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.
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 detail view page so with just one click you got all the information of your customer.**
In This Plugin, We have customized the contact and account detail page to showcase everything. We have also included new tabs as below.
- Journey Details Tab
- More Information Tab
- Customer Interaction
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.
](https://store.suitecrm.com/assets/img/addonassets/customer-360-view/screenshot--2020.07.17-14_29_48.png "screenshot--2020.07.17-14_29_48.png")
Here we have customize the activity panel of the suiteCRM by adding the filter options. when you click on scheduled calls at that time it will scroll down and open the activity panel with the filter option.
- First Purchase Date
- Last Purchase Date
- Total Revenue of that customer
- Purchased product till date
- Average Revenue of that customer
Along with that we have also implemented google map on billing and shipping related information as below.
Customer Journey Tab.
In Customer Journey Tab you can see all the information regarding your activities till date.
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.
Streamlined Case Tracking for Improved Customer Journey Visibility.
Users can now easily view related cases within the customer journey interface. With a simple click on "view log," they can stay updated on case statuses, enhancing their overall experience by providing seamless tracking and visibility throughout the journey.
Instant Case Status Updates via "View Log".
Clicking into the "View Log" feature enables users to instantly access and review the latest status updates for associated cases.
Seamless Note and documents Navigation: Enhancing User Accessibility.
Clicking on an assigned note linked to a contact or account effortlessly redirects users to the note section. However, it's important to note that the "View Logs" feature is not available for notes and documents. Also, clicking on an assigned document grants users direct access to download it instantly.
Opportunity Monitoring: Status Updates in View Logs.
Within the "View Logs" feature, users can access and track opportunity details alongside their current status.
Contact Module:
Check on Interaction Summary to view Customer Interaction.
Accessibility: Integrated Product, Order, and Abandoned Cart.
Accessing recorded details related to contacts now includes product information, enabling a comprehensive view of interactions. Additionally, users can review order and abandoned cart histories within the system. Click on "View All" it will redirect to the list of the associated records.
A). View Recent Purchases in CRM: Clicking into the URL of last 10 products purchased will now redirect you to the CRM's product section.
B). View complete Order History: Clicking 'View All' will now redirect you to the CRM's order ID list, where you can access your complete order history.
C). View Abandoned Cart Details in CRM Quotes: By clicking View Abandoned Cart, you'll be directed to the associated list of details within the CRM's quote section.
Track Interaction Rate and Spending Records by Date Range: Users now have the ability to view and check specific interaction rates and spending records within a selected date range.
Monitor Monthly Transaction Ratios: In addition to other features, users can now check the monthly transaction ratios. This allows for a comprehensive understanding of transaction patterns over time.
Account Detail Page - 360 View For Account.
All functionalities of Account is same as contact module.
Check on Interaction Summary to view Customer Interaction.
Accessibility: Integrated Product, Invoice, and Quote Details.
View Recent Purchases in CRM: Clicking into the URL of last 10 products purchased will now redirect you to the CRM's product section.
View complete Invoice History: Clicking 'View All' will now redirect you to the CRM's Invoices list, where you can access your complete Invoice list.
View complete Quote History: Clicking 'View All' will now redirect you to the CRM's Quote list, where you can access your complete Quote list.
Track Interaction Rate and Spending Records by Date Range: Users now have the ability to view and check specific interaction rates and spending records within a selected date range.
Monitor Monthly Transaction Ratios: In addition to other features, users can now check the monthly transaction ratios. This allows for a comprehensive understanding of transaction patterns over time.
For any assistants or the demo you can reach us at [email protected] any time.
