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360 Degree Contact View
View everything you need to know about each contact on a single page and deliver a personalized experience with every customer or prospect interaction.
View everything you need to know about each contact on a single page and deliver a personalized experience with every customer or prospect interaction.
Build a detailed profile for each contact that includes contact information, communication history, social media profiles, interests, points of engagement, lead scores, and related tasks and notes. Access all of that information from a single contact page.
Because you’re working in the cloud, every team member—regardless of their department—can have access to view and update information on a contact’s page. Regardless of who is assisting your customer today, he or she will have all that customer’s historical data at their fingertips.
When every interaction that your staff has with a contact is tracked and updated in real time, the information therein will always be up-to-date. And when there is one source of information that everyone in your company is using, everyone pitches in to the data upkeep, producing cleaner, more accurate data to work with.
With everyone able to update the information on a contact’s page, you’re able to capture more data and insight more quickly. This drastically reduces inefficient overlap that occurs when two teams, working in isolation, gather the same information on the same contact. Your team will be able to focus more on high value tasks and less on data entry.
