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The Problem

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The Impact

Website: https://www.aeraenergy.com/
Industry: Oil and Gas
Location: USA
Technology: Dynamics 365, Dynamics 365 CRM, Dynamics 365 Customer Insights, Dynamics 365 Marketing

Dynamics 365 Customer Insights Helped Aera Energy Generate More Sales

About Aera Energy 

Aera Energy LLC is a natural gas, oil exploration, and production company established as a joint venture between Shell and ExxonMobil. They aim to supply safe and affordable energy to Californians. Their vision is to lead the industry by responsibly delivering energy and unsurpassed value, creating success with customers. 

Challenges Inhibiting Aera Energy’s Outreach 

Understanding the customers’ preferences and behaviors and adapting strategies to meet their evolving needs is a continuous challenge. Adopting new technologies to stay competitive is a necessity, and enhancing organizational strategies is the call of the hour.  

  • The client wanted to balance global campaigns with understanding the local relevance and cultural nuances of a place to derive tentative preferences for different markets.  
  • Real-time interaction with customers was their primary ongoing challenge. Being up to date with the changing preferences of customers was essential for their company’s growth. 
  • Tracking the current ongoing interactions was also problematic for our clients. 

Once we became aware of their problems, we understood what resolution could benefit them. 

Empowering Aera Energy with Dynamics 365 Customer Insights 

We suggested the client go with Dynamics 365 Customer Insights, a powerful customer data platform (CDP) for businesses. It unifies customer data from various sources to generate insights on personalized experiences. Data integration capabilities allow data from multiple sources—like CRM systems, ERP systems, marketing automation tools, and third-party sources—to be integrated into a unified customer profile.  

Dynamics 365 Customer Insights for Better Scaling Opportunities 

  • The solution provided a 360-degree customer view as it creates a comprehensive and unified view of each customer by consolidating data from various touchpoints. This includes transaction history, interactions, preferences, and behaviors. 
  • It has supported segmentation of customers based on behaviour, demographics, or other attributes.  
  • It has helped in the identification of high-value segments and understanding their preferences.  
  • This has also enabled predictive modelling to forecast customer behaviour, such as the likelihood of churning or making a purchase.  
  • With its help, targeting the right audience with personalized offers or interventions became possible. 
  • It has provided real-time data processing capabilities, ensuring that insights and analytics are based on the most current customer data available.  
  • Our client is now capable of building customizable dashboards and reports by integrating with other Dynamics 365 apps like Sales and Customer Service to enhance cross-functional capabilities. 

Key Performance Metrics Improvement

$2.08 billion

Annual Turnover


Total Workforce