Use Case

Get a 360° view of customer data


Gain valuable insights into your customers' behavior by consolidating their data in one place. Learn how DinMo can help you achieve a comprehensive 360° view of your customers


Most modern businesses have access to a wealth of data from various sources, such as customer inquiries, purchase history, and support tickets. However, with so much data to sort through, it can be difficult to make sense of it all and use it effectively in your sales process. Consolidating customer data, into a single location creates a 360° view for sales teams. This provides valuable insights into customer behavior and streamlines sales processes for better results.

By enriching CRM records with website interactions, you can have valuable context on each prospect for more personalized and effective sales pitches. Learn how to use DinMo to have a 360° view of your customers

Who Benefits from 360° Customer View?

There are many businesses that can gain advantages from having a 360° view of their customers. Here are some examples:

  1. E-commerce businesses - By analyzing customer behavior and purchase history, e-commerce businesses can offer personalized recommendations and promotions to customers. This helps to improve customer loyalty and increase revenue through repeat purchases. Additionally, by gaining insights into the customer journey, e-commerce businesses can optimize their sales process and maximize revenue potential.

  2. B2B SaaS companies - By consolidating customer data from various touchpoints, such as website inquiries, customer support tickets, and product usage data, SaaS companies can gain valuable insights into how their customers are using their software. This enables them to identify opportunities for upselling or cross-selling, improve customer retention and ultimately drive revenue growth.

  3. Retail banks - With a range of products and services, including checking and savings accounts, loans, and credit cards, banks can benefit from having a centralized view of customer data. By understanding their customers' financial needs and behaviors, banks can offer personalized solutions and improve customer loyalty.

  4. Insurance companies - By consolidating customer data from policy applications, claims, and customer support interactions, insurance companies can gain insights into their customers' risk profiles and behavior patterns. This can help them identify opportunities for cross-selling and upselling, as well as improve customer retention and satisfaction.

Key benefits of having a 360° view of your customer :

  1. More effective sales calls based on actual customer activity: By analyzing website activities, purchase history, and support tickets, sales teams can gain valuable insights into customer behavior and preferences. This information can be used to tailor sales pitches to the specific needs and interests of each prospect, resulting in more effective sales calls and higher conversion rates.

  2. Better forecasting: By understanding customer behavior patterns and preferences, businesses can make more accurate sales forecasts and predict future revenue growth.

  3. Improving close rates: With a better understanding of customers' needs and pain points, sales teams can tailor their approach to address specific concerns and objections. This can help improve close rates and reduce the time it takes to close deals.

  4. Lower customer acquisition costs (CAC): By understanding the channels and touchpoints that drive the most qualified leads, businesses can optimize their marketing spend and reduce their overall CAC.

  5. Unlocking more expansion opportunities: By analyzing customer behavior and preferences, businesses can identify opportunities for upselling and cross-selling. This can help unlock additional revenue streams and increase customer lifetime value.

  6. Creating more targeted and strategic campaigns: By segmenting customers based on behavior and preferences, businesses can create more targeted and effective marketing campaigns.

  7. Unifying siloed data into a unique customer profile: that stays in sync across all tools: By consolidating customer data from various touchpoints into a single location, businesses can create a more complete and accurate view of each customer. This can help improve data accuracy and reduce the time and effort required to manually consolidate data from multiple sources.

Steps to create 360° view for sales teams with DinMo:

  1. First, you need to centralize all your customer data in your data warehouse. If you don't know how to overcome obstacles when building your data warehouse, check our resource!

  2. Then, you need to create an audience from your Customers Entity by setting up the appropriate rules and using our Audience Manager. For instance, you can filter for the specific data you need, such as the pages visited, duration of visits, and frequency of visits.

  3. Use DinMo to add computed fields based on the website visit data. These computed fields can provide valuable insights into the prospect's behavior and interests, such as the product or service they are most interested in or the likelihood of converting.

  4. Enrich the CRM records with this data

  5. Train the sales team on how to use this data to personalize their sales pitch and improve their sales processes. This can involve providing them with training on how to interpret the computed fields and tailoring their pitch based on the prospect's interests and behavior.

You are now ready for higher sales achievement.

💡 Check out our blog post if you want to know all the use cases that Reverse ETL enables at a higher level.

Customer Success

Table of content

  • Overview
  • Who Benefits from 360° Customer View?
  • Key benefits of having a 360° view of your customer :
  • Steps to create 360° view for sales teams with DinMo:

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