Windfall now seamlessly integrates its people intelligence data and AI scores into Microsoft Dynamics' platform, enabling organizations to better understand their customers, activate sales & marketing workflows, and make informed data-driven decisions to maximize revenue.

Windfall Data, Inc., a leading provider of people intelligence and AI solutions for commercial organizations and nonprofits, has announced a powerful new integration with Microsoft Dynamics. This bi-directional integration allows users to seamlessly access Windfall’s comprehensive data including wealth, career, psychographic, and demographic information—directly within their Microsoft Dynamics CRM instance. This enhancement empowers organizations to identify, prioritize, and engage the right prospects, constituents, and customers effectively.

Unlocking Enhanced Segmentation:

With this integration, go-to-market teams can leverage Windfall’s data for more precise segmentation. By gaining insights into key segments and ideal personas, organizations can tailor their messaging and outreach strategies to specific customer cohorts, significantly increasing the likelihood of successful engagement and driving better outcomes.

John Dao, Windfall's VP of Product, emphasized the significance of this integration:
“Integrating Windfall's people intelligence data with Microsoft Dynamics represents a significant step forward for organizations seeking to leverage data-driven insights in their sales and marketing strategies. Our customers can also enhance their data with Windfall's predictive AI solutions that further marry data-driven workflows and activations.”

Streamlined Workflows for Better Engagement:

The integration of Windfall's people intelligence data into Microsoft Dynamics not only supercharges CRM reporting and analytics but also empowers sales, marketing, and service professionals to adopt data-driven tactics within their existing workflows. Businesses and nonprofits can now engage high-value prospects more effectively, delivering personalized experiences at scale.

In addition to people intelligence data, Microsoft Dynamics customers can incorporate Windfall's predictive AI solutions, facilitating better implementation of data-driven workflows. The integration automates the process, significantly reducing manual data entry and maximizing the efficiency of go-to-market teams.

With this integration, Windfall Data and Microsoft Dynamics are equipping organizations with the tools needed to harness the power of data, enhancing engagement strategies and driving success in sales and marketing efforts.