Data visualization for Customer 360

Customer 360 visualization for customer-facing agents

Whether it’s to identify the best next action, understand historical context or find an up-sell opportunity, employees on the frontline need fast and clear customer insight.

There’s a bewildering volume of data available to them, and speed is critical. Presenting information as intuitive visualizations built into existing customer relationship management (CRM) tools, agents can join the dots and make the right decisions, quickly.

Let’s look at some examples.

Advanced graph visualization makes complex customer data easy to understand. With powerful filtering, agents can drill down to reveal just the information they need to know to make the right decision.

Armed with timeline visualizations, customer-facing agents can get an at-a-glance overview of a customer journey and understand sequences of interactions as they happened.

Strategic planning with Customer 360

Where customer-facing agents use insight to manage specific interactions, business leaders turn to Customer 360 views to uncover, understand and predict business trends.

This audience needs a view of many different customers simultaneously. When they understand aggregated data they can see correlations in behavior, make predictions to reduce risks, and uncover opportunities to exploit.

Using a ‘global’ view of customer data, it’s possible to identify and predict patterns of behavior that could inform strategic decisions. Visualization techniques, like node combining, make larger datasets easier to navigate.