A Single View of a Customer Includes What Data?


Share on LinkedIn

Single view of all data
September 18, 2007 – 12:57 pm

Is this an overused phrase? A single view of your customer? For some tools it certainly is. For good, fully functional CRM it is not. What are important views:

* Leads
* Trouble Tickets
* Sales opportunities
* Orders
* Inventory Status
* History
* Activity defined as meetings, calls, events.
* Emails pertaining to this customer
* Commissions paid
* Shipment info
* And what else….


Please use comments to add value to the discussion. Maximum one link to an educational blog post or article. We will NOT PUBLISH brief comments like "good post," comments that mainly promote links, or comments with links to companies, products, or services.

Please enter your comment!
Please enter your name here