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Global Person 360 view?

  • February 12, 2019
  • 3 replies
  • 68 views

katerina_nemcova
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So as we are exploring Person object more, we are wondering if there are any plans to build a Global Person view section like we have for Global Timeline or the Cockpit.

One place to go to:

  • view all contacts in Person/Company Person object and how these may connect with other accounts
  • add contacts without having to go into the individual C360s - same as we can now one can add Timelines
  • some pre-build KPIs or ability to build insights - ideally interactive: [list]
  • Stakeholders at risk
  • Who do we know across out top 10 strategic accounts?
  • Exec sponsors - last met/touched date - maybe show exceptions where last met/touched is >90 days
  • Top product users
  • etc
[/list]Knowing your stakeholders is critical and having one place to view all would be super helpful. I know a lot of this can be achieved via a dashboard but being able to add multiple contacts in one place would be great, as would be the ability to create views of stakeholders' health across important accounts/ customers at risk.



Thanks

Katerina



3 replies

angela_domenichelli
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • April 24, 2019
We are also interested in this feature including integration with Linkd In to provide personnel updates and ensure the Person record has the current / correct title and role.


kunal_bhat
  • Helper ⭐️⭐️⭐️
  • May 14, 2019
@angela_domenichelli What you're asking for seems aligned to our Sponsor Tracking feature. Is this something you're currently using?

Sponsor Tracking


angela_domenichelli
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • May 20, 2019
We are not using Sponsor Tracking, but we are exploring it.