Case Study: EQ achieves transformed customer insights and higher conversion rates with Microsoft Power BI

Transformation delivers new customer insight

EQ is a UK-based outsourcing specialist in technology, finance and administrative services that provides employee share plans and registrations. Facing fragmented customer data and weak CRM-driven insight, EQ moved to Microsoft Dynamics 365 and complementary tools — including LinkedIn Sales Navigator and Microsoft Power BI — to achieve a single view of customer interactions and improve relationship management.

By integrating Microsoft Dynamics 365 with LinkedIn Sales Navigator and using Microsoft Power BI dashboards for reporting and analytics, EQ gained deeper customer insight and a joined-up view of product exposure. The deployment delivered measurable improvements — lead generation is up, conversion rates have increased, and reporting and insight have been transformed — with Microsoft Power BI supplying the real-time analytics that made the sales organisation more effective and customer-focused.

EQ

Guy Wakeley

Group Chief Executive