Create a repository of customer data

Prerequisites
  • Externalcontacts > Contact > All permission

External Contacts allows you to create a robust repository of customer data that your agents can take advantage of as they assist your customers. With External Contacts, an agent can quickly contact a customer by email, phone call, or Twitter message. During an interaction, an agent builds the interaction history for a client by verifying key contact data. The agent can quickly see who has interacted with the client and can read about your company’s relationship with them. 

Where customer data comes from

Customer data comes from multiple sources: