Sales
Customer 360
B2B, OEM, dealers & distributors live in different systems.
Business Impact
One single source of truth for every customer relationship.
Capabilities
What Customer 360 does
GST/PAN/Cheque docs
Contacts by designation
Birthday/anniversary campaigns
Complete interaction history
Problem
B2B, OEM, dealers & distributors live in different systems.
Solution
Native Salesforce module — customer 360 with zero middleware.
Outcome
One single source of truth for every customer relationship.
FAQ
Frequently asked questions
Is Customer 360 built on Salesforce?+
Yes. Customer 360 is a 100% Salesforce-native module that uses standard Salesforce objects, flows, and security.
Does it integrate with our ERP?+
Yes — SAP, Tally, QuickBooks, Oracle, Microsoft Dynamics and custom ERPs are supported.
How long does Customer 360 take to implement?+
Most customers go live in 4–8 weeks depending on data migration and integration scope.
Can Customer 360 be customised?+
Yes. It is built configuration-first on Salesforce — fields, flows and approvals are easily tailored.
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