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I like that CustomerView has so many different features out of the box. It's easy to set up and configure. There are some modules we've been trying to implement but haven't found a way to do it yet. For example, we have an app that allows our customers to schedule appointments with us. We'd like to be able to have them enter their appointment details in a viewable format (as opposed to just a PDF).
We're still looking into how to accomplish this, but if anyone knows please let me knowβ¦
Pros
The ability monitor all your key metrics
Easy integration doesnβt require any coding skills or technical expertise.
Can easily integrate directly from Salesforce without having access code