Get a complete real-time view of every customer.
History, opportunities, contracts, tickets, emails, equipment rate: everything on a single record.
360° CRM view gives every team the full context in seconds.
A fragmented view harms every interaction
Every team sees only a fragment
The sales rep is unaware of the 3 support tickets. Customer service does not know that a renewal is in progress. Without 360° view, teams operate in silos.
4 tools to consolidate
The manager cannot assess the value of a relationship without consulting 4 systems. The 360° customer view centralises everything on a single record.
Degraded customer experience
Clumsy interactions, duplicate follow-ups, missed opportunities. The 360° view CRM enables consistent, personalised interactions.
The measurable impact
Immediate
context
Complete history in seconds thanks to the 360° CRM view.
Team
coordination
Sales, marketing and customer service aligned on the same record.
Opportunities
identified
Cross-sell and upsell signals revealed by the 360° customer view.
Churn
prevention
Disengagement signals detected in time.
A unified customer record that aggregates every dimension
A live interface, connected in real time to all CRM data and integrated systems.
Efficy's 360° customer view is the single source of truth for the entire relationship.
All interactions on a single record
Emails, calls, meeting notes, forms, email clicks: every touchpoint recorded in the 360° view CRM.
The thread of the relationship is readable in seconds.
Cross-functional view: sales, marketing, service
Sales opportunities, campaigns received, open tickets: everything visible on the same record for consistent interactions.
The 360° customer view aligns sales, marketing and customer service in real time.
Health indicators and warning signals
Portfolio value, last contact, engagement score, satisfaction, pending tickets.
The 360° view CRM identifies priority customers and disengagement signals before they become churn.
Related features
What our clients say
"efficy's platform has given us global coverage, can be adjusted to meet new needs quickly and easily, and was able to adapt to the strong technical constraints of our Information System."
"efficy CRM gives us a better traceability and a better follow-up in the management of the activity"
"Before efficy's platform came on board, customer knowledge was pretty vague in the minds of sales representatives and we didn’t have this single view of the customer"
Ready to take action?
Give every team a 360° view of every customer.
Find out how the efficy CRM 360° customer view aligns all your teams around a single source of truth.