There is only one field in which the information is entered. This applies regardless of whether it is a contract number, the name of the contract partner or an address, for example. After the search, the employee then receives all the important information about a customer at a glance and on one page - centrally, across channels, consistently.
Customer 360° is simple, flexible and high-performance. This means that we work with our contractual partner to determine which data should be displayed on the overview page and which surrounding systems it comes from. Examples of possible data include inventory data such as master data, contracts, complaints and third-party products, CX and CRM data such as inquiries and processes, campaigns, appointments and notes, external data such as social media and analytical data such as next best action and cross-selling and up-selling.
For a better understanding, here is an example of a 360-degree belgium consumer email list customer view for an insurance company: Personal data such as name, address, telephone number and contract numbers are displayed. What is special is that information such as the addresses of the insured buildings, the claims settled with the claim number and year, and the amount of the claim payment are also displayed. Data and information on the documents sent are also listed.
In previous practice, the employee needed several clicks to get from the partner application to another system to retrieve the information. For example, the employee copies the contract number, calls up the surrounding system and inserts it into the surrounding system. From there, the relevant system mask can be accessed. The employee often uses two monitors for this. With Customer 360°, this is not necessary. The surrounding system and the relevant information can be called up directly from the overview page. For example, the existing system can be quickly accessed or a change offer can be created. And all with significantly fewer clicks.