Customer 360°

Customer 360° for Creatio allows creating a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

Use cases:

• Focus on your customer. Quickly analyze the customer's portrait to determine his profit and pinpoint the next steps for his growth.

• Keep your database updated and unique in a couple of clicks.

Key features:

• Organize your contacts and accounts database to build successful communication and strong relationships with your customers.

• Manage the completeness of information on your customers, their contacts, communication options, adresses and job experience.

• Segment customers by using dynamic segments, which are filled automatically based on the set parameters.

• Build relationships with customers based on a timeline history of their communication patterns.

• Identify and eliminate duplicate records in order to manage your customer database more efficiently.

• Customize dashboards to keep an eye on the key performance indicators.

• Simplify the way you hold and share your data across the different resources with flexible data import and export tools.

• Manage the access levels to the customer profile based on adjustable access permission tools.