
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
- Link profiles with other profiles to map associations and affiliations
- Builds deeper context into business networks
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
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Building Partner Network -
FOOTNOTE