A tool to help salespeople introduce prospects to the a new solution that provides previously unavailable capabilities.

1. Universal Customer View™

2. The data challenge
What keeps you from a unified view of your customers?
Customer information housed in
disparate systems and databases
Disparate systems that don’t
communicate with each other
Multiple channels into your
organization, and different channels
for different types of customers
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3. Consequences of the data challenge
Inability to quantify total customer value
Without a consolidated view of the products customers buy and how
they buy them, it’s impossible to maximize lifetime customer value
Missed revenue opportunities by not cross-selling to all
customer locations
Inability to know the exposure or credit extended across an entire
legal entity
Inability to meet ‘Know Your Customer’ requirements
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4. Customer data holds the keys to the kingdom
Data as the fuel
of the decision-making engine,
providing a comprehensive
picture of your customer
Disconnected, incomplete
and inaccurate data
can hide both financial risks and new
growth opportunities
It’s challenging to manage
customer data
across multiple systems and databases
BUT
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5. Enter Universal Customer View™
An advanced customer data management solution that helps facilitate 360º views
of customers within your enterprise.
Revenue
Total Balances Owed
by the Customer
Number of
Locations/Sites
Sales Channels
Products Purchased
Transactions
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6. How it works
Links customer information across disparate systems and databases to help
streamline the management and integrity of your data
Assigns a unique identification key to every customer record across your
enterprise, linking business sites to legal entities to integrate customer data
regardless of database or site
Provides a comprehensive customer view to help you:
manage risk exposure
improve the customer experience
optimize your customer relationships
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7. Sync customer data across your organization
Legal business names and addresses standardized;
addresses verified
Assign every customer a unique identification key at
point of entry
Maintain and update keys as your customer base
grows and changes
Standardize
Manage Assign
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8. The Identifier
The Universal Customer View unique identification key connects
customers across databases, products, and sites.
Unique ID
Company A Company B Company C
Product Database
A A B
Site Database
B C B
Customer Database
C CA
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9. Standardize
Assign Support
Standardization Process
Legal business name and address formatting plus
deliverability verification via Coding Accuracy Support
System (CASS).
Unique Identification Key
A unique key identifies and tracks the business unit, while
ensuring that records are not shared with other clients.
Dedicated Client Service Manager
Handles all post-sales questions and acts as primary
touch point for all product related issues.
Data Maintenance Process
Keys are updated when a site is sold or acquired, or
business ownership changes.
Confidence Level Index
Quality of matches rated using a code to indicate overall
strength of match.
Research Request Tool
Online system for entering data quality research
requests. Customer may assign the priority to any issue
based on business needs.
Manage
Universal Customer View: process
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10. Gain benefits across the organization
Profit Process Risk IT
Customer
Experience
Gain insights into
customer business sites
and legal entities to asses
the real value of the
customer relationship.
Benefit from improved
forecasting and reporting.
Simplify financial
reporting.
Optimize collection
practices.
Reduce expense for risk
account management.
Better assess
exposure and credit
extended across an
entire legal entity.
Identify operational
exposure and get volume
discounts from vendors.
Technology agnostic
solution integrates data
without the expense of
replacing legacy systems.
Integrate customer,
product and activity data
Get a view of products by
customer to identify new
sales opportunities
Present the right offer
to customers based on
business relationship size
and enterprise-wide need.
$
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11. Understand total customer value
Have a complete
and accurate
customer view at
your fingertips.
Offer products
and services
that better meet
customer needs.
Extend credit
based on the
complete picture
rather than a site-
level view of the
customer.
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12. Realize a unified customer view
Maximize profitability
by empowering employees with the customer knowledge to increase
sales, upsell, and cross-sell
Improve financial management
of customer accounts by knowing the full value of the relationship
across divisions and sites
Identify total potential risk exposure
and manage emerging risk efficiently and effectively
Ensure personalized customer engagement
is aligned across every touch point during the customer lifecycle
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13. Leverage the power of
Universal Customer View
Schedule time to complete an ROI analysis and
assess the value of Universal Customer View
for your business.
Visit www.equifax.com/business/universal-customer-view/
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14. Complementary solutions
Risk Mitigation
Risk Score provides a non-judgmental, statistically
sound indicator of future performance, including
general credit risk, and likelihood to become
delinquent or fail.
Identity Linkage
Business Levels returns site, HQ (legal entity),
Immediate parent, and Ultimate parent identifiers.
Identity Insights
Business Identity Report lets you quickly verify business
identity including alternate company names, DBA names,
business addresses, business telephone numbers,
principal and guarantor names, addresses, telephone
numbers and inquiries.
Data Enhancements
Firmographics Demographics provides data types
including, but are not limited to:
• Business Data
• Consumer Data
• Attributes Scores
Consultation Services
The Remediation Exception Processing platform facilitates
the investigation of data, resolves questions on matching
customer records which do not reside in the commercial
database, and creates dynamic matching rules to enhance
future matches of new customer records.
Automated Data Integration
Interconnect provides a decisioning platform that
streamlines processes across multiple data sources
and systems.
Management Reports
Advanced Reporter is a real-time user interface
system that generates customized reports.
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