Achieving a Single Customer View


Having all your invaluable customer data in one place with Cloud CRM allows you to achieve a Single Customer View.

The Single Customer View is the linking of all your data from various sources about a specific customer into one place. The Business Cloud allows your enterprise to manage a whole range of complex data without the need for overly expensive data management solutions.

With the Single Customer View in our Cloud CRM software you are able to get the most out of any project that your business decides to embark on and ultimately improve your efficiency. Here are just some of the things that can be associated with specific customers in your system:

Documents: You are able to attach word documents and other types of media to the CRM profiles in your database. Because of the integration with our Online Disk app there’s no restrictions on file types so if you need to create digital media projects for a client you can attach all the relevant pictures and videos too.

Email: View the full history of your correspondence with a client so that you can put any support queries they make into context. Sometimes it is difficult to understand what a client wants or picture the specific problem they are having, but being able to see all your previous dialogue can often be the key to understanding.

Quotes: Keep track of any quotes that you send out to clients in the Cloud CRM app too. This avoids mistakes that could cost your business a lot of money.

Full correspondence history: Because the Cloud CRM app allows you to associate files with single customers or companies you can easily scan any physical correspondence you receive from them and add it as a PDF.

Financial data: Integrate with other Business Cloud apps to keep the entire payment history of your customers in one place. Check to see when they were billed, when payment was received and when they are due to be billed again.

Product history: Store a historical record of what the customer purchases and any service requirements or issues they might have had. This is essential if you plan on marketing to your existing customers and offering upgrades or replacements for your current product line.

Of course all this information is only valuable if you actually do something with it – so take advantage of the vast wealth of customer data you can accumulate in the Cloud CRM app today!

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