Account Intelligence
Cross-System Interaction Timeline
One timeline per account is the promise. The linked substrate is here.
What it is
Everything a customer has done sits across CRM, ticketing, billing, email, and document systems.
Sainapse keeps an activity history on every work item and the model that links tickets, contacts, and companies across those sources, so the interactions belonging to one account stay attached to it in order instead of scattered across the systems that happened to record them.
How it works
How it works.
Every work item carries its own activity history, and Sainapse keeps the people and accounts matched up across your sources.
Where it shows up
Where it shows up.
Work-item timelines ship today. The account view is where they come together once the roll-up ships: on your CSM's screen before a QBR, on your agent's screen during a call.
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