Retail and Consumer Products · Customer data · Engagement · Service

Improve the next step in a campaign, sale or service.

Help customers act on a relevant offer, give technicians the right service history, or help retail outlets hear about the products they need. Twin connects the software, customer information and teams behind each job.

Choose one campaign, service or outlet action. We can define the audience or staff workflow, connected records and evidence needed to assess a first delivery.

Representative service and operations team reviewing a customer workflow

The operation behind the experience

Choose the retail programme you want to improve.

A campaign, a service request and an outlet order each need a different next action. Start with one of these examples.

Pureit customer service and technician application
Pureit customer service and technician applicationThe original project overview connects customer web access, central service operations and technician mobile work.

From profile to customer action

Make the next message respond to the customer.

Use a customer’s request, purchase or service event to choose relevant follow-up. PangoCDP brings agreed records into audiences and marketing journeys.

A purchase can stop an acquisition message; a response can change its timing; a service need can create work for a person through an agreed connection.

Define the permitted information, preferences and returned events before launching the journey.

Explore PangoCDP dynamic marketing flows ↗
PangoCDP product documentation showing its visual automation flow builder
PangoCDP product documentation: visual automation flow builder. Select the image to enlarge.

From request to resolution

Keep the service job visible through to completion.

Customer service, warranty teams, logistics and technicians need a shared history. The software connects the customer’s request with the people, decisions and field work needed to resolve it.

  1. Capture the request and obligation

    Keep the customer, purchase, product and previous service together. Confirm registration, warranty or return requirements and the approval needed.

  2. Assign and carry out the work

    Match the appointment, location, skills and parts with a technician or service partner. Give the receiving team the job context and instructions.

  3. Return progress and resolve exceptions

    Capture field updates, notes, parts and completion. Make missing information, delayed visits or further approval visible with a responsible next action.

  4. Close the service and learn from it

    Record the outcome and customer update. Use consistent reasons and status to review unresolved work, repeat issues, service demand and team workload.

Inside the PUREIT technician app

Give technicians the work and context they need.

In the Pureit project, the service team could assign a customer request as a field job. Technicians received the work in their app, updated its status and could activate a product warranty where needed. Progress returned to the central service record.

PUREIT technician home and work schedule
PUREIT technician home and work scheduleService actions and scheduled work in the technician application.
PUREIT delivery and installation jobs
PUREIT delivery and installation jobsAssigned jobs and status remain available to the technician.

The original Vietnam engagement was completed for Unilever before Pureit’s sale on 1 November 2024. These public app screens show the technician product as it has continued to evolve.

Customer records and connected systems

Connect customer care with the systems behind it.

Twin CRM can manage requests and service history. PangoCDP can use permitted purchase and service signals for relevant follow-up. Tailored applications and integration connect commerce, ERP, finance, logistics and field work.

The purchase can remain in commerce and the work order in a service platform. Agree the source for each record, the identifiers linking them and how corrections reach the other teams.

Service and enterprise reporting

Use the recorded work to understand the operation.

Managers need consistent information about service demand, product issues, repeat visits, assignment, outstanding work and completion. A wider data platform can bring those records together with other business sources.

PUREIT technician activity report
PUREIT technician activity reportThe public app shows work by type and completion category.
Sample distributor-reporting layout
Sample distributor-reporting layoutSample data illustrates comparable reporting ideas. The production dashboards are private.

Choose a starting point

Different relationships need different customer journeys.

Trade outlets and individual consumers use different records, channels and incentives. Choose the programme around the relationship you want to support.

Unilever OrderUNow

Unilever’s OrderUNow app gave shops a way to order stock. PangoCDP used outlet information from the app to group shops and tailor trade communication.

Explore the outlet programme ↗

Before we begin

Planning the customer programme

Can we begin with one customer journey?

Yes. A programme can start with sampling, a loyalty interaction, warranty registration or a service reminder. Define the customer action, available information, communication preferences and result to measure before extending the scope.

Do we need both Twin CRM and PangoCDP?

The products can be used independently. Twin CRM supports sales and service work; PangoCDP supports connected customer profiles, audiences and automated journeys. An integration is useful when a response or event needs to move into a team’s daily work.

Can the data support wider business reporting?

Yes. An enterprise data platform can connect relevant customer and service information with operational, finance and other sources. Suntory PepsiCo Vietnam’s Enterprise Data Hub illustrates a broader programme across seven business functions.

Campaigns, outlets and service

Build the next useful customer experience.

Bring a campaign, outlet or service journey and the result you want to assess. We can scope its first audience or workflow, the connected records and how your team will review it.