Timeline is the official record of your customers. It allows you to log information regarding customer interactions in a way that enables you to quickly gather insights and drive action.
The benefits of using Timeline include:
- Standardization - ensure that you have a single source of truth for your customer history
- Collaboration - facilitate collaboration by making your notes available to others in your organization
- Integration - link your notes to your contacts, CTAs, etc. to paint a clearer picture of your customer
- Usability - leverage the chronological, “feed-style” interface to quickly understand your customer history
- Reportability - report on your activities to drive customer insights and operational improvements
Click here for a short intro video to Timeline.