Customers 360

2 min

Discover how to:

Monitor and Analyze User Activity: Gain insights into customer behavior through Overview, Actions, Usage, and Activity.
Enhance Customer Understanding: Utilize Tags, Health Scores, CSM Rating, Promoter Score, CSAT Score, and Lifecycles to gauge customer satisfaction and interactions.
Manage Client Relationships: Learn the practical skills to interact with clients through Notes, Tasks, Client Interactions, Task Creation, Tickets, and People.
Optimize Communication: Streamline your communication process with tools to Add a Note, Send an Email, Add a Task, and manage other Client Interactions.
Access Financial Insights: Explore the Metrics, Financial data, and Custom data sections to obtain a clear financial view of your business relations.
Efficiently Organize Resources: Manage your files, campaigns, and other resources effectively through Files and Attributes sections.