Build personalized graphical Single Views to get an instant 360° view of customers, quotes, cases...
With Single View Builder, you can build personalized and graphical Single Views to get an instant 360° view of customers, quotes, campaigns, cases, contracts, etc. by grouping any kind of information about any entity in one single screen using graphs, colors and icons.
The solution consists of:
Single View Builder provides the CRM user with contextual high-value experiences exposing the value-add of all data readily available, enabling them to acquire better insights and take the appropriate decisions faster, while:Seamlessly working with standard and custom entities.
- Providing Single Views that are directly accessible from your records in Dynamics 365 Views or Dashboards.
- Allowing to perform contextual ‘actions’ e.g. data access and creation, without the need for extra navigation between disparate data collections.
Top time-saving features include:
- Seamlessly create and manage contextual data in one single screen.
- Surface and visualize relevant data in an interpretable and actionable way.
- Easy navigation between entities.
- Quick access to all data without leaving your screen.
- Faster data driven insights and decisions.
Single View Builder works with standard and custom entities. Usage scenarios are unlimited: from a truly customer 360° consolidated view to a full operations cockpit, our visual components can be combined together to result into a new exciting user experience!
Easy to use: No coding required!
- Single View Builder has been designed to be used by Power Users (without any help from developers).
- Now with a Clone option for efficient Single View implementations.
Single View Builder is included as a standard feature in Traviata CRM for Insurance Carriers with no supplement.
Licenses can also be purchased separately as an add-on on top of any Microsoft Dynamics CRM implementation.
For more info & pricing: www.singleviewbuilder.com.