Day 4: The data you create

The most important data you have

Teams create a lot of data, whether you know it or not. Customers have relationships owned by people. We learn things about customers. We take action on accounts. The problems comes from not having records of this, and solving for this is what enables Mantle to sit at the center of your operations. It’s not just about aggregating your customer data – it’s about layering on the data that you create. Let’s look at how Mantle enriches the Customer view with data unique to your business.

Custom fields

First up – Custom Fields. Custom fields are easy to define in the Mantle admin, and can be configured with a bunch of options. They can apply to customers of all apps or be specific to one app – they can contain text, boolean, or have values selected from a defined list. They have infinite use cases and flexibility and can be updated manually in the Mantle dashboard, programatically through Mantle’s API, or automatically via Mantle Flows. Then, those fields can be leveraged by both humans throughout Mantle and by your app, again via the API.

Timeline

Timeline consolidates activity from across Mantle and presents it chronologically so you can, at a glance, see what’s going on with this particular Customer and what got them to where they are today. But, most critically, you can also leave notes. Offered the customer a one-off discount? This is the perfect place to note why. Have a discovery call with a prospect? Your notes should go here, for anyone to reference.

Customer management via tags, notes, and points of contact

In the left hand pane of the Customer view, we can add other unstructured and structured data about a specific customer.

While Custom fields are great for some use cases, Tags allow us to identify customers by attributes that might not make sense to store in a data field. On top of being a great way to segment users for reporting purposes, tags can also be used alongside Mantle’s Plans functionality to power Discounts to subsets of users.

Notes allows us to leave unstructured notes about a client that we want to be highly visible to ourselves or the next person who takes a look at the account.

Points of Contact solves for the fact that you often need to reach out to different people at a company for different purposes. Mantle allows you to define separate contacts as Primary, Secondary, technical, billing, and so on so you always know who to get in touch with.

Tomorrow, we’re going to tie a lot of this together and show you how these features work within the context of a team.