Robert Jones
Customer 360°
CUST-1001
Created By: System on 11/10/2022 / Last Update: Steward on 5/20/2023
Lifetime Value (LTV)
$6100
Total Spend
$1550
NPS
61
Churn Risk
1%
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Contracts & Agreements
SA-9931
| Contract ID | Type | Status | Start Date | End Date |
|---|---|---|---|---|
| CTR-2023-1 | Master Services | Active | 2023-01-01 | 2025-12-31 |
Product & Support
| Case ID | Subject | Status | Resolution |
|---|---|---|---|
| CASE-581 | Inquiry about maintenance schedule | Closed | Provided schedule |
Revenue Trend (LTM)
NPS Trend
Social Media Mentions
Customer engagement and public sentiment.
"@Robert's new Giga-Press is a game-changer!" - Twitter
Privacy Log
Records access and updates to sensitive Personally Identifiable Information (PII).
| User/System | Action | Field | Date |
|---|---|---|---|
| A. Ray (Steward) | Update | 2024-05-20 10:15 AM | |
| CRM Sync | Read | phone | 2024-05-19 08:00 PM |
Consent Log
Tracks opt-in/opt-out status for marketing compliance.
| Channel | Status | Date |
|---|---|---|
| Email Marketing | Opt-In | 2023-11-10 09:00 AM |
| SMS Promotions | Opt-Out | 2024-03-22 02:30 PM |
Source Lineage
Source records that were merged to create this golden record.
| Source Record ID | Source System | Data Quality Score |
|---|---|---|
| SRC-CRM-2001 | Salesforce | 86% |
| SRC-BILL-3001 | BillingHub | 76% |
Account Summary
Key Information
Account ManagerPatty Connelly
Last Order Date9/16/2025
Open Opportunities1
Financial
Payment TermsNet 60
Credit Limit$100,000
Credit StatusGood
Identifiers
DUNS Number11-103-1007
Tax IDXX-0000013
Parent AccountN/A