Find out how customer profiling can be a great asset to your business. Learn using simple steps on how to get started. Here are a few easy steps that will help your business effectively manage customer profiling 1. Know your business 2. Identifying the customer 3. Conduct frequent surveys 4. Create customer personas 5. Keep profiles updated

1. 5 Easy Steps To Get Started
With Customer Profiling

2. Customer profiling refers to
creating ‘customer types’ based
on demographic statistics,
geographic locations, purchase
history, buying patterns, and
more. It allows any company to
quickly choose the best means of
handling customer service
operations based on the needs of
the customer.

3. Here are a few easy steps that will help
your business effectively manage
customer profiling –
1. Know your business
2. Identifying the customer
3. Conduct frequent surveys
4. Create customer personas
5. Keep profiles updated

4. 1. Know your business
Before you get started on your company’s
customer profiling strategies, the people
appointed to handle customer profile analysis
must be thoroughly aware of what the company
stands for, aside from general knowledge of other
business operations.
There needs to be a complete understanding of
the products and services offered by your
businesses, and the same must be apparent
amongst all staff appointed with customer
relations as well.
Business offerings should be able to evolve by thoroughly monitoring and analyzing customer
response, and for this, good knowledge about business operations will come very much in handy.

5. 2. Identifying the customer
The next step in customer profiling involves identifying
the target customer. For this, businesses may use
demographics, psychographics, purchase behaviour,
environmental factors and more. Collection of simple
details about the customer will help you effectively
target your products and services to the customer
and achieve more ROI in the process.
By correctly marketing certain products to the
customers who are more likely to be interested in them,
your business will stand a higher chance of converting
marketing efforts into sales. Identifying the customer is possible with the help of thorough customer data
management, which you can avail using third-party services as well.

6. 3. Conduct frequent surveys
Customer profiling works well with the help of the right
feedback mechanisms. Using different services to attain
feedback from customers will help you establish the main
assets and drawbacks of the current customer operations
within the business.
To pursue customers for feedback with the help of surveys, it
is beneficial to offer incentives, such as discount codes or
free shipping, which will attract the customer and help them
feel rewarded. Such an exercise will also help the business
work on customer relationship management, as both parties
are rewarded for their efforts equally.
Lastly, when the business takes on new projects or releases
new ventures, a quick survey from the customers will help
you gain an insight into the probability of success of the
evolving business.

7. 4. Create customer personas
While creating a customer profiling template, it is necessary
to add in details that will help you market to customers as
individuals, not as a group. To effectively build a customer
persona, you will need to consider the following factors –
• title
• age
• education
• job title
• income details
• how they use your products
• what are the marketing methods that can be used to
reach them
• the role they play in your decision-making process.
With these details, it will enable the business to establish a relationship with the different accounts
created.

8. 5. Keep profiles updated
It is crucial to accurately record and document all
customer profile analysis information into a database
that can be referred to as and when required. At the
same time, it is also necessary to keep the profiles
thoroughly organized and updated at frequent
intervals. Efficient organizations will also make it
easier to add updates and minimize the chances of
errors while entering customer data.
Resource:- 5 Easy Steps To Get Started With Customer Profiling