If you are an entrepreneur, don’t you think your organization phone number database would benefit from a centralized customer data system? Customers are the backbone of your business, but do you know how they interact with your product? The answer to all these questions is to install a CRM that provides unified customer data .
Vtiger’s One View is the perfect solution to drive sales, marketing, and customer support. It provides a holistic view of customers that improves cross-departmental collaboration and highlights improved customer experience .
The latest data collected by different teams allows organizations to get unified customer data. One View helps collect and display data collected from customer interactions across multiple touchpoints. A business can gain extensive customer knowledge based on invoices, quotes, issues, chats, etc. Different teams with access to this data will collaborate better and take action quickly.
Six Benefits of Using Vtiger One View
Vtiger One View helps in achieving one customer view and effectively improves business operations both within and across teams. It ensures free flow of customer data and encourages teams to take quick actions to improve business performance.
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A single view of the client
Different teams in an organization build a rapport with their customers, which helps them deliver great solutions. For example, marketing teams gain enough knowledge about customers to know what products and services customers are likely to buy. Sales teams assess customer requirements and predict which products will sell more. Support teams have a clear picture of customer problems and how to solve them.
But this information is scattered across teams. How many teams share this data with each other to work towards one goal – increasing sales? Fragmented data creates complexity, and teams end up spending more effort searching for data rather than focusing on customer needs.
A 360-degree customer view is an ideal solution to reduce departmental silos. It helps capture all the important data – contacts, deals, cases, events, etc. – in one place. It prevents you from switching between screens to search for data. It takes less time and allows you to make informed decisions without much hassle.
Increase customer engagement
There is more to a customer’s history than just contact information and emails (or other interactions). It is important for a business to track customer interactions, their priorities, and needs without deviation. For example, sales reps often discuss strategies based on phone calls or notes taken during meetings. However, little information can be gleaned from a two-minute conversation, and other team members will not know what actually happened during the conversation.
This is where One View with its 360-degree view of customers works in your favor. You have access to historical data - previous interactions, observations, customer purchase history, their social media interactions, their problems, and so on. When this 360-degree customer data is shared across different teams in the organization, it helps improve the effectiveness of marketing, sales, and support.
You will know how to interact with your customer, be prepared for meetings, and impress them with your knowledge. This helps in delighting the customer and maintaining customer loyalty in the long run.
Ensuring uninterrupted customer service
The Vtiger One view allows you to display multiple customer touchpoints. You gain valuable insights into your customers’ past behavior and how your teams have responded to customer issues, allowing you to deliver a seamless customer experience.
Eliminating gaps and tears
Customers often change their minds about continuing to use a product or service. With One View, you can learn what makes your customer unhappy, whether your company is really living up to expectations, why your customers want to go elsewhere, and why they abandon your services. You can also close gaps by assessing your customer journey and ease engagement by closing loopholes.
Increase customer loyalty
Despite the exceptional service you provide or the world-class product you sell, there is no guarantee that your customers will stick with your company. Finding a customer is one big task, but retaining them in the long run is even more difficult. With One View, you will have data that you can analyze and deliver a delightful customer experience by having meaningful conversations and taking positive actions. A personalized approach is sure to increase customer loyalty.
Create superior predictive analytics
Your data should allow you to generate useful information about your teams and your customers. Historical customer data helps you learn about purchasing patterns and informs you about their future interactions with the product. One View gives you insights into customer behavior in relation to your campaigns, products, and the services you provide. One View helps you with predictive analysis and develop clear strategies that will help increase sales.