A renewal call goes wrong because Sales doesn't know there are three open tickets. Finance chases an invoice the CSM already negotiated. Support hears "we asked about that two weeks ago", and they did. The answer landed in a different inbox. Four teams, four versions of the customer. The AE walks into the call already losing trust. The CSM doesn't know which channel went silent first. The customer is the one keeping them aligned, until the day they stop.
Unified Customer Record
One customer record, stitched from the systems that already hold the data. Every team sees the same customer.
- Industry
- B2B SaaS, financial services, multi-team service businesses
- Best for
- Companies whose sales, support, finance and CSM teams each keep their own version of the customer, and none of them quite agree
What is a customer 360 view?
A customer 360 view is a single record per customer, stitched from the systems already in use, sales, support, billing, product, marketing, so every team sees the same customer. Each team gets a role-specific lens on one shared timeline, ending the “four teams, four versions of the customer” problem.
We sit with your business. We find the operational problem costing you the most. We build the system that fixes it.
One record per customer, stitched from the systems already in use. Sales, support, billing, product use, marketing, every event lands on the same timeline. Sales, Support, Finance and CSM each get a lens on it. The lens decides which events sit forward and which actions the team should run next. Every event is one click from the source system that produced it.
Account reviews stopped opening with "wait, what's the latest?". Cross-team handoffs stopped needing a 20-minute briefing. Customers stopped repeating themselves. Nobody has to keep two truths in their head anymore.
One example. Built for a SaaS team with sales, support, finance and CSM. Your record mirrors your team shape and your source systems.
Solis International
WatchLogistics holding · Sub-Saharan Africa
Unified timeline
One record · 8 events · CSM lens
Want one built for your business? The first conversation is free.
Book a discovery callOne record. Three jobs done against the same customer.
Events flow from the source systems on their own schedule. No team retypes the customer into the next tool. The record updates itself and the right lens lights up.
Explore AutomationEvery event on the unified record carries its source system. One click jumps to the full source record. Disputes get resolved by reading the timeline, not by reconciling four exports.
Explore Audit TrailsFailed payments, detractor NPS, breached usage thresholds, silent owners, every signal surfaces against the record. No team has to spot the pattern across four tools a week too late.
Explore Anomaly DetectionNot the primary focus for this system.
Frequently asked questions
- What does a 360-degree view of the customer mean?
- It means every interaction a customer has had, sales, support, billing, product use, marketing, lands on one timeline, so no team has to keep two truths in their head. Account reviews stop opening with “wait, what’s the latest?” and customers stop repeating themselves.
- How do you build a customer 360 view?
- You stitch a single record per customer from the systems already running, rather than migrating them into one tool. Zabble assembles the timeline and gives Sales, Support, Finance, and CSM each a lens that surfaces the events and next actions relevant to their role, every event one click from its source.
- What is a customer 360 also called?
- It’s also called a unified customer record, a single customer view, or a 360-degree customer view. Whatever the name, the goal is the same: one shared, trustworthy timeline per customer that every team reads from instead of maintaining its own version.
Systems we often build alongside this one.
- Compliance & Regulatory Reporting EngineThe submissions regulators, auditors, donors, and boards expect, assembled from the data you already generate, no quarter-end scramble.
- Reconciliation EngineStop chasing the agreement between systems. The engine matches the ledgers in the background and only surfaces what needs a human.
- Data Routing PipelineThe systems you already own, piped into one clean output, board pack, donor report, regulator return. The pipeline does the assembly that four people used to do over three days of email.
- Master Data HubOne canonical record per customer, supplier, product. Edit it once; every system downstream agrees within two seconds.
Want one built for your business?
The first conversation is free. And useful either way.