Solution

Create a Trusted Customer 360 Across Sales, Finance and Service

Bring sales, finance and service together with governed access to the systems that already hold your customer information — no fragile spreadsheets, no large migrations.

Sources

Where Customer 360 is assembled from

CRM

Accounting

Support tickets

Contracts

Orders

Product activity

Microsoft 365

Outcomes

What teams see

Customer health

Signals from product, service and account activity.

Revenue visibility

Bookings, billings and revenue tied back to accounts.

Renewal risk

Indicators based on usage, support and engagement.

Unpaid invoices

Finance state surfaced in customer views.

Open service issues

Active tickets and SLAs across the account.

Sales opportunities

Pipeline aligned to customer state and activity.

Design your Customer 360 program