Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Understand your customers interactions with your product and make informed product success decisions.
Bring efficiency, add scale, and connect user behavior to personalized actions.
Define and track onboarding by phase, user progress, account, and portfolios.
Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Optimize product usage by monitoring in-depth user data and receiving actionable insights
Improve decision making and actions for enhanced outcomes.
Get a complete view of your customer and all their moving parts.
Create the right scoring system for your organization.
Deliver consistent customer experiences and repeatable success.
Increase your productivity real-time, automated alerts.
Create groups across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Reach out to groups of customers when you need to.
Create surveys to get timely feedback from your customers.
Automate your actions, alerts, surveys, and more.
Create and track tasks across teams.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Get status updates, warnings, and extensive reports at the right time so you can make effective decisions.
Create, monitor, and automate comprehensive Playbooks for every scenario.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Our core values, team, and community
Come work with us!
Get in touch anytime.
Employee success drives customer success.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
Customer profiles are a great way to understand customers better and improve customer experience. Learn more about customer profiles.
Every company is about the choices they make. Depending on how teams interact with each other and customers makes the team efficient. Creating a customer profile is the first step for building marketing campaigns, making customer success strategies work, and understand customers better. One thing every company needs to know is customer information. To get that information, you need customer profiles.
Ideally, customer profiles tell you everything about the potential people you want to make your customers. Customer profile is similar to buyer persona but it’s in fact more real. It has all the information about a potential customer base like-
Customer profiles will make it easier to create the right decisions. Having a customer profile will help sales teams understand the product better. A customer profile should also include their hobbies and specific interests.
Customer profiles have been noted as important or extremely important as per research including 99 % of marketers.
It is easier for sales teams to find leads as customer information is already available. They can contact the right people and generate leads who fit the same criteria. This data will help sales teams mine the best customers. This is a long-term strategy that will help customers get exactly what they want.
Personalization is important for any customer success strategy. For that, it is important to keep customer profiles in mind. Customer profiling will ensure that when communication is sent, it is right. It is best for large size accounts where it is impossible for sales accounts to learn about every customer. To prove that buyer needs can be met by products, it is important to have what they prefer.
By nurturing customers whose profiles fit the products, it is easier to get new leads. If even a percent of customers convert, it is due to customer profiling. Since you know the exact traits of the customer, it is easier to get hem onboard. The needs are known making it easier for sales teams to contact them.
Customer profiles are helpful in creating alignment across the company. Aligning sales, marketing, development, and customer success is possible via customer profiling to get better results. This qualitative information can help making content and teams aligned to customers.
Customer profiles need to be accurate. They should not be based on guess work. Customer profiles need to be accurate to gain a comprehensive view of customer lining. Customer profiles need to have complete information about the customers. If any important data points are missed, it is tough to construct a customer profile.
Ask your sales team about customers. They are a great resource to know about customers. Their insights can be helpful for sales teams. With their help, you can understand the motivations, traits and behaviours of people.
Website analytics are a great way to get data about customers. Analytics will help us understand basic information about the age, location, gender, device, and more. Is the percentage of people split evenly or is it rough? Understand these metrics to get an idea of customers and their levels of interest.
Another way to build customer profiles is by surveying customers. Voice of customer is a way to get feedback from customers via survey routes. Key questions like what problems they have, how they solved them, what influencers or methods they followed can help. Once that information is available, it is easier to dig through the data and form customer profiles.
Spending time researching customers and their traits is also important to build a customer profile. Using social media like twitter or LinkedIn can help you understand how customers talk. Inspect and introspect this data to get an idea of customer profiles.
With all the information you have about the customer, build their profiles so that it can be distributed and matched across teams. Try to understand which marketing channels you can pick for the personas. Make sure all the information is qualified to get the right details about the customer.
A good and effective customer profile template is one that specifically describe the customer-his aspirations, needs of the customer, and marketing information.
Here are some template examples to give you an idea of how customer profiles can look
This is a personal customer profile describing their pain points, behaviour, interests, background, and more. This gives customer information to the point enabling sales teams and other teams to work in a related manner.
Every customer is split based on their core values, demographics, and age range. It also has short information about the batch making it easier to advertise and sell to. With this, it is possible to target appropriately and reach customers well.
Source: Fit Small Business
Theis customer profile is ranks prospects to see if they fit the business or not. These ranks will be useful in understanding if a certain sales pitch will work for this company or not. If the score meets what the customer is looking for, the team can proceed with a sales pitch.23
Customer profiles are needed for any sales or marketing team. They allow for better messaging, sales pitching personalisation, and improved chances of conversion. However, it is important to base customer profiles on real data and information rather than guesswork or estimates. This will help create a true buyer persona and nurture leads accordingly. By connecting with your customers on a deep level, it is possible to build a strong foundation that will give insights of value. Collating all customer information in a sorted manner will also improve the scope of finding patterns and uncovering useful insights.
Published 29 Jan 2021, Updated 2 Feb 2021
What changes do you need to incorporate into your customer success/acc...
27 Sep, 2022
Customer success teams always try hard to improve customer health scor...
23 Sep, 2022
Here is a list of free NPS software and NPS calculators that are avail...
22 Sep, 2022
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.