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Turn your sales data into a customer 360 view
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Use Case: Customer 360 View

05. Customer Timeline use case. Learn how Relatable can be used to organise your sales data into a combined view in Salesforce.

Turn your sales data into a customer 360 view

Combine key customer data into a single chronological view. Quickly create and edit records without navigating to another page. See a layer deeper, see cumulative revenue and highlight records with conditional formatting.

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Use Case: Tracking Multiple Metrics In One List
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Use Case: Customer 360 View
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