In today’s competitive business environment, understanding your customers is not just an advantage—it is essential. That’s where Brainvire’s SuiteCRM plugin, Customer 360-Degree View, steps in. This integration provides a comprehensive snapshot of customer interactions and revenue contributions that empower businesses to refine their approaches, ensuring every customer engagement is impactful.
Unveiling the Customer 360-Degree View
The Customer 360-degree View delivers a multidimensional perspective on each customer relationship. From initial contact to the cumulative revenue generated, the plugin supports precise segmentation and targeted marketing campaigns.
Comprehensive Customer Activity Data
- Activity Records: Track all interactions including calls, meetings, emails, and tasks.
- Transaction Tracking: Access data on invoices, quotes, and capture the total lifetime sales per contact and account.
- Purchase History: Review first and last purchase details to identify critical engagement points.
- Revenue Insights: Consider average revenue indicators to assess customer value.
Tracking the Customer Journey
The Customer Journey Tab furnishes users with detailed insights into past interactions, allowing seamless tracking. For instance, users can easily access and review the last status updates of related cases through the “View Log” feature, enhancing visibility.
Integrated Information Access
By clicking an assigned note linked to a contact or account, users are redirected to the note section, facilitating easy data tracking. While downloadable documents are accessible directly, note the “View Logs” feature isn’t applicable for notes themselves.
Enriched Product and Order Details
Viewing recorded contact details now encompasses associated product information, providing a holistic view of customer dealings. Additionally, order and abandoned cart histories are readily reviewable, enhancing strategic planning for engagement.
Effortlessly click “View All” to navigate to associated records, reinforcing your operational insights seamlessly across both contact and account modules.
Should you require assistance or a demo, feel free to reach out to Brainvire at crmsupport@brainvire.com.
Discover the simplest way to harness real-time customer insights with Glances Integration. Act as your go-to productivity hub, integrating SuiteCRM with your favorite workplace apps.
Whether you’re a business owner or a marketing specialist, leveraging the SuiteCRM and Customer 360-degree View integration by Brainvire is instrumental in achieving a refined approach to customer engagement.
