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Customer Lifetime Value, Creatio CRM, Results Gained From CRM, Customer Journey

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7 Min Read

Easily view communication timelines in Creatio CRM

So what happened over time with that contact or that account?

You need answers quickly.  Who has been talking with your key accounts, when did my team last communicate, and what has been happening with your top contacts in those accounts?

Creatio CRM has timelines available to get a chronological insights of your customer history. The "Timeline" tab provides quick access to information about tasks, communications, additional and other liked objects in Creatio.    This tab is available by default in the following sections:

  • Contacts
  • Accounts
  • Leads
  • Opportunities
  • Cases

FYI:  You can add the [Timeline] tab to other Creatio sections using developer tools.

Example of the "Timeline" tab:

Creatio-account-timeline-view

 

The timeline display linked records in chronological order.  The following types of records are displayed on the timeline:

  • tasks
  • calls
  • emails
  • feed messages
  • files
  • links
  • contracts
  • documents
  • projects

In some sections, the timeline displays additional types of records.  The timeline content is determined by the Creatio product and section specifics.  For example, in bank- financial service products the history of the customer's cases, invoices and cards is also displayed in the timeline.

Options to see what is important:

 Apply filter by date -  Creatio-timeline-filter-by-date

Apply filter by record type -  Creatio-timeline-filter by type

Apply filter by owner -  Creatio-timeline-filter-by-owner

Apply filter by keyword text search -  Creation-timeline-search-by-key-word-text

 

The records on the "Timeline" tab are displayed as list.  Click a record title or the arrow button to open the connected record.

Depending on the amount of text in the record, the list records may be displayed in a "collapsed" view mode.  You can expand a collapsed record by clicking the [Show more} button.

The timeline records are grouped by months.  By default, newer records are displayed first.  You can sort records by date in ascending or descending order using the [Date] up arrow or [Date] down arrow buttons.

Filters

The following quick filters are available in the timeline:

  • by date
  • by assignee
  • by linked object type
  • by key word

The number over the pipeline icon indicates the number of timeline records currently selected.

Account timeline filter count Creatio

Applying filter(s)  by timeline record type:

Creatio-timeline-filtering-options

Search

Use the search string on the "Timeline" tab to find records quickly.  The search string looks up for feed messages and email texts.

Search by the key word, "Order":

 

Account timeline searching Creatio

Refreshing or closing the page will reset the timeline search.

It is all there - your prospects' and customers' journey.

Tip: Remember this timeline summary view comes from the transnational communications and activity detail records also visible under the "History" tab and detail sections (cases, activities, contracts, calls, email. leads, invoices, documents, orders, projects, opportunities, etc)

 

Select    Direct dial:  (269) 445 - 3001

 

Topics:   Customer Lifetime Value Creatio CRM Results Gained From CRM Customer Journey

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