What is a 360-degree customer view and why is it important?

What is a 360-degree customer view and why is it important?
What is a 360-degree customer view and why is it important?

Whitepaper 360 degree customer view

What is it and how does our solution work?

Customer data is growing rapidly. Every purchase, website visit or newsletter interaction leaves new information about customers. As a result, many organizations are collecting more and more data, but lack the overview to really leverage this information.

In practice, customer information is often scattered across different systems. Marketing works with email software, sales uses a CRM system and customer service records questions in a support tool. Because these systems are not always connected, a complete picture of the customer is missing.

In this article you will discover what exactly a 360-degree customer view is, how organizations build such a customer profile and why it is becoming increasingly important for modern marketing, sales and customer relationships.

Table of contents

What is a 360-degree customer view?

A 360-degree customer view is a complete and up-to-date view of all available customer data within an organization. This customer profile brings together data from various data sources, such as CRM systems, marketing tools, website data, click behavior, purchase history and customer service interactions.

Combining this information creates one central customer view in which all of a customer's interactions become visible. Instead of separate data sources, the organization has one unique customer profile that is continuously supplemented with new information.

This creates a dynamic overview in which, among other things, is visible:

  • What products someone has purchased

  • which pages on the website were visited

  • How a person responds to marketing campaigns

  • what questions were previously asked at customer service

A 360-degree customer view makes it possible to better understand customers and make communications more relevant. The marketing team can better personalize campaigns, sales gains better insight into customer needs and service teams can respond more quickly to questions or problems.

In short, the 360-degree customer view forms the basis for data-driven customer relations, where each interaction is supported by current and complete information.

How is a 360-degree customer view built?

A complete customer view does not come about by itself. Organizations collect customer data through various systems and channels. Think CRM software, marketing tools, Web analytics, POS systems and customer service platforms.

When these data sources are linked together, one central customer profile is created. This reveals how customers behave, what preferences they have and which interactions have previously taken place with your company.

Building a 360-degree customer view therefore consists of two key components: collecting customer data from various sources and integrating it into systems that make the customer profile available to marketing, sales and service.

The building blocks of an integrated customer view: data

Many organizations think that a customer profile consists primarily of CRM data. In reality, a complete customer picture is created by combining different types of data.

Each data source adds new insights about behavior, preferences or interactions. When this data comes together it creates a rich and complete customer profile.

Type of data

What does this data contain

CRM data

customer data, account information and contact moments

Marketing Data

email interactions, campaign behavior and lead information

Website and behavioral data

page visits, downloads and click behavior

Transaction Data

purchase history, order information and customer value

Service and support dates

customer inquiries, complaints and support tickets

Combining these data sources creates an integrated customer view that provides insight into the entire customer journey.

What systems and tools bring this data together?

In addition to data sources, tools play an important role in creating a central customer view. Various systems allow data to be collected, integrated and used within marketing and customer interactions.

System

Role in the customer profile

CRM systems

manage basic customer and relationship information

Customer Data Platforms (CDP).

combine data from different data sources into a single customer profile

Marketing automation

Activates customer data in campaigns and personal communications

Data integration tools

link systems together so that data becomes centrally available

Combining these technologies creates a single integrated data structure in which customer information is constantly updated.

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Key benefits of a 360-degree customer view

More and more organizations are investing in a central customer view because it has a direct impact on marketing results, customer relationships and strategic decision-making. Below we have listed the key benefits:

Better knowledge of the customer

A complete customer view provides insight into customer behavior, preferences and interactions. As a result, marketing and sales better understand what customers need and what communications are most relevant.

It also makes it easier to identify valuable customers and opportunities for cross-sell and upsell recognize.

Stronger customer relationships

When organizations have an integrated customer view, they can better tailor communications to the customer's situation. This makes customers feel better understood and creates a stronger relationship with the brand.

Customer loyalty often occurs on three levels: emotional, functional and financial. A good customer view supports all three.

Data-driven decision-making

Management teams can better inform strategic decisions when they have complete customer data. It becomes easier to identify trends, analyze customer value and predict future developments.

Higher customer satisfaction

When all client information is available in one system, teams can respond more quickly to questions or problems. Clients do not have to tell their story over and over again and receive appropriate support faster.

This contributes to a better and more consistent customer experience.

More personalization

A 360-degree customer view enables communications and content to be personalized based on behavior, interests and interactions. Campaigns become more relevant and offers better match the needs of individual customers.

How do you create a full 360-degree customer view yourself?

Building an integrated customer view requires a structured approach. In practice, organizations usually work with a number of set steps to collect, combine and use customer data.

Step 1 - Collect customer data from various systems
Map all data sources where customer information is available, such as CRM systems, marketing tools, Web analytics and sales data.

Step 2 - Integrate data sources
Make sure systems are connected so data can be shared. This is often done through API links or data integration tools such as a customer data platform.

Step 3 - Create one central customer profile
When data sources are integrated, duplicate profiles can be merged, creating one unique customer profile per customer.

Step 4 - Analyze and enrich customer data
Use segmentation behavioral analysis and customer value to understand different customer groups.

Step 5 - Activate the customer view
The data collected is then used for personalization, marketing automation and better customer interactions.

Challenges in building a customer view

While many organizations recognize the importance of a central customer view, in practice it is not always easy to achieve.

A key challenge is data silos. In many companies, different departments work with their own systems that do not communicate with each other. This leaves valuable customer data scattered across multiple data sources.

Data quality also plays an important role. When data is incomplete or outdated, it can lead to incorrect insights and ineffective marketing campaigns.

In addition, organizations must consider privacy and regulatory issues. The collection and use of customer data must comply with legislation such as the AVG.

Finally, a central customer view often requires better internal collaboration between marketing, sales, IT and customer service.

Case examples of data-driven customer interactions

When organizations have a central customer view, they can respond more quickly to customer behavior, preferences and context. Connecting data sources creates real-time insight into customer interactions, allowing campaigns, offers and service to better match when a customer takes action.

Below practical examples show how organizations are using customer data to communicate more relevant and increase conversions.

  • Aborted booking triggers personalized offer
    When a visitor composes a trip but does not complete the booking, the system records this action. The visitor then automatically receives a personalized travel offer that matches the destination and travel period viewed.

  • Premium content triggers subscription offer
    When a visitor tries to access a premium article and sees the login screen, this behavior is stored in the customer profile. The visitor then automatically receives an e-mail with a trial subscription offer.

  • Real-time weather data increases attendance at events
    An event organizer links visitor data to current weather information. The day before the event, participants automatically receive a message with the weather forecast and practical travel information, which increases attendance.

The future of data-driven customer insights

The importance of a central customer view continues to grow. New technologies make it possible to use customer data ever smarter.

Artificial intelligence helps organizations recognize patterns in data and make predictions about customer behavior. Predictive analytics enables future purchases or churn predict risks.

In addition, real-time personalization is becoming increasingly important. Customers expect companies to respond instantly to their behavior and preferences.

At the same time, the importance of first party data. As third-party cookies disappear, it is becoming increasingly important for organizations to collect and manage their own customer data.

From customer data to a complete customer view with Ternair

At Ternair, we help organizations bring together customer data from different systems into one central customer profile. This creates an up-to-date 360-degree customer view that ensures better and more relevant customer interactions.

With the Customer Data Platform of Ternair, data sources are easily linked and enriched. In combination with Marketing automation organizations can use this customer data directly for personalized communications, targeted campaigns and better customer interactions.

Thanks to the flexible data model from Ternair connects CRM systems, web data and other data sources into one integrated whole. In this way, customer data is not only collected, but actively used to strengthen customer relationships and make marketing more effective.

FAQ

Frequently asked questions about 360 degree customer view

What is a customer view?

A customer view is the summary of all the information an organization has collected about a customer, such as contact information, interactions, purchases and preferences.

What is a 360-degree customer view?

A 360-degree customer view is a complete and up-to-date view of all customer data within an organization. It combines data from different systems, such as CRM, marketing tools, Web data and customer service, into one central customer profile.

How do you create a full 360-degree customer view?

A complete 360-degree customer view is created by collecting customer data from different systems, integrating data sources and bringing them together into one central customer profile. This data is then used for analysis, segmentation and personalized customer interactions.

How do you get an up-to-date and complete 360-degree customer view?

An up-to-date customer view is created when systems continuously exchange data and customer profiles are automatically updated with new interactions, such as website visits, purchases and service contacts. Data integration and marketing automation play an important role here.

What tools are used for a 360-degree customer view in B2B & B2C?

For a 360-degree customer view in B2B and B2C, CRM systems, Customer Data Platforms (CDPs), marketing automation software and data integration tools are often used. These systems combine customer data from different sources and allow this data to be analyzed and used in marketing and sales.

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360 degree customer view: what it is and how our solution works

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