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The Art of CRM

You're reading from  The Art of CRM

Product type Book
Published in May 2019
Publisher
ISBN-13 9781789538922
Pages 360 pages
Edition 1st Edition
Languages
Concepts
Author (1):
Max Fatouretchi Max Fatouretchi
Profile icon Max Fatouretchi
Toc

Table of Contents (15) Chapters close

The Art of CRM
Contributors
Preface
Introduction
Other Books You May Enjoy
1. What is CRM? 2. Getting to Know Your Customer 3. Conceptualizing the CRM Design from Business Requirements 4. Architecting Your CRM Solution – Preparing for Today and Tomorrow 5. Utilizing Artificial Intelligence and Machine Learning in Your CRM STRATEGY 6. GDPR and Regulatory Compliance 7. CRM Integration Strategies 8. Cloud Versus On-premise Versus Hybrid – The Deployment of a CRM Platform 9. CRM Differentiators Index

Interaction history


More often than not, the difference between an efficient and an inefficient 360-degree client view is how congested the screen is. Users can often be overwhelmed by the quantity of data available on the page. Therefore, using techniques to reduce the amount of information on the 360-degree client view is an important element to consider.

You may consider displaying only the most relevant information. This might be only displaying information with meaning or a reason to be displayed. This could reduce the amount of information on the screen and give the user the opportunity to focus on what really matters to them in this particular scenario.

As an example, a system should display the VIP indicator only if this client is a VIP. Otherwise, if the customer is not a VIP, this icon should not even be visible on the screen.

Figure 2.19 is the third part of the 360-degree client view. As you scroll down the display, you'll see the interaction history timeline, listing when and...

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