Customer Information
Source: CRM
Role-based views of relevant customer information,
indexed from your CRM system.
Activities
Source: CRM, Ticketing System(s)
View recent customer case history, and drill down into any areas of interest or concern.
Opportunities
Source: CRM, Opportunity Management
View a list of all current opportunities within an account, extracted
and indexed from your CRM system, to help you make the most of every interaction.
Facets
Source: All Data
Visual dashboards provide a view of all related information. Data is rolled up from various sources, and users can drill down for more detail from the source.
Communications
Source: Email/Messaging Systems
View a current list of all recent customer communications, across
all channels: email, phone and social media.
Documents
Source: Document Management System(s)
Instant access to account-specific documents, such as proposals, contracts and SOWs sourced from a variety of document repositories and available for instant preview without the need to download the complete document.