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How to achieve a comprehensive view of the customer?

Posted: Wed Jan 22, 2025 5:21 am
by shukla7789
What are the four stages that feed information into a comprehensive customer view supported by CRM and Master Data Management? Powerdata.
The key to improving services and enhancing the life cycle of each customer is to have accurate tools that allow us to collect data, keep it updated and use it to make decisions in real time. With correct, complete and updated data we can achieve a comprehensive and strategic vision of our business .


With the right CRM work, it is possible to know specifically what our customers buy, why they do it, when, with what payment methods, whether or not they are satisfied with their purchases and many other behaviors more closely linked to their consumption. All this information is an incomparable resource when it comes to adjusting processes and experiences for our customers and creating loyalty strategies based on real situations. In short, this means a great step in improving customer relationship management and a gain in effectiveness and productivity that allows us to ensure that information is easily tracked and managed, especially if it is integrated with an effective Master Data Management solution .

The right data management strategy will cover everything from application integration to data duplication and standardization to managing multiple complex hierarchies.

A comprehensive customer view or customer 360 view office 365 database light on the four stages of the customer service life cycle so that, based on the data collected , we can extract all the value of the knowledge that will allow us to maintain customer loyalty.



MDM: How to create a single view of the customer, improve the customer experience thanks to the management of your master data


What are the 4 stages of a comprehensive customer vision?


From the moment a prospect begins to search online for information about a product or service to meet their needs, the company must begin to record the data that will allow it to better understand their habits, preferences and needs. Thus,  with constant work to collect information at different points of contact, the comprehensive vision that every business needs to function strategically will be forged, and which does not end when the sale is made, but continues once it has been closed, to lead the company to take advantage of future opportunities.

The stages that must be reflected in the information that helps  document the life cycle of each consumer to allow the company to obtain a comprehensive view of the customer are:



Prospect Discovery: Customer service begins while customers are still potential and is achieved through direct contact, whether face-to-face, over the phone, online, or through marketing campaigns. How this prospecting relationship is managed can make the difference between winning a customer or losing a sales opportunity to a competitor. Improving customer service through proper training and reinforcement is critical, but that requires data. It is data that will enable you to understand how and when customers engage.