Customer Profiling Tools to Streamline Your Process

Customer Profiling Tools to Streamline Your Process

Profiling your customers is an important method of gathering information to help you better serve them. You’ll not only be able to create more targeted marketing materials, but you will also be able to create better products and services as well as improve the offerings you currently have.

Nothing can improve sales more than enhancing your current customers’ experiences with your company. If you practice customer profiling correctly they will think you are reading their mind, but they will not feel exploited since you will keep all their information only for your purposes.

The things you might need to know about your customer are:

  • Family situation
  • Gender
  • Income level
  • Education
  • Occupation
  • Cultural background
  • Purchasing habits
  • Shopping behavior

Getting this information is important and will help you serve your clients better. Fortunately, today there are many tools you can use to help you get to know your customers better.


Geared toward small businesses that want to know their clients and customers more, Batchbook helps keep all the information organized so that you don’t have to rely on memory. Since it’s cloud based, your team can work with Batchbook from any location with multiple devices with just an internet connection.

This is also a customer relationship management (CRM) cloud-based software that offers a lot of information and helps with building relationships. Insightly focuses on building relationships so that you can better profile your current customers, as well as gather information that will help you market to potential customers.

Gain a complete depiction of customers, measure, compare, and study a large amount of data including consumer preferences, demographics, behavior and more with Turn. As you gain valuable insights into your customers you’ll be able to retain more, thus saving on marketing dollars.

Help Scout

An easy to use and cloud-based customer support software that helps you get better insights into your customers’ behavior. Help Scout helps you collaborate, build relationships and form opinions about your customers.


Using survey software like SurveyMonkey will be very useful to let you collect material from your current customers that will help you in identifying a lot of valuable information, so that you can provide good solutions to your clients and create better marketing material for prospects.

Since a current customer is worth, according to the White House Office of Consumer Affairs, up to ten times as much as their first purchase, it will benefit you to collect as much information as you can about your customers. The collection and analyzing of this information is imperative.

By getting to know your customers better through customer profiling, you will also be able to serve current customers at a higher level, as well as target new customers in a better way. Customer profiling provides a competitive advantage that cannot be gained in any other way.

A Message from Norma...

In case you're curious, I started working online in 1997 - in the dinosaur days of the internet. My purpose here at HomeFreeMedia is to help YOU build the business of your dreams by developing and recommending top quality products and tools. This will also result in profit and affiliate commissions for me, so we both win!
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