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You need to track customer data for your startup. What software should you use?

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If you run a startup, you know how important it is to build strong relationships with your customers. But how do you keep track of their data, preferences, feedback, and interactions? You need a software solution that helps you manage and analyze your customer data effectively. In this article, we will explore some of the key features and benefits of different types of software for tracking customer data, and help you choose the best one for your startup.

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Aravind Unnikrishnan

Driving Organizational Growth through Strategic Integration & Process Enhancement | Expert Business Analyst…
Chris Wilden

Account Manager | Ex- Adobe, Razorpay | Driving Success through Proven Strategies
Bryan Slembrouck

Selling Branch Manager at Labor Finders

1 CRM software

CRM stands for customer relationship management, and it is a software that helps you store, organize, and access your customer data. CRM software can help you create and update customer profiles, segment your audience, track your sales pipeline, schedule appointments, send emails, and more. CRM software can also integrate with other tools, such as marketing automation, social media, and analytics, to give you a holistic view of your customer journey. CRM software is ideal for startups that want to improve their customer service, retention, and loyalty.

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Aravind Unnikrishnan

Driving Organizational Growth through Strategic Integration & Process Enhancement | Expert Business Analyst, Transformation Specialist, Enterprising Leader, and Solutions Architect
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As a startup, requirements and systems will keep evolving and so as the data structure.. until requirements are saturated to an extent by which the business model is covered and supported, a suitable software can be deployed. As every software has pros and cons, features to be analyzed and adapted. For a startup; scalability, flexibility of any software plays a vital role. Quick adapt to change and implementation timelines are important. Proprietary developments are also an alternatives.

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Bryan Slembrouck

Selling Branch Manager at Labor Finders
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Before even reviewing any CRM software, try it with Excel. Build yourself a template and spend some time determining what information you need. Do not invest hundreds or thousands of dollars in a program until you know exactly what you want.

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Chris Wilden

Account Manager | Ex- Adobe, Razorpay | Driving Success through Proven Strategies
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Consider using a Customer Relationship Management (CRM) software like Salesforce, HubSpot, or Zoho CRM for efficient customer data tracking in your startup.

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2 CDP software

CDP stands for customer data platform, and it is a software that collects, cleans, and combines data from multiple sources, such as your website, mobile app, email, social media, and third-party platforms. CDP software can help you create a unified and consistent customer database, enrich your data with additional attributes, and activate your data across different channels and platforms. CDP software can also provide you with insights and recommendations based on your data, such as customer segments, personas, behavior patterns, and preferences. CDP software is ideal for startups that want to personalize their marketing campaigns, optimize their conversions, and increase their revenue.

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Chris Wilden

Account Manager | Ex- Adobe, Razorpay | Driving Success through Proven Strategies
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For tracking customer data in your startup, consider using a Customer Data Platform (CDP) like Segment, Tealium, or BlueConic.

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Liz (Gass) Jackson

Sales Driver | Stanford LEADer | Sustainability Advocate | Leadership
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Depending on the scale of business, MONDAY seems to be a great platform for CRM and keeping project management and connection in sync. I have used it with me and two others to global team use. In coordination, I would agree shared Excel documents can really aid.

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3 NPS software

NPS stands for net promoter score, and it is a software that measures how likely your customers are to recommend your product or service to others. NPS software can help you collect feedback from your customers, calculate your NPS score, and identify your promoters, passives, and detractors. NPS software can also help you analyze your feedback, identify your strengths and weaknesses, and improve your customer satisfaction and loyalty. NPS software is ideal for startups that want to understand their customer sentiment, benchmark their performance, and grow their word-of-mouth referrals.

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Chris Wilden

Account Manager | Ex- Adobe, Razorpay | Driving Success through Proven Strategies
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For tracking Net Promoter Score (NPS) in your startup, consider using software like SurveyMonkey, Delighted, or Promoter.io.

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4 How to choose the best software for your startup

When selecting the best software for tracking customer data, it's important to consider your goals and objectives, data sources and needs, budget and resources, and preferences and expectations. Ask yourself: do you want to improve customer service, personalize marketing, or increase referrals? Do you have multiple data sources and platforms or just one or two? How much can you afford to spend? Do you need a lot of features or just the essentials? Answering these questions can help you narrow down your options and find the software solution that best meets your startup's needs. It's not just about collecting information, but also about using it to build better relationships with customers.

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Chris Wilden

Account Manager | Ex- Adobe, Razorpay | Driving Success through Proven Strategies
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Choose customer data tracking software based on your startup's goals, data requirements, budget, and preferences, ensuring it aligns with your business objectives and resource constraints.

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5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Chris Wilden

Account Manager | Ex- Adobe, Razorpay | Driving Success through Proven Strategies
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FIND YOUR NICHE Identify your unique skills and passions, assess market needs, and align them to carve out a distinctive role in the startup.

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You need to track customer data for your startup. What software should you use?

1

2

3

4

5

1 CRM software

2 CDP software

3 NPS software

4 How to choose the best software for your startup

5 Here’s what else to consider

Relationship Building

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You need to track customer data for your startup. What software should you use?

1

2

3

4

5

1 CRM software

2 CDP software

3 NPS software

4 How to choose the best software for your startup

5 Here’s what else to consider

Relationship Building

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