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Use Case: Customer 360 View
Turn your sales data into a customer 360 view
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Opportunities and Products All In One Place
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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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How To Guide

This section is a step by step guide of how to build out this scenario. If you would like some additional support or want to discuss your own use cases, please reach out and speak to us

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Use Case: Tracking Multiple Metrics In One List
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