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The primary goal of HDB OneView is to integrate and automate sales, marketing, and customer support. Therefore, this system typically will have a dashboard that gives an overall view of the three functions on a single customer view, a single page for each customer that a company may have. HDB OneView will provide client information, past sales, previous marketing efforts and more; summarizing all of the relationships between the customer and HDB Financial Services Ltd. Operational HDB OneView is made up of 3 main components: Sales Force Automation, Daily Sales Reporting, and Relationship Manager portal. This will also help each employee to analyze self-performance and compare himself with the best employees in his department.

With HDB OneView, customers are expected to be served better in day to day processes and with more reliable information. If there is less time for first interaction from the time a request is made by the customer, the customer satisfaction level increases, which helps the organization.