UC-708
Merge Customer Records into One View to win more work and protect margin
One record per customer across every branch, so the whole relationship is visible before pricing.
TBDBuild Duration
XXXXIndicative ROI
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The Challenge
The opportunity is to eliminate the same customer trading under several account codes, pricing set branch by branch with no group view, and cross-sell missed because nobody sees the whole account. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- Normalises customer names, sites and account codes across branch and legacy systems.
- Builds one golden customer record with spend, margin and service history attached.
- Surfaces group level pricing exceptions and cross-sell opportunities to the account owner.
What It Removes
- The same customer trading under several account codes
- Pricing set branch by branch with no group view
- Cross-sell missed because nobody sees the whole account
Input Data RequirementsCustomer masters by branch, order and invoice history, service records, credit and contract terms
Output FormatGolden customer record with crosswalk, group spend and margin view, cross-sell and pricing exception list
“What is this customer really worth to us across every branch?”