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Best Practices

  • Review Before Engaging: Before a customer service call or in-store interaction, take a moment to review the customer's C360 profile to understand their history and value.

  • Maintain Data Accuracy: Use the Edit function to keep customer contact information up to date, which is crucial for campaign deliverability and service quality.

  • Empower Your Team: Use the Adjust and Quick Coupon features to empower managers to resolve customer issues on the spot or to reward positive behaviour.