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CBSi provides strategic business insight, objective analysis, and the technologies to help streamline our clients' business, increase their profitability, quality, competitiveness, cash flow, and overall ease of doing business.

We implement and customize world-class business software solutions applied with business and technology expertise from our seasoned professionals. The core to our success is 30 years in business, and the experience of our team has improved the performance and profitability of hundreds of companies. Our  most experienced ERP implementation professionals have an average of 24 years of ERP experience per person and their average tenure at CBSi is 14 years.

This business experience across numerous industries, combined with a proven methodology, application of sound technologies, a commitment to quality, and a client-centric focus provides the highest assurance that a project put in our hands will be successful.

ERP software

Software Setup & Training

agile software development lifecycle

Design and Development

Modern interior of server room in datacenter. IT Engineer in Action Configuring Servers

Hosting in the Cloud

Exceptional People... Proven Solutions

Personalize buyer experiences

Dynamics 365 Marketing offers marketing automation for companies looking to increase demand with personalized buyer journeys across multiple channels. Realize operational advantages and reduced costs when aligning sales and marketing with an integrated solution on the same platform.

  • Orchestrate customer journeys – Generate and nurture more sales-ready leads by running targeted, multi-channel campaigns. Personalize customer journeys to build rewarding business relationships.
  • Align Sales and Marketing – Create seamless customer experiences through marketing automation, shared data, and connected processes with Dynamics 365 Sales.
  • Make informed decisions – Improve automated marketing performance with AI-driven insights, lead scoring, and custom dashboards. Target the right audience using integration with Dynamics 365 Customer Insights.
  • Grow with an automated platform – Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use. Automate processes with either built-in workflows or create new ones with Microsoft Power Automate.

Dynamics 365 Marketing Key Features
Dynamics 365 Marketing Key Features


Key Capabilities

  • Multi-channel campaigns – Attract the right prospects with marketing automation that combines email marketing, web pages, events, SMS integration, and custom channels to help you create more effective campaigns.
  • Customer Journeys – Control the design and impact of personalized customer journeys to increase customer engagement. Manage time-sensitive emails. Track relationships between customer journeys and marketing entities such as segments, email, forms, and more.
  • Lead Management – Set up rules to target the right audience for your campaigns. Guide your buyers’ journey based on their behavior during campaigns to make your company more relevant at every step. Set up multiple lead scoring models to prioritize leads who are ready to buy.
  • Event Management – Attract more event attendees and improve event experiences with an easy-to-use portal to manage webinars, improved session registration, QR codes, and a waitlist.
  • AI Capabilities – Marketing features like automated scheduling, and spam score help you improve email open rates.
  • Marketing Content – Create relevant content for more impactful, personalized experiences. Features like configurable templates, reusable content blocks, and integration with various content management systems make it easier to customize customer journeys based on their engagement.
Dynamics 365 Marketing
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