Customer data: how to create a database and use it efficiently?
Posted: Thu Dec 05, 2024 10:08 am
As businesses grow, so does the volume of customer data . That information is gold! And to take advantage of it, the best way to do it is to create a customer database.
Did you know that high-performing companies are those that make the most of their customer data? According to Zendesk’s 2020 Customer Experience Trends Report , companies manage three times as much data as they did five years ago, and 71% of customers expect companies to collaborate internally so they don’t have to do the same thing over and over again.
Managing and interpreting list of zimbabwe consumer email data is critical to understanding customers and proactively identifying opportunities to serve them.
Depending on your capabilities and the size of your business, you can create and manage your customer base using different tools.
Customer data is a great way to boost your business activities. It allows you to know who your customers are and how they behave. Some aspects that you can learn about through customer data are:
demographic information (age, occupation, region, purchasing power, etc.);
consumer habits (for example, whether you shop regularly or at certain times (promotions, launches, Black Friday, etc.);
purchase history;
support request history;
preferred channels (through which channels do they communicate with you, are they a social media user?), among others.
This customer data will allow you, for example, to create specific segmentations when making promotions, personalize information and service, or make improvements to products or services based on the opinions or desires of your customers.
You may be interested in reading: What is customer segmentation and how to categorize your contact base?
However, without a customer database system that organizes and helps you manage all this information, you will likely not be able to get the most out of your customer data. If you don't have a database yet, here's how to get started.
How to create a customer database?
An easy option that will help you get started is to create a customer database in Excel . To do this, you will need to create an Excel spreadsheet and organize the customer data into columns.
It's a simple and efficient solution that won't cost you any money. In fact, you can use Google Docs spreadsheets and work remotely and collaboratively with your team.
However, as your business grows, you're going to need a more robust solution to meet your needs. Sales CRMs are designed to improve productivity, processes, and pipeline visibility for sales teams. In fact, 91% of companies with more than 11 employees use a CRM system.
Plus, it's software that scales with your business as it grows and integrates with your customer support systems. For example, when a support ticket turns into questions about new products, that lead can be passed on to the sales team.
Shall we see more next?
Sales Database: How to Collect Customer Data?
Now you know that you can manage customer data in Excel and also by using CRM software . Before moving on to the main functions of sales CRM, here are some tips for collecting valuable customer data to create strategies, personalize service and sell more.
use lead magnets : content that serves to obtain key information from website visitors;
create online ads: you can set them up so that the customer completes a contact form, makes a call or makes a purchase;
Use chatbots : Virtual assistants, in addition to helping you with real-time service, also have functions for collecting data through forms or predetermined questions;
implement satisfaction surveys : to obtain quantitative and qualitative information on product/service compliance, attention, scope of information and contact channels.
If you want to know more about types of customer databases, we recommend: Customer database What is it and how can it improve your customers' experience?
Did you know that you can get all this customer data automatically? Below, we'll look at which sales CRM features are ideal for boosting your customer database.
Record in real time emails related to contacts and leads;
Receive real-time notifications and alerts when a potential customer reads or clicks on your email so you can communicate instantly;
Get analysis of key metrics such as call count, duration, and outcomes.
Read also: Sales KPI: guide to calculate these indicators in your company .
Leverage customer data with Zendesk
When it comes time to manage customer data with a CRM, we encourage you to consider Zendesk for Sales . With this integrated solution, you can:
access the full context of a client's account, to stay up to date and capitalize on opportunities;
automate data capture, so your reps and agents stay in sync;
Design and manage a pipeline that fits your business so reps can prioritize customers and leads.
And much more!
With Zendesk for Sales, you stay in the loop on what’s happening in your pipeline, while your team focuses on high-value leads and deals without getting bogged down in administrative tasks. Check it out! Request a free demo .
Did you know that high-performing companies are those that make the most of their customer data? According to Zendesk’s 2020 Customer Experience Trends Report , companies manage three times as much data as they did five years ago, and 71% of customers expect companies to collaborate internally so they don’t have to do the same thing over and over again.
Managing and interpreting list of zimbabwe consumer email data is critical to understanding customers and proactively identifying opportunities to serve them.
Depending on your capabilities and the size of your business, you can create and manage your customer base using different tools.
Customer data is a great way to boost your business activities. It allows you to know who your customers are and how they behave. Some aspects that you can learn about through customer data are:
demographic information (age, occupation, region, purchasing power, etc.);
consumer habits (for example, whether you shop regularly or at certain times (promotions, launches, Black Friday, etc.);
purchase history;
support request history;
preferred channels (through which channels do they communicate with you, are they a social media user?), among others.
This customer data will allow you, for example, to create specific segmentations when making promotions, personalize information and service, or make improvements to products or services based on the opinions or desires of your customers.
You may be interested in reading: What is customer segmentation and how to categorize your contact base?
However, without a customer database system that organizes and helps you manage all this information, you will likely not be able to get the most out of your customer data. If you don't have a database yet, here's how to get started.
How to create a customer database?
An easy option that will help you get started is to create a customer database in Excel . To do this, you will need to create an Excel spreadsheet and organize the customer data into columns.
It's a simple and efficient solution that won't cost you any money. In fact, you can use Google Docs spreadsheets and work remotely and collaboratively with your team.
However, as your business grows, you're going to need a more robust solution to meet your needs. Sales CRMs are designed to improve productivity, processes, and pipeline visibility for sales teams. In fact, 91% of companies with more than 11 employees use a CRM system.
Plus, it's software that scales with your business as it grows and integrates with your customer support systems. For example, when a support ticket turns into questions about new products, that lead can be passed on to the sales team.
Shall we see more next?
Sales Database: How to Collect Customer Data?
Now you know that you can manage customer data in Excel and also by using CRM software . Before moving on to the main functions of sales CRM, here are some tips for collecting valuable customer data to create strategies, personalize service and sell more.
use lead magnets : content that serves to obtain key information from website visitors;
create online ads: you can set them up so that the customer completes a contact form, makes a call or makes a purchase;
Use chatbots : Virtual assistants, in addition to helping you with real-time service, also have functions for collecting data through forms or predetermined questions;
implement satisfaction surveys : to obtain quantitative and qualitative information on product/service compliance, attention, scope of information and contact channels.
If you want to know more about types of customer databases, we recommend: Customer database What is it and how can it improve your customers' experience?
Did you know that you can get all this customer data automatically? Below, we'll look at which sales CRM features are ideal for boosting your customer database.
Record in real time emails related to contacts and leads;
Receive real-time notifications and alerts when a potential customer reads or clicks on your email so you can communicate instantly;
Get analysis of key metrics such as call count, duration, and outcomes.
Read also: Sales KPI: guide to calculate these indicators in your company .
Leverage customer data with Zendesk
When it comes time to manage customer data with a CRM, we encourage you to consider Zendesk for Sales . With this integrated solution, you can:
access the full context of a client's account, to stay up to date and capitalize on opportunities;
automate data capture, so your reps and agents stay in sync;
Design and manage a pipeline that fits your business so reps can prioritize customers and leads.
And much more!
With Zendesk for Sales, you stay in the loop on what’s happening in your pipeline, while your team focuses on high-value leads and deals without getting bogged down in administrative tasks. Check it out! Request a free demo .