How Well Do You Think You Know Your Customers?

Customer Profiling is essential for every business. A customer’s need is the number one priority for any thriving business. A customer’s need can be gauged by collecting data about the products they are buying, purchase trends and based on customer preference. This will help in gaining valuable insights about prospects with data driven insights.

Segregate And Customize:

Kapture Customer Profile System allows the business to classify customers based on custom parameters like zones, type of industry and contact details. Long standing customers can be given special treatment like VIP tags so that agents realize that the customer is top priority. The data collected is accessible instantly so that agents can provide seamless query resolutions.

Nurture Prospects:

Each customer can be marked with statuses like active or prospective customers by creating separate workflows. Emails and notifications about purchases can be sent to each particular customer based on priority and customer preference. This insight gives the agents the opportunity to strategize better at executing their plans.

Rate Plans:

Loyal customers and customers who place bulk orders usually expect discounts or loyalty rewards, this information can be readily accessed by agents so that they can set different rate plans for each specific customer and boost the influx of new orders.

Customer History:

Kapture’s Customer Support Software lets you store and grants instant access to all previous customer interactions with the business, order history, previous quotations, invoices, meetings conducted and payments received. Agents can resolve queries with swift solutions. Kapture avoids duplication by merging duplicate contacts into one single profile.

Automate Greetings:

Personalized greetings can be sent to customers on special occasions like birthdays and anniversaries which will drastically increase the appeal of the business in the customer’s perspective. This process can be completely automated by setting reminders so that the system sends the email greetings automatically with a pre-defined template.

Scheduling And Customer Zones:

Scheduling a meeting is made so much easier with Kapture Service CRM Software as it allows you to arrange the optimal number of meetings to receive new orders or renew existing accounts. Kapture lets you create customer zones based on operating locations and makes the customer identifiable by zones. The field agents benefit greatly with this feature.

Sign for A Free Trial of Kapture CRM. The free 30-day trial does not require a credit card and will allow you to begin using the CRM to manage your leads and support operations. You can also request for A DEMO of the software below.