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A free e-book detailing how you can use your data to achieve valuable insight into member behaviour, foster deeper engagement, and make better business decisions.

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What’s inside?

Go beyond intuition with engagement scoring.

Many organisations find themselves with a wealth of data spread across disparate platforms but with no way to collate and extract insights. This makes it extremely difficult to build a clear picture of engagement amongst members.

Engagement scoring tracks member behaviour, attributes a weighted score to each interaction, and translates this data into a single view of member engagement – all within your CRM. From identifying engagement trends to delivering more personalised experiences, there are many ways in which these insights can be used to take an informed, data-led approach to your strategy.

In this guide, we break down how engagement scoring works, what it can do for your organisation, and a roadmap to making it happen. We also explore your options for getting started with engagement scoring, including an overview of Trillium’s Engagement Scoring Accelerator for Dynamics 365 CRM.

About Trillium

Building better organisations
through better experiences.

Trillium creates intelligent CRM and digital solutions for Membership and Charity. Since being founded in 2010, the Trillium team has grown to over 50 people in London and Porto.

We have a deep understanding of the unique challenges membership organisations face and over a decade of experience in supporting our clients to overcome them.

As Microsoft Dynamics CRM Gold Partners, you know you are in the safest hands, whether you are new to Dynamics 365 or an existing user looking for a competent partner you can depend on.

Trillium always go the extra mile to understand how we work and have an exceptional level of technical expertise.
Lisa Munro, Senior CRM Analyst

Royal College of Physicians

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