cdp links all customer activities into a single customer profile, and enhances the profile with behavioral and predictive analytics. this is collectively referred to as the “360 degree profile of a customer” that you can leverage for all your marketing activities and customer interaction. the search queries the data from the individual customer records, and links to the 360 profile of the customers in the search results. to find a customer, you simply need to enter the full or partial value of one or more search attributes. for instance, you can find a customer whose email is “email@example.com” in the search results, by simply searching for the term “john” in the email address field, click on “search”. if you know the customer’s first name is “john”, and his last name starts with a “d”, you can search by that information in the first name & last name fields: the search results will include the records that match those criteria. you can always navigate from each search result to that customer’s 360 profile ui.
the customer 360 search functionality is capable of searching for multiple words at once. this is an or search : it will search for all customers that have a last name equal to “gunnarsen” or “guhnnarsen” or “ghunnarsen”. the 360 profile of a customer contains all the data processed and augmented by cdp. if you have provided cdp with custom attributes for customers/ transactions/products, they will not be displayed by default. if you type the full email address of a customer (including the domain after the @ symbol), the search will interpret this and return both the list of customers that match whatever is before the @ and the list of customers that have an email address with the domain you just entered. firstname.lastname@example.org” as the first result, and then both the list of customers that have an email address starting with “john.doe” but also the customers that have an address “@aol.com”. below are some of the attributes exposed in the 360 profile for specific entities.
at sciencesoft we understand that gaining deep knowledge about customers is one of the primary challenges for companies striving to build long-term customer relationships. our team has prepared this salesforce demo for a bank to show you how the platform can help you create 360 degree customer profiles.
for this purpose, they may need the following data sets displayed in our salesforce crm demo: we at sciencesoft think that the more information a company collects about its customers, the easier it becomes to provide products and services that a particular customer wants. in this regard, our salesforce demonstration shows that salesforce has all the components needed to create 360-degree customer profiles that can become a centralized hub of a company’s knowledge and insights about its customers.
the 360 profile of a customer contains all the data processed and augmented by cdp. the information in customer 360 profile enables you to understand the customer 360 profiles¶ customer data platform (cdp) integrates all your customer data, processes the ingested customer records, standardizes these individual use the customer 360 global profile data connector to access global profile data from connected orgs, along with other salesforce and remote data, for, customer 360 view dashboard, customer 360 view dashboard, customer 360 view salesforce, crm 360-degree view of customer, customer 360 data model.
a 360-degree view of a customer is a collection of all your customer data in one place. from the basic contact information on customers, to all their past and present purchasing data and all interactions with customer service, as well as their social media behavior. benefits of 360-degree customer profiles create a single information source about customers for different departments. increase transparency between what would measurement and activation look like if you knew that every profile you have is complete and accurate? our multi-patented approach to customer building a customer 360 is not as simple as bringing customer data together into one system., 360-degree view of customer in banking, 360 degree view of customer ppt, customer 360 view architecture, 360-degree view of business, 360-degree view video, 360 degree view camera, customer 360 attributes, customer 360 implementation, customer 360 challenges, customer 360 database. what is a 360 view of a customer? what are the seven elements of the 360 customer experience? how do you implement customer 360? what is salesforce customer 360?
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