What is a Unified Customer View?
A Unified Customer View (UCV) eliminates data silos by integrating customer touchpoints across CRMs, product telemetry, and marketing channels into a single, cohesive profile.
Breaking Down Data Silos
In modern B2B SaaS, your customer is interacting with you across a dozen different fronts: they read your blog, submit a support ticket via Zendesk, use features within your app, and reply to sales emails in HubSpot.
When this data remains siloed in individual tools, you get a fragmented view of the customer. Marketing thinks they are a hot lead, Product thinks they are a churn risk, and Sales thinks they are ignoring emails.
A Unified Customer View (UCV) solves this by acting as the foundational data infrastructure layer. It integrates every single touchpoint into one definitive profile.
This is the “hard work” required before advanced AI, Machine Learning, or Agentic workflows can be effective. An AI agent is only as intelligent as the context it is given. By building clean data pipelines that route all product telemetry, marketing engagement, and sales conversations into a unified schema, you empower your entire GTM strategy to operate based on reality rather than fragmented assumptions.