Unified customer viewy Customer 360-Tapdata-Tapdata

Unified Customer View
Customer 360

Build a complete view of customer information, usually from multiple channels such as CRM, Marketing, and Social Media, including customer interaction and transaction information, including order history, personal information preferences, behavioral data, and customer service records.

Why build a unified customer
view system?

Provide personalized services

The unified view of customers can provide all contact information of customers, including purchase, interaction, preferences, and behavior. This information can help enterprises present or provide the most suitable products and services according to customer preferences at different touchpoints.

Improving customer service experience

The customer support team can quickly understand the comprehensive situation of customers through a unified view when serving them, reduce a lot of communication time, quickly solve customer demands, and improve the customer service experience.

Cross promotion and upsales

Help enterprises locate customers with potential product or additional purchase needs

Typical Scheme Architecture

The Required Capabilies and How Tapdata Can Help

Required Capabilities

How Tapdata Helps

Multi source data collection and aggregation capability

Customer information often exists in different business systems, some of which are self built and require the ability to collect data from various systems, sometimes directly from databases, and some through API methods to data warehouses.

The self built 60+Connectors can quickly dock without code and collect customer data into the central data warehouse.

Data integration and modeling capabilities

Customer information often has different structures in different source systems. When building a unified view, it is necessary to standardize these different data structures and design a complete model that can store field information synchronized from all source systems.

Tapdata's JSON based data model makes aggregation modeling easy, with built-in data processing nodes and UDF capabilities that support the transformation, merging, and deduplication capabilities required during the data model standardization process.

API development

Governed customer unified view data is usually used by multiple business systems, and in order for more downstream business systems to use it, standard APIs need to be provided.

No code API release capability, configuration to release and go live can be completed in just a few minutes.

Data analysis capability

After the centralization of customer data, it is necessary to analyze these customers. A common analysis requirement is to label customers on different dimensions and use AI to predict their purchasing behavior.

Data visualization

Usually, it is necessary to present and view customer data and analysis results, which can be achieved through an external BI product or a self built web application.

Tapdata can directly connect to most BI platforms, and customers only need to prepare their own BI cloud platform or product, or build their own applications.