Customer Profiling & Live Context

SELL-SIDE / SALES & CRM

Wide scope of applications across all areas of go-to-market, sourcing and distribution.

KNOW YOUR CUSTOMER

Profile all customers with relevant facts in one place
Standardized profile format aids quicker and better grasp
Map relevant milestones on the customer journey to capture what matters
Define all your customers - segment them by type along with other anchors to build a framework that positions each profile both individually on its own and relatively against each other. For instance: people, companies, sectors, markets, business units are common anchors which are then correlated with each other.

RELATED NETWORK

FOLLOW YOUR CUSTOMER

Capture and share updates on the customer by adding to the feeds
This builds a shared workplace for sales and marketing teams to get updates on all customers
Daily check on latest posts helps keep everyone up-to-date on new developments in the customer network

TRANSLATE LIVE CONTEXT INTO BETTER RELATABILITY

Pre-meeting context and refresher on helps build threads
Commonly on field trips, leaders keep discussions at high-level which for many appears distant and indifferent
With live context, meetings become more productive and enables everyone to be more customer-centric
Make the customer experience the attention to personalized agendas, priorities and partnership approach
Ignite the “R” in CRM - nurture relationships instead of making it a CTM i.e. Customer Transaction Management
Leverage the insights to prepare for meetings or moves that deliver higher customer proximity with higher trust and confidence. Commonly on field trips, leaders keep discussions at high-level which for many appears distant and indifferent - but with the profiler approach you are armed for higher impact.

CALL LOGGING

Many businesses like to log calls to customers - on HX option is to either build a series of posts on a profiler on an activity feed for this or else use the ticketing module that is setup for this