📣 Marketing, CRM & Support
Marketing, CRM & Support architecture diagram templates
Customer data platforms, campaigns, loyalty, contact centres and helpdesk ticketing. Open any template to see the finished diagram, then use it as the starting point for your own in the Studio.
11 templates
Customer Data Platform
A customer data platform that joins a customer's activity from website, app, store and support into one profile, and sends audiences to marketing tools.
Helpdesk Ticket Lifecycle
The states of a customer support ticket, from creation through assignment, waiting on the customer, resolution and reopening.
Contact Centre Call Routing
How an incoming support call is routed: caller recognition, IVR menu, self-service options and routing to the right skilled agent queue.
Email Campaign Send Sequence
How a marketing email campaign is sent: audience built, consent checked, emails personalised and sent in batches, and opens and clicks tracked.
CRM Sales Pipeline Schema
Tables for a B2B sales CRM: accounts, contacts, leads, opportunities moving through stages, activities and quotes.
Marketing Funnel
How visitors flow from marketing channels to sign-ups, trials and paying customers in a month, to see which channel brings buyers, not just traffic.
WhatsApp Support Bot with Agent Handover
How a WhatsApp support bot answers common questions and hands the chat to a human agent, with the full conversation, when it can't help.
Marketing Automation Platform Deployment
Where a marketing automation platform runs: tracking and APIs at the edge, journey workers, a message queue and channel providers.
Customer Feedback Analytics
How feedback from surveys, reviews, tickets and calls is collected, analysed for sentiment and topics, and turned into a weekly report for product teams.
Customer Support Channels and Tools
The channels and tools of a modern support team, from self-service to live agents to quality measurement.
Loyalty Programme Platform
A retail loyalty programme: points earned on every purchase in store or online, tiers, rewards redemption and partner offers.
More Marketing, CRM & Support templates are being added regularly.