Use cases
By role and use case, find how you will use it
Owners, sales reps, solo users; key accounts, B2B, B2C, sales management. Whatever the play, Youdian connects scattered customer information into one reusable network.
By role
Owner / founder
Turn customer relationships tied to individual sales reps into knowledge assets the company can pull up anytime.
Customer assets are tied to individual sales reps
- Assets depend on individuals, so risk is concentrated
- When a rep leaves, the information walks out too
- Hard to get up to speed on a key account fast
- No company-level view of customers
Customer assets become company assets
- Company-level customer knowledge base
- Layered permissions with clear boundaries
- Smooth handover of data when someone leaves
- Continuous tracking of key projects
Customer knowledge baseLayered permissionsOffboarding handoverKey projects