Customer View
Aggregate all of your customer data into our best-practice customer model
Overview
Aggregate all of your customer data into our best-practice customer model in order to deliver actionable insights across your organization.
- The 360º Customer View Element provides you with a single source of truth for all of your customer information. Everyone across your company uses the Customer 360 (C360) to access essential customer information such as Company Attributes, ARR, Health Score, Key Contacts, Expansion Opportunities, Support Cases, Risks, Renewal Date, and more.
- Teams share notes and collaborate using Timeline, making it easier and faster to prepare for, and record updates from, customer meetings.
- Aggregates all of your customer data into our best practice customer model to deliver actionable insights across your organization.
Included Assets
Customer View
- C360 Layouts (10) – Prebuilt layouts to track important customer attributes, customer health, success plans, and more.
- S360 Layouts (5) – Prebuilt layouts to track important customer attributes, customer health, success plans, and more.
CSM Team Management
- New MDA Object (1) – Capture ROI metrics on a monthly basis
- Rules (1) – Load your company snapshot to allow for aggregation
- Dashboards and Reports (12) – A variety of prebuilt dashboards to share with executives and managers, or for helping CSMs track important metrics like renewals, ARR, CTAs, and more”
