Unified Customer View
"See the complete relationship"
Every person who interacts with customers sees complete relationship context where they already work. Sales sees support tickets, support sees sales commitments, marketing sees engagement patterns.
Deep dive into the Unified Customer View
The Question It Answers
Who is this customer, really?
What It Enables
The Unified Customer View creates a single source of truth for every customer relationship. Instead of fragmented views across CRM, support, marketing, and service systems, everyone sees the complete picture.
Sales sees
Support tickets before calls
Support sees
Sales commitments before issues
Marketing sees
Content engagement patterns
Leadership sees
Health without custom reports
Deep Dive Presentation
Explore the Unified Customer View concepts in this interactive presentation.
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Related Episodes
From the Value-First Data series on Value Path stages