Edit Kin + Carta, a leading data, customer acquisition, and retention specialist within Kin + Carta plc, has been appointed by the Royal Institution of Chartered Surveyors (RICS) to implement Microsoft Dynamics 365 Customer Insights.

The project forms part of an ongoing initiative by RICS to transform its member relationships via offering greater access to courses and remote learning opportunities, enhancing communications, and creating a more personalised relationship with its membership base.

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Dynamics 365 Customer Insights is Microsoft’s leading enterprise customer data platform. Named as a leader in The Forrester Wave™: Customer Analytics Technologies, Q3 2020, the platform brings together transactional, behavioural, and demographic data in real time to create a 360-degree view of a business’s customers.

Dynamics 365 Customer Insights already has a well-established client base, including Tivoli, UNICEF Netherlands and Campari, and Edit have completed numerous engagements. Kin + Carta and Microsoft have been engaging with RICS since summer 2020 and this installation represents the next phase in a journey which has involved additional consultation to support RICS in their digital transformation.

Edit Kin + Carta’s joint Managing Director, Rob McGowan, comments, “RICS is a globally renowned membership organisation representing over 134,000 highly qualified trainees and professionals across five continents. We are, therefore, delighted to be recognised for our marketing technology and campaign pedigree, via our appointment to support them with the implementation of a class-leading customer data solution.”

Lynette Gilbey, Head of Business Intelligence at RICS, adds, “Adopting Microsoft Dynamics 365 Customer Insights platform allows us to greatly increase the understanding we have of our members’ interests and preferences. This will allow RICS to add far greater levels of personalisation to our marketing and communications, benefiting existing members and supporting future growth.  Dynamics 365 Customer Insights offers all the features of a class-leading customer data platform whilst natively integrating with the wider Microsoft tech stack. As existing users of Microsoft Azure and Power BI, that really won us over.”

Marie Abery, Dynamics Business Group Lead at Microsoft, concludes, “Since Edit Kin + Carta became a Microsoft Gold Partner in early 2020, our relationship has gone from strength to strength. Their background in campaign delivery means they really understand how marketing and technology teams can extract the most value from Microsoft Dynamics 365 Customer Insights.

When working with RICS, their consultancy played a pivotal role in communicating the platform’s potential in relation to the specific needs the organisation had. We look forward to seeing the benefits the platform conveys to RICS’ global membership base.”

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