Customer Record
The primary customer record includes basics such as the name of the customer and a customer id.Accounts
Various customer accounts under the same customer such as departments that make separate purchases.Contacts
Corporate customers may have numerous contacts including various levels and functions within the customer organization such as purchasing managers or engineering staff.Quotes
Any quotes that have be presented to the customer.Opportunities
Sales opportunities you are pursuing with the customer.Orders
A customer's order history.Services
A list of current services the customer is using. This may include details such as configurations.Preferences
Customer preferences such as a hotel that tracks the room type customers prefer and any special requests they have made such as firm pillows.Incidents
Incidents and related problems that have impacted the customer.Customer Service Tickets
Interactions between the customer and your representatives.Feedback
Customer surveys and satisfaction ratings.Payment Methods
Payment methods attached to the customer's account such as credit cards.Locations
Customer locations such as office buildings where you have installed equipment or visited.Loyal Programs
Details of loyalty cards or rewards programs.Offers
Marketing offers that you have put in front of the customer.Marketing Sources
How the customer was acquired and offers they have taken.| Overview: Customer Data | ||
Type | Customer Data ManagementCustomer ExperienceMarketingSales | |
Definition | Any and all information that can be associated with a customer account. | |
Related Concepts | Customer Data ManagementDataMaster Data ManagementMarketingSales | |
