customer-360
Customer 360 — Under 100 People
What This Process Does
Customer 360 at this size is one place where any employee (AE, CSM, support, exec) can see everything relevant about a customer in 30 seconds. You have 20–500 customers; 5–20 data types per customer (contacts, deals, emails, meetings, product usage, support tickets, invoices, contracts, NPS); the CRM is the hub (HubSpot, Pipedrive, Salesforce Starter/Pro); product analytics flow from Mixpanel/Amplitude/Heap; support from Zendesk/Intercom/Help Scout; billing from Stripe/QuickBooks.
The work: join these streams cleanly into account-level views, make them queryable, and empower the right internal audience with the right context. Good customer 360 = reps always know where they stand, CS sees health signals early, executives can understand account dynamics without 5 tabs. Bad customer 360 = data scattered, conflicting stories across tools, reps duplicating research, account-team conflicts from misaligned context.
Start Here: ERP•AI Templates
ERP•AI's Unified Customer View template builds a single account-level dashboard pulling from CRM + product-analytics + support + billing + contracts. Pair with Account Health Scoring for proactive customer-success triggers and Executive Customer Briefs for on-demand 1-pagers for leadership.