Customer Profile Software

Customer profile software is a wonderful feature of a powerful CRM tool, which allows to gather the detailed information on any client in one place. With its help you can get the most complete profile of your customers.

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Why is customer profile software important for the business?

Customer profile is a common feature for any CRM. It allows building a 360-degree view of your customers. Thus, you can easily predict what your clients may need and what they are going to buy. Bpm'online automatic smart data enrichment allows you to have the complete customer profile with the minimum effort. What is more, bpm'online CRM keeps track of every interaction with an account or contact, including meetings and calls, contracts, orders and invoices. This enables you to evaluate the progress of your relationships, change your approach to achieve better results and make well-thought data-driven decisions.

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Account and contact management

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers. Use bpm’online sales to keep record of contact data, including addresses, with the ability to see them on the map, track connections between accounts and the relationships in company structures, see a list of activities they’re involved in and the entire history of interactions. Having a 360-degree view of your customers, you can predict their buying behaviour and preferences to win their trust.

Profile completeness

Manage the completeness of information on your customers, their contacts and deals. The system allows you to add weight to each parameter in customer profile and visualize the data in a convenient way. Sales rep can easily identify important customers and transactions, which lack the important details, and a supervisor can promptly evaluate the completeness of customer data in sales portfolio and make sure that database contains all relevant information. In case of information gaps the system allows to send a request to complete the missing data.

Customer database analytics

Analyze your customer database and convert the data into actionable insight that will help to identify new opportunities. A thorough analysis enables you to see your customer base under a different lens and identify the top customers that could fuel your company’s growth. Customize dashboards in bpm’online sales to keep an eye on the key performance indicators.

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