with Coffee + Dunn allowed the client to achieve their registration goals and focus on strategy while building for larger capacity events.