A Single View of a Customer Includes What Data?

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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….

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