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Why do teams need a 360-degree customer view?
When we hear ‘customer service’, we immediately think of customer support teams that handle customer concerns. However, in an increasingly omnichannel world, customer service, like any other function, is no longer a standalone role. All business functions need to work together to deliver consistent, personalised customer experiences, regardless of the touchpoint contacted.
This requires every team to know their customers inside-out and as a Bank User Number Data single entity. Thorough customer profiling is possible only if data flows frictionlessly across systems and teams. Also, hyper-personalised targeting, messaging, and servicing relies on comprehensive segmentation. Businesses can only create audience segments with rich data on customer behaviour from across sources.
Suppose a customer who recently purchased a product from you receives a discount code for their next order. However, the customer forgets to enter the code and realises it only after placing the order. They contact customer support to check if they can enter the code and process the discount from their end. For the customer service representative to do this, they should be able to view the customer’s purchase history, which falls under the purview of sales.
Or, to ensure that customers enjoy their offers, the customer support team suggests that the marketing team show a pop-up displaying a coupon code on the e-commerce site at checkout. Marketing teams need to personalise coupon codes and messages for each customer based on their purchase history – and this again, requires sales data.
Why should businesses use Salesforce Customer 360?
Apart from the above benefits that an all-rounded view of the customer offers teams, here are a few more ways in which Salesforce Customer 360 helps businesses: What is a CRM solution used for
1. Breaks down data silos
Isolated data in disconnected systems prevent teams from getting the full context of customer issues, resulting in a sub-par experience for the customer. Customer 360 breaks down silos by centralising data from multiple sources into a single, shared platform. It provides teams with complete context on every customer interaction or purchase, enabling them to make informed decisions.
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