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What types of data can you use to improve your CRM system?

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Data is the lifeblood of any CRM system. It helps you understand your customers, segment them, personalize your interactions, and measure your performance. But not all data is created equal. To get the most out of your CRM system, you need to use the right types of data for your goals and challenges. Here are some examples of data types that can enhance your CRM system and how to use them effectively.

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Klemen Hrovat ??

Fully Personalized Follow-Ups in HubSpot Sequences | Co-founder/CRO @ Sellestial
Reuben Swartz

Fun "Anti-CRM" for Solo Consultants Who Hate "Selling" but Love Serving Clients. Put the "relationship" back in CRM:…
Marni Melrose

I power up people with AI Psychtech. Learn how you can use AI to take control of your personal & business life

1 Customer profile data

This is the basic information that identifies who your customers are, such as their name, email, phone number, location, industry, company size, and role. Customer profile data helps you create a single source of truth for your contacts and accounts, and enables you to segment your audience based on relevant criteria. You can use customer profile data to target your marketing campaigns, tailor your sales pitches, and deliver personalized service.

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Klemen Hrovat ??

Fully Personalized Follow-Ups in HubSpot Sequences | Co-founder/CRO @ Sellestial
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All the basic information is important, but you need to keep it up to date. From my experience, including a LinkedIn profile link helps a lot - when you want to confirm the person is still there, or when you want to relate to their recent activities online ... New CRMs are coming, where basic information is added automatically, as well as it updates automatically. That can save you a lot of time-related to data management.

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Reuben Swartz

Fun "Anti-CRM" for Solo Consultants Who Hate "Selling" but Love Serving Clients. Put the "relationship" back in CRM: conversations, referrals, follow-up, lead magnets, proposals. Host of the Sales for Nerds Podcast ????
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Most people load basic info like email, phone, social media handles, etc, but then don't save good notes about actual conversations. -- What's the big problem the prospect is trying to solve (in their own words)? -- What are they hoping to see in a solution (in their own words)? -- What are the next steps? If you can refer back to this information, you get a much better sense of who you should be trying to help, and how.

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Marni Melrose

I power up people with AI Psychtech. Learn how you can use AI to take control of your personal & business life
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A key piece of this is source. Knowing the source of the data is crucial for several reasons. 1. Targeted marketing strategies. 2. Improved customer segmentation 3. Enhanced data quality. 4. Optimize sales approach. 5. Compliance and privacy. 6. Better, customer, Insights and analytics. 7. Resource allocation and ROI analysis. 8. Personalization. Leveraging the source of your customer data can directly contribute to more effective revenue enablement strategies

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Mohamed Nashaat

Customer Relations And Services Consultant | Telecommunications & Healthcare Customer Experience Expert | Customer Experience Excellence Guru l CPHQ ,TOT, Six Sigma White Belt, PMP Certified l MBA Holder l DBA In Process
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in my opinion There are many pieces of data that you can store in your CRM, such as a contact's name, email, phone number, city or location, address, gender, education, work history, and marital status.

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Mohamed Nashaat

Customer Relations And Services Consultant | Telecommunications & Healthcare Customer Experience Expert | Customer Experience Excellence Guru l CPHQ ,TOT, Six Sigma White Belt, PMP Certified l MBA Holder l DBA In Process
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in my opinion -identity Data. Identity data includes descriptive details that can be used to identify your customers, leads, and contacts. -Descriptive Data. Descriptive data includes lifestyle details relevant to your contacts. -Quantitative Data. -Qualitative Data.

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2 Customer behavior data

This is the data that shows how your customers interact with your business, such as their website visits, email clicks, app usage, purchase history, feedback, and support requests. Customer behavior data helps you understand your customers' needs, preferences, pain points, and satisfaction levels, and enables you to identify opportunities and risks. You can use customer behavior data to optimize your customer journey, nurture your leads, cross-sell and upsell your products, and improve your retention and loyalty.

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3 Customer sentiment data

This is the data that reveals how your customers feel about your brand, products, and services, such as their ratings, reviews, testimonials, social media mentions, and survey responses. Customer sentiment data helps you measure your customer satisfaction, loyalty, and advocacy, and enables you to detect and resolve issues, enhance your reputation, and generate referrals. You can use customer sentiment data to monitor your customer feedback, address your customer complaints, reward your customer advocates, and showcase your customer success stories.

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Urszula U.

eCommerce Development, CRM & Marketing Automation Specialist Driving Growth through Strategic Digital Solutions
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This part is always difficult to maintain. For example Zoho Crm is integrated with Zoho Survey where you can easily send an email where you can ask for feedback. There are other tools that can be integrated with your CRM- a ticketing system for issues and complaints handling like Zendesk or Zoho Desk. At the end you will have all data in your CRM - the survey results and issues. It is much easier to maintain and manage the communication in one place.

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4 Customer value data

This is the data that indicates how much your customers contribute to your revenue and profitability, such as their lifetime value, average order value, churn rate, and customer acquisition cost. Customer value data helps you evaluate your customer segments, products, and channels, and enables you to allocate your resources and efforts accordingly. You can use customer value data to prioritize your high-value customers, increase your customer loyalty and retention, reduce your customer churn and cost, and maximize your customer ROI.

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5 Customer insight data

This is the data that provides you with additional information and context about your customers, such as their goals, challenges, motivations, expectations, and trends. Customer insight data helps you discover new opportunities and solutions for your customers, and enables you to create more value and differentiation for your business. You can use customer insight data to innovate your products and services, customize your offers and recommendations, anticipate your customer needs and wants, and build stronger customer relationships.

Using these types of data can help you improve your CRM system and achieve better results for your business. However, to make the most of your data, you need to ensure that it is accurate, complete, consistent, and up-to-date. You also need to integrate your data sources and systems, and use the right tools and techniques to analyze and visualize your data. By doing so, you can turn your data into actionable insights and strategies for your CRM success.

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6 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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Urszula U.

eCommerce Development, CRM & Marketing Automation Specialist Driving Growth through Strategic Digital Solutions
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The good CRM differentiates leads vs. customers/clients. It is the first step you need to understand and implement in your crm and your sales activities. There are different approaches how to convert leads into customers, how to make customers or clients loyal and frequent buyers and how to analyze, segment and boost your sales. I would suggest to use leads and customer modules in each crm and experiment with your tactics.

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What types of data can you use to improve your CRM system?

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6

1 Customer profile data

2 Customer behavior data

3 Customer sentiment data

4 Customer value data

5 Customer insight data

6 Here’s what else to consider

Customer Relationship Management (CRM)

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What types of data can you use to improve your CRM system?

1

2

3

4

5

6

1 Customer profile data

2 Customer behavior data

3 Customer sentiment data

4 Customer value data

5 Customer insight data

6 Here’s what else to consider

Customer Relationship Management (CRM)

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