Customer 360 View

Discover everything about your customers and account starting from their first interaction with you to the average revenue generated by each of them. The plugin will empower you with the ability to improve each interaction with your customers and nurture long-term professional relationships with them.

SKU: 21b319d5-25b4-4e2e-a580-a6cd13029407 Categories: , , , ,

Description

Brainvire provides an effective solution and service with the SuiteCRM and Customer 360 integration.

With Customer 360-degree View, you can be more precise in your customer and account segmentation and develop targeted marketing campaigns for each segment.

Keys features :

1.Display all types of activities data (Calls,meetings,Emails,Tasks)
2.Display count of Invoice and quotes
3.Display first purchase data that helps us to know first point of contact date
4.Display last purchase data that helps us to know recent point of contact date
5.Display total lifetime sales of the contact and account
6.Display purchased product data till date
7.Display average Revenue of the contact and account

We have given 360 view on Contact detailview page so with just one click you got all the information of your customer.

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In This Plugin, We have customized the contact and account detail page to showcase everything. We have also included 2 new tabs as below.
– Journey Details Tab
– More Information Tab

Contact Detail Page – 360 View For Contact

Below is the screenshot for contact detail page.you can see that we have cover up all the default modules of suiteCRM.

![screenshot--2020.07.17-14_29_48.png](http://suitecrmplugin.com/wp-content/uploads/2021/05/screenshot--2020.07.17-14_29_47.png "screenshot--2020.07.17-14_29_47.png")

Here we have customize the activity panel of the suiteCRM by adding the filter options. when you click on scheduled callsat that time it will scroll down and open the activity panel with the filter option.

screenshot--2020.07.17-12_54_34.png

activitiespanel.png

  • First Purchase Date
  • Last Purchase Date
  • Total Revenue of that customer
  • Purchased product till date
  • Average Revenue of that customer

screenshot--2020.07.17-12_54_35.png

Along with that we have also implemented google map on billing and shipping related information as below.

graph1.png

graph2.png

Customer Journey Tab

In Customer Journey Tab you can see all the information regarding your activities till date.

screenshot--2020.07.17-14_29_47.png

When you click on + sign then we have given more detail information of that activity. also when you click on “View all changes” button on right side then it will redirect to change log page on a separate tab.

MoreInfo.png

More Information Tab

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  • Last 10 Product Purchase
  • Invoice History
  • Quotes History

screenshot-aurocrm.demo.brainvire.com-2020.07.08-15_32_05.png

Account Detail Page – 360 View For Account

All functionalities of Account is same as contact module.

screenshot-localhost-2020.07.17-15_16_34.png

For any assistants or the demo you can reach usat crmsupport@brainvire.com any time.

1 review for Customer 360 View

  1. kevinc – 2:26 pm October 26th, 2020

    Love this add on — there is simply no better way to collect all the relevant customer data in one place and quickly see and analyze every important data point for a customer. I love all the information it displays and the ability to track the customer journey has been very useful. We were also able to have Brainvire customize it a bit for out specific needs — I highly recommend it

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