Smart integrations
Multiple sources in one clear overview.
Direct action
Get started right away with your customer.
Simple search
Find your customer in a heartbeat.
Multifunctional
Always useful information available.
Customer View
The ‘Customer View‘ solution unites various sources in one well-arranged ‘wiki page‘ about your customer.
This way after-sales information from your DMS can be comined effortlessly with sales opportunities from your CRM system. Current work orders are presented alongside sent email campaigns and lead trajectories. And last but not lead: A customer's GDPR contact preferences. This overall picture of your customer is very valuable in all customer journeys and will be used frequently throughout your organisation.
- All customer details in one place
- Very usefull for reception staff
- Save on license costs for your CRM / DMS
- Create leads directly and register contacts
- Everything from one environment