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What is a Customer Profiling Software and How Can It Benefit You?

Customer profiling methods enable you to reach, influence and build your customer base. It allows you to detail your customer by helping you develop the right understanding of your target audience.

Whether it’s the organic traffic or paid campaigns, reaching a specific audience segment can dramatically increase your total turnover. In order to achieve this, you need to first understand your acquired customer list. This acts as a specimen for acquiring future prospects.

By segmenting your audience via customer zones, you can create a specific segment that applies specific messages to suit particular audience profiles. It also enables you to increase the penetration among your target audience.

CRM-based Customer profiling helps you realize the shortest and most effective path to reaching and acquiring your customers. Otherwise, having to appeal to your customers may become a circumventing process that fails to realize the true potential of your business. It also enables you to reach and engage with your audience in significantly better ways.

Always know your customer

Customer Profiling

Understand and appeal to your customer preferences

Collecting and making sense of your customer data is a great business challenge. Kapture customer profiling and segmentation tool lets you collect and segregate all prospect interactions on a single platform. This enables you to understand and profile your customers. Now start appealing to your customers based on their preferred medium with the right message.

A smarter customer management system lets you engage, manage and retain your valuable customer in a better way.

Acquire data-informed customer understanding

Kapture CRM cloud-based customer profile management lets you organize and manage all your prospect interactions on a single unified system. Start managing the customer accounts with all the relevant business information such as contact details, zone etc. When combined this gives you ease of access at managing business data and a greater versatility at diverting customer interactions.

Classify and Label
  • Classify and Label
  • A better way to manage customer base

    Kapture customer profile system creates a better way to classify and segment your clients based on custom parameters such as zone and nature of business. Now you can label and grade your entire customer base. Also, distinguish your most valuable customers based on special VIP tags

  • Active and Prospective Customers
  • Segregate your efforts using effective pockets

    Segregate your customers based on their active and prospective customer statuses. Now you can create separate workflows and email sequences for each particular segment. Now enables you to achieve the best approach for each customer segment.

Active and Prospective Customers
Rate Plans
  • Rate Plans
  • Set and forget

    Add SKUs for each of your products in the catalogue so that their data is easier to recall. The product management tool lets you successfully monitor and update the available stocks across the retail touch points. Now make it easier to provide the right product to the right consumer!

  • Customer History
  • Collect insights from customer History

    The cloud profiling tool helps you record, store and access all your customer previous interactions with your business. Now you can access any particular customer information such as order history, number of quotations and invoices sent, payments received, received complaints, meeting and email history, etc.

Customer History
Multiple Contacts
Multiple Contacts

Save multiple contacts within each customer profile with important details like department and designation.

Sub-Offices
Sub-Offices

Quickly add and manage multiple branch offices and sub-offices to a customer’s profile.

Customer Documents
Customer Documents

Create and attach order contracts and agreements to the relevant customer profile.

Data Merging
Data Merging

Avoid data duplication by merging duplicate contacts into one single profile.

Automated wishes
  • Automated Wishes
  • Send personalized customer wishes

    Start sending relevant warm wishes on the special dates for your customers such as birthday, anniversary and other special occasions. By tailoring each email to appeal to your customers, you can ensure that you needn’t send anymore generic sounding emails starting with ‘belated-wishes.’

  • Set Meeting Patterns
  • Plan and set new meeting patterns

    Plan and arrange meetings with your existing customers based on their previous meetings. Now you can arrange the optimal number of meetings to procure new orders or retain existing accounts.

Set Meeting Patterns
Customer Zones
  • Customer Zones
  • Create the right customer zones

    Segment your customers based on their operating locations and lay down identifiable customer zones. This helps you create a direct and straight-forward assessment to manage your customer base.

  • Tasks and Follow-ups
  • Be on time, all the time

    Schedule tasks and customer follow-ups and easily manage them with timely reminders and alerts.

Tasks and Follow-ups

Frequently Asked Questions.

Question

Why I need a customer profiling system?

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The customer profile management involves collecting and utilizing comprehensive data about their customers. The customer profile analysis involves comprehensively recording and managing all the customer's previous interactions with the business. This informs you about the current customer preferences and choices.

Every business needs to be sure about the profiles of their various customer segments.

Customer profiling tools let you collect and consolidate all customer data in a single platform. For example, an omnichannel customer profile system such as kapture CRM can help you effectively manage all your business interactions.

Here are some of the ways to use your customer profiling software.

1. Customer profiling for marketing – This involves segmenting your customer list into various different segments based on their product interest and marketing channel.

2. Customer profiling in sales – A customer profiling software would allow you to pitch prospects based on their current interest levels.

Kapture’s Operational CRM could be your ideal customer profiling tools that’ll improve the managing of your customers.

Question

Why Kapture customer profiling CRM?

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Kapture CRM automates a customer profiling system. By integrating Kapture CRM into your ongoing business operations, you can streamline data across your different touch points. With this system, you can aggregate business data on a cloud-based online customer profiling system.

Kapture’s customer profile management system integrates into all your ongoing business operations.

The customer profiling system lets you aggregate the business data across the different platforms. Afterward, the CRM-based customer profiling lets you generate accurate in-depth reports based on the collected data.

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What Are The Benefits Of Using A Customer Profiling Software?

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The Customer profiling for marketing feature helps you segment your customer list into various different segments based on their product interest and marketing channel.

The customer profiling in sales feature would allow you to pitch prospects based on their current interest levels.

You can also streamline data across your different touch points helping you aggregate your business data on a cloud-based system.

The customer profile management system integrates into your existing CRM software – so you can segment your existing leads and customer lists over a single dashboard helping you avoid the hassle of multiple imports and exports.

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What are the best features of Kapture’s Customer Profiling Software?

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Kapture’s customer profiling and segmentation tool lets you collect and segregate all prospect interactions on a single platform. This enables you to understand and profile your customers helping you target the right customer with the right message.

Kapture’s customer profile system creates a better way to classify and segment your clients based on custom parameters such as zone and nature of business.

Kapture also lets you segregate your customers based on their active and prospective customer statuses. This helps you create separate workflows and email sequences for each particular segment helping you achieve the best approach for each customer segment.

Kapture also helps you reward your loyal customers and bulk buyers with custom rate plans. You can also easily recall individual rate cards for each customer helping you quickly generate new orders.

The cloud profiling tool helps you record, store, and access all your previous customer interactions with your business. This helps you access individual customer information such as order history, number of quotations, and invoices sent, payments received, received complaints, meeting and email history, etc.

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How to choose the best customer profiling software?

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It should let you filter and segregate your audience based on easily accessible parameters.

It should let you access your entire customer list on a single interface so that you can retrieve list of similar customers based on a single user parameter - like Age, buying decision, location etc.

It should let you segment your customers based on their active statuses.

It should let you set different rate plans for individual customers by designing a differentiated pricing strategy. It should let you easily recall individual rate cards for each customer allowing you to quickly generate new orders.

It should let you segment your customers based on their operating locations and should let you lay down identifiable customer zones. This helps you create a direct and straight-forward assessment to manage your customer base.

Getting to know your customer from the inside-out is the first step to creating personalised sales and marketing strategies. A customer profiling solution helps you do just that with a 360 degree view on each customer’s data, history, and preferences. With a customer profile software, you get better insight into what best appeals to your target audience and how to cater to their expectations. Apart from storing all of a customer’s past purchase history and interactions with your business, the customer profile management software has a good number of features for segregating and managing multiple customers without leaving your crm.

The customer profiling methods used to classify different types of customers based on the value they add to the business, the zone they belong to, etc., helps you automate workflows for each segment within your customer base. Kapture’s profile management system is a smart solution for being on top of customer tasks; which often get overwhelming, when not done from one dashboard; especially follow ups, and meetings. Drive your business forward with data-backed customer profiling and deliver the right message to engage your customer base better. Choose kapture’s integrated customer profiling software and retain your most important customers for life.

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