Account Dashboard – Customer Data New

Account Portal

Contact Support

Book Consultancy

Account Dashboard – Customer Data New

Account
Portal

Contact Support

Book Consultancy

Digital Training Gym

Equipment

To Do List

1. Gather Customer Data

Your customer data is your most valuable asset to your business. Here are some ways to collect customer data; customer surveys (you can create these on Google Forms), offer an incentive for information & use purchase history data.

2. Secure Your Customer Data

You can secure your customer data by; heading over to the Health Check & Tool Kit for this week – Data & Information Security.

They will help you understand how to; implement strong access controls to your data (eg, implement MFA, make sure you have strong passwords on devices and software), encrypt all your customer data & regularly backing up your data.

3. Implement a Loyalty Programme

Let’s incentivise repeat business and reward your most loyal customers! You can do this by offering; discounts, free products, early access to new services etc. This will increase sales and build stronger relationships between your brand and your customers.

Contacts

Contact Name
Telephone Number

Contact Name
Telephone Number

One thing you can do this week

Circuit Stations

Health Checks

Complete these short audits to assess potential improvements within your business.

After completing the Health Check, you will be aware of the opportunities available to you.

10 minutes per Health Check

Email Strategy Health Check

Data & Info Security Health Check

Toolkits

Complete these Tool Kits to address and fix the improvements you found in the audit.

After completing the Tool Kits, you’ll have taken steps to scale securely.

1 hour per Tool Kit

Email Marketing Tool Kit

Data & Info Security Tool Kit

Digital Leads Tips

3 steps to make an impact in the team this week

Prioritise your tasks

Start the week by prioritising your tasks based on their level of importance and urgency.

Focus on completing the 3 things to do this week first, as they will likely have the greatest impact on the business.

Connect with the customers

Take the time to connect with customers this week, whether through phone calls, emails, or social media.

Ask them for feedback on your products or services and address any concerns or issues they may have.

By building strong relationships with your customers, you can improve their loyalty and increase the likelihood of repeat business.

Print out your Start Digital Habit Tracker

Consistently tracking your habits can help you form new habits more easily. When you make a habit of tracking your progress, it can become a natural part of your routine and help you establish new, positive habits.

Find this tracker in the templates section

Marketing Tips

Making the most out of your data for your email marketing.

Segment your email list based on customer data

You could create a segment of customers who have previously purchased a specific product and send them a targeted email promoting related products or accessories.

Personalise

Personalised emails are more engaging and can help to build a stronger relationship with your customers. You could use a customer’s name in the subject line or email body, or recommend products based on their previous purchases.

Pick the best time

Use customer data such as time zone and previous email engagement to determine the best time to send your emails. This can help to increase open rates and click-through rates, leading to more sales. If you have a segment of customers who are more likely to open emails in the morning, you could schedule your emails to be sent at that time.

Social Content

Tips to gather and utilise customer data on social media to increase sales:

Offer incentives

Let’s take our 3rd thing to do this week a step further and take to socials. Offer your followers a contest or giveaway in exchange for their information.

Leverage retargeting ads

Collecting customer data from step 1 can help you build a customer database that you can use to send targeted marketing campaigns and promotions. Retargeting these people who have previously shown interest but haven’t yet bought from you will; increase brand recall and drive sales by reminding customers of the products they have shown interest in.

Utilise social media analytics

Now, this is the most important point. Once you have gathered all your information and converted your followers to customers, you need to keep them happy.

Using the analytics will be able to; help you understand your customers better (knowing what they like and dislike), identify concerns quickly, measure the effectiveness of your customer service & tailor your marketing to meet their needs.

Strategy Tips

Have you thought about the following…

Are you tracking and analysing customer data regularly to inform your business decisions?

Are you using customer data to personalise your marketing and sales strategies?

Are you using customer feedback to improve your products or services?

Are you using customer data to identify opportunities for growth or expansion?

Are you taking steps to secure and protect customer data from unauthorized access or data breaches?

Cyber Tips

3 steps to back up your customer data

Choose which data needs to be backed up

Not all data needs to be backed up, so it’s important to determine which customer data is critical to your business operations. This may include customer contact information, purchase history, and other key data points.

Choose your backup method

There are several backup methods to choose from, including cloud-based backups, external hard drives, and network-attached storage (NAS) devices. Choose a backup method that meets your business needs and budget.

Establish a backup schedule

It’s important to back up your customer data regularly to ensure that it is all kept up to date and available in case there is a data loss.

Depending on the frequency of your data changes this could be; daily, weekly or monthly.

Webinar

You can tune into the webinar on Tuesdays at 10am. Watch one of our latest ones with Holly Murphy & The Social Summit founder.

Training

Identifying Weaknesses in Your Customer Journey

Here’s an great video from MADM Academy that highlights issues that might prevent your customer from purchasing from you.

Templates

Suggested Reading

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