YegertekKnow Your Customers Well Enough to Act on It
Customer insights built on a unified data model — connecting loyalty behavior, purchase history, service interactions, and engagement signals into a single view of the customer that your teams can actually use.
Overview
Customer insights programs often produce reports that no one acts on. Not because the data is wrong, but because the data is old, fragmented across systems, and delivered in a format that requires interpretation before it can inform a decision. Yegertek's customer insights capability is built on the shared data model across Engage 365, the CRM, and Rubix — so insights are current, connected to real customer behavior, and surfaced in the workflow of the team that needs to act on them.
The Challenge
- ✕Customer data fragmented across loyalty, CRM, service, and transaction systems — no single view.
- ✕Insights produced as reports delivered on a schedule, not as live signals available when a decision is being made.
- ✕Analysis that describes what happened but does not predict what will happen or recommend what to do.
- ✕Segmentation that groups customers by demographics when behavioral signals are far more predictive.
Our Approach
Customer insights are built on the unified Dynamics 365 data model — so loyalty transactions, service interactions, engagement events, and purchase history are all in scope. Rubix applies AI to this unified dataset to produce predictive scores and behavioral segments that frontline teams can act on, not just analytics teams that can study them.
Capabilities
Outcome-labeled features, not a laundry list.
Single customer view
Loyalty, purchase, service, and engagement data unified on one record
Behavioral segmentation
Segments defined by what customers do, not just demographic attributes
Predictive scoring
Churn risk, next purchase probability, and LTV predictions from Rubix's AI
Frontline insight surfacing
Insights delivered to store, call-center, and field staff in the Puzzle interface, not just to analysts
Next-best-action recommendations
AI-driven action prompts delivered at the point of customer interaction
Real-time insight refresh
Insights updated from live events, not from periodic batch recalculations
Business Benefits
Customer insights built on a unified, real-time data model inform decisions that static segment reports cannot support. Frontline staff with behavioral context close retention conversations more effectively than those working from demographic profiles. Predictive signals from Rubix allow the retention team to act before a member lapses rather than after. And because insights are delivered in the workflow rather than in a separate analytics tool, the time between insight and action compresses significantly.