Customer Profile: Fill & Download for Free

Me: “I’ll just need your email address so we can set up your customer profile.”Customer: “Okay, it’s uppercase E, lowercase mai, uppercase L, at provider.com”Me: “Okay, I have [email protected]?”Customer: “Did you get the capital letters in there?”This happens more than you think. It’s actually gotten to the point to where I don’t correct people anymore. It’s just not worth it.I had a customer call me back a few minutes after his order was placed, complaining that I didn’t include the uppercase letters in his email address.Me: “Did you receive your invoice in your email?”Customer: “Yes, that’s how I know you didn’t include the capit… ohhhh.”In case you didn’t know, email addresses are not case sensitive. Even if you create an email with capital letters, the ESP still converts them to lowercase.Edit: I suppose it’s technically possible that some ancient dinosaur ESP might not have the auto-lowercase function, but if you're using any major reputable provider, your email isn't case-sensitive :)

Any CRM product can do customer profiling as per your requirement subject to availability of data in the software.If data is collected and available, you can get the reports your require developed from the software vendor.

Here are excerpts from an article on building your Ideal Customer Profile published on Cloudlead: How to Identify and Refine your Ideal Customer Profile in 5 Easy Steps“The hallmark of a successful marketing campaign is a thorough understanding of your target market (ideal customer profile) and clear communication. You simply can’t target everyone who you THINK might buy from you, you need to have an ideal customer profile.However, with a wealth of information on anything marketing and sales (and all those sites/influencers pushing you to buy from them to increase your sales by 100% – nope, this does not work) and scary terms like ideal customer profile, buyer personas etc., how do you go about identifying who your customers are?Similarly, with B2B businesses which have established ideal customer profiles in place, how do you refine your target audience?By asking questions like the following:1.Narrow down the specific characteristics of your target marketAre you targeting people from specific industries?What are their interests?Are they currently shopping for specific buyers?What is their budget? (Even a rough idea does the trick)2. To refine your ideal customer profile, you can also go through your current buyers and compare them with your ideal customer profile. Ask yourself the following questions:Has my ideal buyer profile changed? (even minute changes can have a significant impact on your ideal customer profile.Where do these new characteristics (found through comparison with current vs. ICP) fit into my ideal customer profile?3. If your product/service has changed in any way, chances are that your ideal customer profile will have to change too. Ask the same questions for your newly adjusted product, assess the decision makers who are likely to be interested in your enhanced product to prospect better.4. Who are your rivals/competitors? Who are they targeting? Are they missing out a specific group of prospects? These are gold questions when shaping or refining your ideal customer profile.A little snooping around the Internet can provide you this information. You do not always have to go after the same group that your competitors are targeting – while this is the quickest way to identify your target market and ideal customer profile, don’t depend on this only. Do a little bit of market research before deciding on your ideal customers – you never know, you might hit a previously unknown cache of decision makers.5. Now that you have set your target market and have a picture of your ideal customer profile, make a checklist based on the following questions. If any of the questions have an answer in the negative, go back to step 1 and evaluate your ideal customer again.Is the market size adequate?Is my product/service really beneficial to these prospects?Are they aware of the need for this product/service?Is my product/service affordable for these prospects?Do I know the decision cycle for these prospects?Can I reach these prospects easily?Do I have the B2B contact and account data for these prospects?”For more information on lead generation, prospecting and sales, you can always visit my Quora profile here: Zobia Zuberi