Customer Engagement

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Customer Engagement

Definition

Customer engagement describes how customers participate in their relationship with a business through interactions such as conversations, product use, feedback, or events. In CRM work, engagement records help teams understand what a customer is doing and choose a relevant next step. The meaning of an activity depends on context: repeated support requests may signal a problem rather than a strong relationship.

Usage Examples

For example, an account manager could review recent meetings, product-use signals from a connected system, and unresolved support cases before a check-in. If activity has dropped, the next step could be a conversation about the customer’s needs rather than an automatic promotional email.

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