Activity data , such as downloads and purchase history

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For details that don't have an existing category, Pipedrive's custom fields can record any data that might help you understand your customers.

When a prospect becomes a customer, your CRM can prompt you to contact them to ensure they're getting the most out of their purchase. In addition to demonstrating genuine interest in helping them achieve their goals, it can also open up opportunities to upsell or upgrade complementary products or services.

2. In segmentation to offer a more relevant service
Even after you've defined your customer profile, whether you like it or not, you'll gain more insight into your customers as you begin recording data in your CRM. Automations and artificial intelligence detect patterns and trends that allow you to divide customers into different categories, making it easier to offer more relevant service and a better experience.

Depending on your goals, you could segment customers in your CRM based on a combination of:

Demographic data , such as location and position within the company

Data signed graphics , such as the company's sector and activity

Technographic data , such as competitive or complementary products


Stage in the sales funnel , such as prospect or post-purchase

You could also use behavioral segmentation to office 365 database understand and analyze your customers' different journeys, giving you more insight into their needs.

For example, you can create a custom field in your CRM that records your customers' issues or critical problems.

If you know that a significant percentage of prospects are having trouble with a complex product, you can record that information in the custom field. You could then filter your leads based on those issues and personalize your messages to address their main concerns first.

When you write and send messages that meet those needs, you can help your customers move further down the sales funnel with relative ease.

3. In the use of automation to perform activities that require less direct contact with the customer
When the approach is personal rather than transactional, it's possible to offer a better customer experience.

Offering personalized service is easier for small businesses because they have a manageable number of clients. But the situation can become more complicated as the business grows.

Today's CRM systems can automate many of the tasks that marketing and sales teams have to perform , making it harder for them to miss anything.