A Customer 360 view is a unified, real-time profile that consolidates every interaction a customer has with your organisation – across sales, support, billing and marketing. IntelliPaaS builds this profile by connecting CRM, ERP, helpdesk and e-commerce systems, merging data automatically and surfacing it in a single dashboard. The result is personalised customer experiences, faster service resolution and data-driven decisions at every touchpoint.
One Dashboard. Every Customer Touchpoint.
IntelliPaaS unifies data from Salesforce, SAP, Zendesk and more – giving your teams a real-time, 360-degree view of every customer interaction.
No More Siloed Customer Data
Real-Time Customer Insights – All in One Place.
Scattered data makes it hard to deliver a personalised experience. IntelliPaaS connects CRM, ERP, eCommerce and support systems – aggregating key insights into a single, live customer dashboard for sales, service and leadership teams.
Key Capabilities:
- Real-time sync across Salesforce, SAP, Zendesk, Shopify and more
- Automated aggregation of customer profiles, orders, support history and activity
- Configurable dashboards with dynamic updates and filtering
- Clean, enriched data from multiple systems in one unified view
Real-World Use Cases
Organisations use IntelliPaaS to build unified customer profiles by merging CRM, ERP and support data in real time. Common use cases include cross-system activity tracking, personalised campaign targeting and executive reporting dashboards with live insights aggregated from every customer touchpoint.
| Use Case | Description |
|---|---|
| Unified Customer Profiles | Merge CRM, ERP, and support data for a holistic view of each customer. |
| Cross-System Activity Tracking | Track order history, support tickets and account changes in real time. |
| Personalised Campaign Targeting | Use aggregated data to trigger customised marketing actions. |
| Executive Reporting Dashboards | Deliver live insights to leadership from all key customer systems. |
FAQ
Frequently Asked Questions
Featured Connectors
SAP CRM
Zendesk
Shopify
Microsoft Dynamics 365