A unified customer picture in real time
Having access to an aggregated customer picture in real time is critical to delivering timely and personalized service. With a platform that aggregates all customer data, history and ongoing cases, businesses can create a seamless customer experience and make more informed decisions.
A central source of customer information
With a centralized customer information platform, you can collect and view data from multiple systems in a unified way. Instead of jumping between tools, your employees get access to a complete picture of each customer right in one interface. This creates faster decisions, better service and more efficient workflows.
View customer information on four levels
Organizing and visualizing customer information at four levels — group, company, department and contact person — provides in-depth insight into each relationship. This structure allows you to quickly navigate between the big picture and the details, streamlining management and improving the customer experience.
Simple integrations — that's how it works
Creating simple integrations is about connecting systems to share and use data without complex engineering processes. It allows information to flow smoothly between platforms and users get access to the right data at the right time.
Preparing for integration
Creating a successful integration between different systems requires careful planning and preparation. By mapping needs, analyzing processes and ensuring technical compatibility, you can build a solution that is both efficient and sustainable.
PRODUCT DEMO
Customer Information
Summary of customer information
1. Real-Time Customer Information
Real-time data gives employees instant access to up-to-date customer information, enabling faster decisions and more accurate solutions. This improves both the customer experience and the efficiency of the business.
2. A unified customer picture
By collecting all customer history, ongoing cases and interactions in one interface, employees get a complete overview. This eliminates the need to switch between systems and improves decision-making.
3. Proactive customer support
With insights from customer information, companies can identify trends and act proactively. By anticipating customer needs, problems can be resolved before they escalate, creating a better experience and strengthening customer loyalty.
4th. Real-time analytics for improved service
Real-time analytics of customer data provide deeper insights into behaviors and preferences. This makes it possible to customize the service and offer personalized solutions that increase customer satisfaction.
5. Integration of multiple systems
By connecting different systems through a centralized platform, customer information can be shared and used seamlessly. It improves workflows and ensures that all employees have access to the same up-to-date data.
6. Automated case management
Customer information is used to automatically prioritize and allocate cases to the right employee or digital agent. This reduces response times and increases the efficiency of customer service.
7. Data quality and security
High-quality and secure handling of customer information is essential. By regularly updating and cleaning the data, the risk of errors is minimized, and security measures protect sensitive information.
8. Strengthen sales with customer insights
By analyzing customer data, companies can identify opportunities for cross-selling and up-selling. This creates relevant offers that not only increase sales but also customer value.
Curious about how you can simplify your customer service?
Book a free demo and see how you can manage cases faster, increase customer satisfaction and empower your employees with smart, AI-powered solutions.
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