Hi,
Happy new year everyone.
I am currently working on Person 360 and would love to hear your thoughts on the same.
The plan is to build a Person profile so that you could view all information of a Person in one place.
Few inputs that would help me here are
- Which teams within your organization would find the 360 view of People helpful? What would be the different details that would be relevant to the different stakeholders?
- What are the information do you check before you get into call with a customer?
- Are there any actions that you would need to drive from a Person profile?
Also any other thoughts or ideas that you may have for the 360 would be super helpful.
Thank you all for your wonderful ideas.
Preethi
Hi Preethi,
Here are some simple things I’ve seen that would be pretty helpful to end users:
I’m sure there’s more, but that’s all I can think of for now. Let me know if you have questions. Thanks for working hard to improve the experience!
A “contact-centric” view would be a nice thing in order to better understand their history and overall profile, especially for CSM’s when prepping for interactions. I’ve placed my +1 on the thread for this as I see great value in this for both our CS or and Sentiment Strategy teams.
Also, housing this information in a “single spot” will likely facilitate other aspects of the product like better fidelity when using the Segments feature based on multiple user dimensions and enhance JO send accuracy.
Can there be a phone field with the ability to format as (xxx) xxx-xxxx and other international phone number formats?
I would imagine this to be as customizable as a Contact record in Salesforce is. Different record views based on who’s looking or maybe based on the applicable Company layout. Different attributes sections in order to meet different needs. That sort of thing.
Great! We do not use SalesForce and have the Next version of Gainsight. Currently, I am not able to format a phone number field to match phone number layouts.