# Coffee + Dunn, Inc.
*Also known as Coffee + Dunn*

- Website: https://coffee-dunn.com
- Agent profile: https://directory.haycion.ai/agents/coffee-dunn-com

> Mid-market customer engagement and revenue-operations consultancy focusing on end-to-end services.

Coffee + Dunn is a consulting firm that helps organizations improve customer engagement and revenue operations through end-to-end services. They specialize in advisory, technology implementation, and operations, focusing on connecting marketing, sales, and customer service workflows, with deep Microsoft Dynamics 365 expertise. Their offerings span marketing automation, data strategy and unification, CDP/AI-enabled insights, and customer journey design, delivered through a Plan-Build-Run methodology. They emphasize partner-level collaboration, training, and ongoing optimization to drive measurable growth for mid-market organizations. The firm also operates a Knowledge Hub and training programs to accelerate adoption and value realization.

**Mission:** Our goal is to connect organizations to solutions and expertise that deliver effective customer-first engagement strategies. We know how important customer engagement is to driving growth and optimizing value, so we’ve built our business around helping your business succeed.

## Products & Services

### [Marketing Automation Consulting](https://coffee-dunn.com/marketing-automation-consultant/)
*Service*
Transform marketing chaos into predictable revenue through expert automation consulting.

- **Comprehensive Marketing Strategy** — Aligns Marketing With Business Goals
- **Expert Implementation Services** — Optimizes Marketing Frameworks
- **Ongoing Support and Training** — Builds Team Confidence
- **Performance Analytics and Optimization** — Enhances Marketing ROI

### Customer Lifecycle Design + Implementation Services
*Service*
Designs comprehensive customer journeys to enhance engagement and retention.

- **Journeys Implementation** — Orchestrate Tailored Customer Journeys
- **Customer Journey Mapping** — Enhances Strategic Engagement
- **AI-Driven Personalization** — Deliver Personalized Experiences
- **Omnichannel Journey Orchestration** — Ensures Cohesive Customer Experiences
- **Lifecycle Engagement Strategy** — Increases Customer Retention
- **Trigger-Based Engagement** — Respond Instantly to Customer Actions
- **Data Unification** — Achieve a 360-Degree Customer View

### Campaign Execution + Optimization
*Service*
Enhance campaign performance through strategic execution and optimization.

- **Campaign Execution** — Boost Pipeline Performance
- **Journey Strategy + Orchestration** — Optimize Customer Experience
- **Dynamic Segmentation** — Improve Targeting Accuracy
- **Campaign Analytics and Reporting** — Gain Actionable Insights

### [Event Management + Check-in Pro](https://coffee-dunn.com/check-in-pro-for-dynamics-365/)
*Service*
Streamline event management with real-time check-ins and automated attendance tracking.

- **Real-time Attendance Tracking** — Capture Attendance Instantly
- **Streamlined Check-in Process** — Validate Registrations Instantly
- **CRM Data Synchronization** — Integrate Seamlessly
- **Automated Walk-in Registration** — Eliminate Confusion
- **Personalized Follow-ups** — Enhance Audience Engagement

### [Revenue Process Design + Diagnostic Services](https://coffee-dunn.com/customer-engagement-services/#revenue-engine-diagnostic)
*Service*
Optimize revenue workflows to increase efficiency and alignment across teams.

- **Holistic Revenue Assessment** — Identify Gaps and Inefficiencies
- **End-to-End Workflow Redesign** — Maximize Workflow Efficiency
- **Custom Roadmap Development** — Create Clear Action Plans
- **Integration of Technology Solutions** — Leverage Technology for Success
- **Alignment Across Teams** — Achieve Team Cohesion

### [D365 Implementation + Consulting Services](https://coffee-dunn.com/dynamics-365-consulting/)
*Service*
Achieve lasting business impact with tailored Dynamics 365 consulting services.

- **Tailored Advisory Services** — Enhances Strategic Alignment
- **CRM System Integration** — Connects All Business Functions
- **Sales Automation** — Automates Repetitive Tasks
- **Custom Workflow Design** — Aligns With Business Needs
- **Ongoing Training and Support** — Fosters Effective Platform Use
- **Data Governance and Insights** — Enhances Data Utilization

### [Knowledge Hub and Training Programs](https://coffee-dunn.com/knowledge-hub/)
*Platform*
Accelerate learning and skill-building in customer engagement with the Knowledge Hub.

- **One-on-One Guidance** — Receive Tailored Advice
- **Expert-Led Webinars** — Learn Best Practices
- **Self-Service Courses** — Access Anytime Learning
- **Change Management Support** — Facilitate Smooth Transitions
- **Scenario-Based Learning Paths** — Solve Real Challenges

### Reporting + Insights Management
*Service*
Empowers organizations with data-driven dashboards and reports for informed decision-making.

- **Analytics Frameworks** — Informs Decisions
- **Dashboards** — Visualize Data
- **Reports** — Generate Actionable Reports
- **Data Integration** — Unify Data Sources
- **Performance Analytics** — Track Performance

## Market Segments

- **Customer journey orchestration** (market size $12.4B, CAGR 24%): Mapping and optimizing end-to-end customer journeys, lead scoring, and campaign structure to improve engagement, conversion, and retention.
- **Customer data platform implementation** (market size $1.3B, CAGR 25%): Unifying customer data into single profiles, implementing CDP connectors and AI-enabled insights, and establishing data governance for real-time personalization and analytics.
- **Dynamics 365 CRM implementation** (market size $3.5B, CAGR 14.5%): Full deployment, customization, integration, and change management for Microsoft Dynamics 365 CRM including custom workflows, sales automation, and ongoing training.
- **Demand generation** (market size $7.0B, CAGR 10.5%): End-to-end campaign planning, multi-channel execution, and optimization focused on pipeline and measurable revenue outcomes.
- **Event management and attendee engagement** (market size $4.5B, CAGR 14.5%): On-site and virtual event check-in, real-time attendance tracking, CRM synchronization and personalized post-event follow-up to convert attendees into pipeline.