What is a customer token and why use it?

Currently many companies are interested in customer profiles, and it's not surprising. They are easy to create, fast, free, and provide a lot of information about the customer, the type of consumption they engage in, and other data that is very useful for customer loyalty and increasing sales.

Certainly, you may be wondering if your company needs each customer to have a personalized customer profile. To do this, a small investment is required, either economically or in terms of human resources, but what is clear is that the benefits will pay off.

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What is a customer card

A customer profile is a document, whether physical or digital, that aims to collect a customer's data, both purely informative and also contact information. They are used to create a database of all the customers of a company in order to better understand the target audience and to focus on better future marketing strategies.

Some necessary fields to fill out a customer profile include, for example, information related to the customer's preferences or consumption habits. This information is very useful to understand when your company sells more and why, so you can adapt your stock accordingly.

If you want to know more about stock control click here.

Customer profiles are often initially filled out by the consumer, although the company has to ensure they are maintained and updated whenever necessary. Therefore, for customer profiles to be useful, they must be constantly updated; otherwise, they won't fulfill their purpose. One of the most useful ways to keep them updated is to switch from paper to digital.

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Benefits of using customer cards

Filling out customer profiles is very useful to get to know the customer and improve your relationship with them. They are one of the most useful ways to maintain customer loyalty because by perfectly understanding their needs, preferences, and consumption habits, you can personalize your sales approach to each of them.

Customer profiles allow you to efficiently manage your company so that nothing escapes you. With them, you can make much more real and effective forecasts, as well as have more loyal and long-lasting customers.

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Customer loyalty

Customer consumption habits and preferences are always reflected in customer profiles. To create effective marketing strategies, this data is very useful as it allows you to focus on a specific type of customer. For example, you can offer exclusive discounts for products they usually buy right before they purchase them.

Loyalty to the customer not only involves ensuring they are satisfied with the product but also depends greatly on the attention you give them. When filling out a customer profile, you also add relevant contact information, so it's important to occasionally contact them to find out, for example, about their experience after making a purchase.

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Better organization

Customer profiles can be very useful if you use the information they provide to anticipate customer behaviour. With a customer profile, you clearly know when a customer makes a purchase and what they buy, allowing you to prepare your stock and sales based on this information.

Basically, with customer profiles, you can plan sales for each specific type of customer. This way, the company knows what the most profitable production and sales cycles should be.

Customer profiles also allow you to anticipate peaks in demand. For example, if you repair air conditioners, you will likely notice an increase in demand during summer due to increased usage. Therefore, you can prepare employees and materials to meet this sudden increase in demand.

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Anticipating customer needs

There is nothing more satisfying for a customer than a company that knows them and knows how and when to offer them what they are looking for. With customer profiles, you can improve customer service to the point of approximately knowing when they will make their next purchase to maximize personalization, in addition to offering exclusive discounts or savings packages.

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How to fill out a customer form

To create a customer profile, the first thing you need to do is to study the customer's profile, try to know them perfectly so that you can then collect that data and know how to approach them when detailing any sales strategy.

To fill out a customer profile, you first need to gather customer data, which they will provide. You also need to know the customer; to do this, you need to interact with them several times and take note of keywords that define them, so that you can easily access that information when needed. You can note why this customer usually contacts you and what types of services interest them.

On the other hand, customer profiles usually include a record of all transactions made by that customer, that is, everything they have purchased from your company, so you can understand their buying habits and better plan your company's inventory.

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Digital customer cards

To fill out a customer profile, you should note that customer profiles must be useful, clear, and updated. Additionally, you probably want them to last, not get lost, and take up as little space as possible since a company, over its lifetime, will have a large customer list. For this, the best option is to create digital customer profiles.

Many management software programs include a section for registering customers, where you can add contact information, customer context information, and other useful data that can help you understand them and plan your sales based on that knowledge. With taclia, you can even add documents, photographs, and videos to help all your employees get the information they need on a specific customer.

taclia also does the work for you, organizing information in one place instead of searching through notes, an Excel sheet, or thousands of Word documents. It is 100% customizable, and for each customer, you can add new sections. For example, if your company is in psychology, you can add the "type of therapy" field, and quickly know what services each customer requires.

With taclia, you always have access to all the services and tasks you have with that customer, allowing you to better manage your company's activities and provide better customer service. It is easy, connected, and from a single place. And best of all, no previous experience is required!