Directory method 1: Collect personal information 1. Collect information about customers you have contacted. 2. Request information in person and establish contact with customers. 3. Conveniently ask for information by phone. 4. Use booking forms to encourage more people to provide you with information. 5. Collect information quietly through warranty cards. 6. Develop a reward plan. 7. Collect a small amount of information at a time. 8. After gaining the customer's trust, continue to ask for other personal information. Method 2: Record customer behavior 1. Record transaction history. 2. Track customer activity on your website. 3. Use likes, collections or rating systems to determine what customers want. 4. Track customer behavior on social media. 5. Pay attention to the date the customer last logged in to determine their activity level. Method 3: Conduct a satisfaction survey 1. Use a simple satisfaction survey to track your Net Promoter Score. 2. Ask them how they feel about you to improve your marketing. 3. Ask customers why they choose you to improve service quality. Method 4: Store data 1. Use customer relationship management (CRM) software to store data. 2. Write a customer information privacy policy. 3. Use encryption to protect data. 4. Regularly update personal information and satisfaction data. The information you gather from your customers can give you insights into how they interact with your brand, helping you understand how you can better market your efforts. It's a good choice to start with basic personal information. You can also collect information on customer behavior and how satisfied they are with your business. When storing this information, software can be used to facilitate the process, make the information transparent, and establish regulations to ensure security.

Method 1: Collect personal information

1. Collect information about customers you have contacted. If you want to mine data, it’s easier to collect it when customers place orders online. You should be able to glean information such as name, address, email address, and phone number from your online order. This method works well if you only sell online, or if you sell both online and offline. Your customers will be receptive to it because they're used to providing that information in order to receive the product they want.

2. Request information face to face and establish contact with customers. Start by creating a mailing list form that you will use to notify customers of current specials and discounts. When customers come into your store, have them fill out this form. Many customers are willing to sign up to receive special offers. You may collect information such as your name, email address, address and phone number. This collection method works well if you have a brick-and-mortar store that offers products or services.

Ask your frontline staff to encourage people to fill out these forms. Or have them ask for customer information verbally and enter it directly into the computer.

3. Conveniently ask for information by phone. When a customer calls to make a complaint or inquiry, you can ask for basic information. This is also a good opportunity to do a short survey of customers to find out what they think of the company. No matter what type of business you have, this information-gathering method is effective. Whether you have an online business or only an offline business, you can collect product or service information.

For example, you could say, "Can you give me your name, email, and address so I can look up your account?" Even if they don't have an account yet, you can ask for this information so they can try again Contact them. You can say: "You don't have an account yet. Can we register one for you so that we can provide you with feedback on the problem in the future?"

If you are meeting a new customer, you can also ask questions like this : "What do you think of our business reputation?"

4. Use the reservation form to encourage more people to provide you with information. If you have items that your customers can order that aren’t yet available, ask them to fill out a pre-order form. Use this form to collect basic information such as your address, email address, and phone number. This type of form works well both online and offline. However, it mainly applies to products, not services.

5. Collect information in a low-key manner through warranty cards.

If any of your products come with a warranty, customers will need to fill in their personal information on an information card to use the service. Once they fill it out, you have information you can use.

6. Develop a reward plan. Rewards programs can motivate customers to make repeat purchases, and they often enjoy them because they receive freebies. Additionally, you can make collecting customer information a program requirement. The customer reward program includes a stamp card scheme and a points system. The former means that customers can get free gifts after collecting a certain number of stamps, while the latter means that after spending a certain amount of money, customers can get items that can be used in your store. cash.

7. Collect a small amount of information at a time. Asking for too much information at once will only annoy the customer. Always follow this principle of gathering as little information as possible every time you interact with a customer. For example, you should probably start by just asking for their name, and a phone number or email address.

8. After gaining the customer's trust, continue to ask for other personal information. Be sure to gain the customer's trust first before expanding the scope to ask for other types of personal information. Collect information such as family income range and number of children. Ask about the person’s educational background and occupation. This type of information can deepen your understanding of your customers and help clarify their needs.

Write a survey that you can take to your customers in your store, or that you can send regularly via physical mail or email. Emphasize that these surveys are anonymous.

When surveying items such as revenue, provide scope options as this will make clients more willing to provide you with this information.

Method 2: Record customer behavior

1. Record transaction history. Of all the information you can gather, customer transactions provide you with some of the most useful information. Record each transaction, store it under each customer's account, and save it in the system for future use. You can use software to track this type of information.

This type of information can tell you what your customers like to buy and how often they buy it. With it, you can make valid guesses about their future preferences.

This type of tracking is easiest to accomplish online. If you have a brick-and-mortar store, you can use software to identify customers when they swipe their credit or debit cards to make purchases. Or ask for the person’s phone number every time you check out so you can confirm their identity.

2. Track customer activity on your website. You can collect information about which websites they are redirecting from and how long they stay on each page of your website. See which pages encourage customers to share information on social media and which ones drive them away from the site. Use Freshsales, InteractiveBrokersCustomActivityMonitor or CampaignMonitor to track. These programs can tell you which pages your customers loaded, the last page they viewed, and what path they took on your site.

All this information can help you design a better website. Use this information to encourage customers to take a specific path through your site, such as viewing a specific product.

Obviously, this type of tracking only works online.

3. Use likes, collections or rating systems to determine what customers want. Create a way for customers to save an item or add it to their like list. This way, you’ll know what products customers are interested in, even if they don’t buy immediately. You can ask a website developer to add this functionality to your website and then transfer the data to a tracking system for you to use. You can use this information to market products to specific customers, as well as identify the most popular items and stock similar products.

This type of system only works online. However, you can look at what sells best in your store to learn which products and even services your customers like the most.

4. Track customer behavior on social media. Software like Intercom can let you know who your best customers are on social media.

Additionally, it can help you determine which customers have the most followers and therefore the greatest influence. This type of information can help you determine which customers are the best people to contact when you introduce a new product. Customers who like your product and have many fans can help spread your brand.

5. Pay attention to the date the customer last logged in to determine their activity level. Or track the date a customer last purchased. The purpose of this is to determine which customers are active and which are silent. If you have a software that can set a number of days, it will send you a notification when a customer has not logged in for more than this number of days, then you can use this information to contact those customers who are in danger of churn or are churn.

For example, you could offer a discount to people who haven’t purchased anything in 30 days. It can promote customer consumption.

Method 3: Conduct a satisfaction survey

1. Use a simple satisfaction survey to track your Net Promoter Score. Using a survey with just 2 questions, you can glean a ton of information about what your customers think of you. Just ask them if they would recommend you to others. Ask, "Would you recommend our product or company to friends, family, and colleagues?" Have them rate it on a scale of 1 to 10, with 10 being "definitely would recommend."

Ask an open-ended question below "Why?" and let them continue answering.

Statistics, calculate the percentage of people who give a rating of 9 or 10 (promoters), compared with those who give a rating of 1 to 6 (derogatory). People who rate the question a 7 or 8 are relatively neutral, so don't count them.

Subtract the disparagement score from the recommendation score to calculate the Net Promoter Score. Track the trend of your Net Promoter Score over a period of time to see if it has increased or decreased to judge the results of your work.

2. Ask them how they feel about you to improve your marketing. A simple survey about what your customers think of your business can help you analyze how effective your marketing strategy is. Additionally, you'll be able to gather information on whether your customers would recommend you to people they know. Conduct this survey with a simple in-store form or online questionnaire. You can also ask employees to collect this information verbally and enter it into a computer.

3. Ask customers why they choose you to improve service quality. Write a simple questionnaire with 1 to 2 questions to investigate why customers choose your product or service. In fact, a scored survey can help you determine the top reasons customers visit so you can develop those qualities in your business. For example, first ask: "Why did you buy our product or service today?"

List options below the question, such as: Convenience

Affordable price

Quality Best

Preferred Products

Ask customers to rate each option from 1 to 4, with 1 representing the most important factor.

Method 4: Store data

1. Use customer relationship management (CRM) software to store data. This type of software allows you to aggregate all the customer data you collect into one place. You can also use the same software to track any interactions between you and your customers. Generally speaking, CRM software is charged on a monthly basis. CRM software gives you a place to aggregate transactions, questionnaires, social media information and any personal information you collect about each customer into one place.

This software not only helps you analyze the needs of individual customers, but also helps discover overall customer trends.

2. Write a customer information privacy policy. This policy should describe how you collect the information, how you intend to use the information, and whether you will share it. The laws in some areas require the preparation of this document, and you should put it on your website where it is easily accessible. Although not strictly necessary, an attorney can help you write this document.

Enable users to opt out of data collection to increase transparency.

Most customers are tolerant of the fact that companies collect data about them.

However, they don't necessarily like this. When information is transparent, customers can decide whether they agree with the policy; most customers appreciate this type of information.

3. Use encryption to protect data. Keeping customer data secure is very important. Once data is leaked, whether accidentally or on purpose, customers may feel that you are not trustworthy and leave you. Therefore, you must take steps to ensure that the information remains confidential. Run an operating system that automatically encrypts information, such as Windows 8 Pro, Windows 8 Enterprise, or Windows 10 Pro on a personal computer. Macs can use macOSXLion, macOSXMountainLion or macOSHighSierra.

Install anti-virus software on the system and use a firewall to protect the company's network.

If you are not sure whether your customer information is effectively protected, you can hire technical experts to evaluate your system and improve it if necessary.

4. Regularly update personal information and satisfaction data. Be aware of changes to customer email addresses, phone numbers, and other personal information. Update the database based on these changes to keep it current. You can use software to assist in this process. However, you can also manually modify customer account information when the customer changes their address due to new consumption behavior.

Alternatively, you can ask customers when they visit your store if their address has changed recently and then update it in the system.