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WONEX.com

Customer Profiling & Live Context

INHX

KNOW YOUR CUSTOMER

  • Profile all customers with relevant facts in one place
  • Standardized profile format aids quicker and better grasp
  • Map relevant milestones on the customer journey to capture what matters
  • Define all your customers - segment them by type along with other anchors to build a framework that positions each profile both individually on its own and relatively against each other. For instance: people, companies, sectors, markets, business units are common anchors which are then correlated with each other.

 

RELATED NETWORK

  • Link profiles with other profiles to map associations and affiliations
  • Builds deeper context into business networks

 

FOLLOW YOUR CUSTOMER

  • Capture and share updates on the customer by adding to the feeds
  • This builds a shared workplace for sales and marketing teams to get updates on all customers
  • Daily check on latest posts helps keep everyone up-to-date on new developments in the customer network

 

TRANSLATE LIVE CONTEXT INTO BETTER RELATABILITY

  • Pre-meeting context and refresher on helps build threads
  • Commonly on field trips, leaders keep discussions at high-level which for many appears distant and indifferent
  • With live context, meetings become more productive and enables everyone to be more customer-centric
  • Make the customer experience the attention to personalized agendas, priorities and partnership approach
  • Ignite the “R” in CRM - nurture relationships instead of making it a CTM i.e. Customer Transaction Management
  • Leverage the insights to prepare for meetings or moves that deliver higher customer proximity with higher trust and confidence. Commonly on field trips, leaders keep discussions at high-level which for many appears distant and indifferent - but with the profiler approach you are armed for higher impact.

 

CALL LOGGING

  • Many businesses like to log calls to customers - on HX option is to either build a series of posts on a profiler on an activity feed for this or else use the ticketing module that is setup for this