It becomes very tedious to hop into different areas of the application to get the information about the customer in any system. For e.g. an XYZ bank has millions of customers and the customers can be lead, opportunity, exiting, old etc. Customer can have account of different types like Loan (Personal, Housing, Vehicle etc.), Mortgage, Investor, Saving, Fixed, Current etc. Account can be operable by single customer, dual and triplicate. Customer can be nominee in his own relative account etc.
When you need all the information or a 360 view about any customer then you need to traverse through all of these modules collect all the information to know about a customer.
What about a single page to have all the information regarding a customer? Customer360 is a product which gives you all the information about the customer on one single page. The solutions is a plugin which can be integrated into MS Dynamics CRM (Online & On Premises) as well as in SalesForce. In fact, this solution can fit into any CRM where user needs a customer 360 view.
Our clients claim that this solution have enhanced their productivity by 71% to 89%.
- One page solution
- Integrations : Social Media,SMS & IVR
- Easy to use & configure