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Ross Beyeler
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1. Select a customer dashboard. The customer dashboard is a database of all customers, actual and potential. Many companies already have platforms in place to serve as a customer dashboard. For example, you might track customer profiles in a shopping cart, email marketing platform, etc. However, the goal is to consolidate all customer profiles into a single holistic source. First, choose where you want your consolidated customer dashboard to live. Although there are many options, consider one of the following:
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Ross Beyeler
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