Create customer profiles and see how you can manage your business better. Take marketing into your own hands and learn to promote your product or service easily.

1. How Creating Customer
Profiles Enhances Management

2. Customers are at the center of every sales model.
The customer information obtained from a source
is the most important aspect of your sales
strategy. Gathering the information and creating a
customer profile can help you identify your target
customers and help you make headway in your
business. Customer profiling is a key aspect of
customer data management and has a huge
impact on a business’ customer relationship
management strategy.
A customer profile-management tool is required for proper customer data management, and Kapture’s
customer profiling software offers the perfect solution that facilitates customer profile analysis. CRM-
based customer profiling allows you to realize the most effective way to reach and acquire customers
while engaging with your existing ones in better ways.

3. Why are customer profiles important for enhancing management?
• Classification and organization
• Loyalty rewards
• Targeted marketing
• Upselling/cross-selling
• Lead profiling
• Existing customer profiling
• Record of interactions
• Personalized wishes
• Meetings

4. 1. Classification and organization
Gathering and finding an appropriate way of using your
customer data can be challenging, but Kapture’s
customer profiling tool lets you collect, classify, and
organize all prospect interactions on one platform,
enabling you to understand your customers better.
With the use of the right customer relationship
management tools, you can label and classify your entire
customer base, sort through your customer base, find
loyal customers, and even grade customers based on their
loyalty or other parameters. With CRM, you can easily
differentiate active customers from prospective customers
and apply strategies to different customer segments.
Customers can also be segregated based on their
operating locations, and you can use the information to
create identifiable customer zones, which will provide you
with a direct means of managing your customer base.

5. 2. Loyalty rewards
Customer profiling software can help you to reward your customers for
their loyalty, create tailored pricing plans for your loyal customers and
increase the likelihood of developing a lifetime customer because of the
improved customer service and customer experience provided. Special
VIP tags can also be assigned to customers based on customer loyalty. Without
customer profiling, sorting through customer data would become a tedious
process subject to manual errors.
3. Targeted marketing
A profile-management tool allows you to keep all customer information,
including a history of their purchases, check the number of purchases
made, frequently bought products and services, and the amount spent on
items. Customer profile analysis can help to develop targeted
marketing campaigns for different customer segments to increase ROI
from marketing efforts. Active and prospective customer statuses can be
used to develop separate workflows and email sequences to target
different customer segments in the most optimal way.

6. 4. Upselling/cross-selling
Upselling or cross-selling products are common for businesses today, but
this requires that businesses discover ways of engaging with their target
customers beyond initial product offers. Customer profiling is crucial for
businesses to understand the requirements of their audience and offer
impactful upsell/cross-sell opportunities.
5. Lead profiling
Lead profiling allows for leads to be segregated into categories based on
different sources like the source of acquisition, conversions, or revenue
expected, which could be used to measure the effectiveness of marketing
campaigns and help to expand the customer base.

7. 6. Existing customer profiling
With a CRM-based customer profiling system, businesses can
gauge customer data within a single platform, aggregate data,
determine the most profitable customer segment, and
analyze customer retention.
7. Record of interactions
The cloud profiling tool can help to record, store and access
previous interactions between your business and customers,
giving you access to information regarding order history, the
number of quotations and invoices, payments received,
complaints received, meeting and email history, all of which
helps to make better business decisions.

8. 8. Personalized wishes
Birthdays, anniversaries, and other special occasions can be
made extra special for your customers with the help of
customer profiling CRM. Tailor-made wishes will help to
improve the customer experience while interacting with your
business, and, thereby, raise overall customer satisfaction
with your business.
9. Meetings
You can plan for and arrange meetings with present customers
based on previous meetings where you will be able to decide
the optimal number of meetings that can result in the
procurement of new orders or retaining existing customer
accounts. Timely reminders can also be set for scheduling of
tasks and carrying out customer follow-ups.
Resource:- How Creating Customer Profiles Enhances Management