Customer 360 journey summary

A 360 view in one click

Customer data lives separately in the CRM, support, billing and marketing tools. Before each conversation, the agent opens several systems to piece together the customer's story, and decisions are made on a partial view of the journey.

The automated workflow

A structured process for fast, reliable results.

Connecting data sources

CRM, ticketing, billing, marketing automation and other systems holding customer data are integrated.

Aggregation and analysis

Interactions, transactions and events are consolidated into a single timeline, with the key moments highlighted.

Enriched customer profile

A summary profile is generated with a health score, detected preferences, points of attention and opportunities.

Real-time updates

The profile is refreshed with every new interaction, transaction or event detected.

Tangible results

1 click

Access to the full customer view

-70%

Preparation time before a call

1 timeline

CRM, support, billing and marketing together

Up and running in 4 to 6 weeks

From specification to deployment, with visible results from the first few weeks.

Rapid scoping (1 week)

Working prototype at the halfway point

Deployment and training included

Frequently asked questions: Customer 360 journey summary

CRM (Salesforce, HubSpot, Dynamics), support tools (Zendesk, Freshdesk), billing (ERP, billing tools), marketing (Mailchimp, Brevo) and any source accessible via API.

The score combines interaction frequency, purchase recency, complaint volume, marketing engagement and usage indicators, with weightings configurable to your business.

Yes, the summary is built into your CRM as a widget or dedicated tab, accessible from the contact record.

Yes, processing complies with the GDPR: data encryption, role-based access and full traceability of who viewed what.

More workflows: Customer Service

Risk identified 3 months before departure

Churn signal detection

A customer's departure is usually noticed at cancellation, once the decision has been made. Yet Bain & Company's work shows that a five-point rise in retention translates into a 25 to 95% increase in profit, and the warning signs, falling usage, repeated complaints, disengagement, are already in your data.

4 to 6 weeks

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Every purchase triggers a follow-up

Automated after-sales follow-up

The weeks after a purchase decide the relationship, and that is precisely when follow-up slips for lack of time. Messages stay generic, reminders arrive at the wrong moment, and opportunities for loyalty or cross-selling are missed.

3 to 4 weeks

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-50% response time

Customer support assistant

Repetitive questions about products, orders and services take up most of support teams' time. Response times lengthen, answer quality depends on the agent handling it, and customers compare with the responsiveness they find elsewhere.

4 to 6 weeks

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See all workflows: Customer Service