To Top

Apply Now

ENTER THE REQUIRED FIELD.
Salesforce Partner

ARE YOU USING CLIENT PROFILING TO ENHANCE SALES?

Publish date:

“Whoever understands the customer best wins.” – Quote by Mike Gospe, the founder of the KickStart Alliance and author of multiple marketing books.

Client profiling is an excellent way to begin the journey of a close and connected relationship with clients. With detailed client profiles, businesses forge closer relationships with clients & leads, improve client loyalty, and enhance the goods for market fit. Customer profiling is defined as the practice of building a detailed profile of clients, to enhance the brand’s marketing strategy. Client profiles are ideal for enhancing marketing communication & engaging robustly with the focus audience revealed by Salesforce companies. On the creation of the client profiles, a defined description of each paying client is at hand.  At the outset, we should be clear that client profiling and customer segmentation are two distinct strategies. They are not the same state salesforce companies. The difference lies in the focus. A profile is created based on personality, history with the brand, habits, and behaviours. Customer segmentation deals with slotting of clients based on criteria such as age, location, race, sex, and so on.

Below are listed the ways client profiles help sales teams to enhance sales:

  • Better relationship with clients  -  By seeking to comprehend customers better – their issues and reasons for purchasing – businesses forge a closer relationship that holds them in good stead. This enables businesses to align their goods & client service in sync with their requirements and wants, and curate a customised experience. This induces loyalty from clients, lowers client churn, and forges an army of brand ambassadors.

  • Focused marketing communications – Client profiles allow businesses to enhance their marketing messaging, by targeting customers with relevance & precision. This is needed in this day and age.  As per a survey from Salesforce, Inc., over 80% of clients say the experience matters as much as the goods or services; and over 70% of clients expect brands to comprehend their custom requirements & expectations. Client profiling shows empathy for the clients and becomes a differentiator. It sets the brand apart from the others in the market confirmed by Salesforce companies.

  • Streamlined budget use - Client profiling ensures that your limited marketing budget is well spent on the channels & strategies that will strike a chord with the ideal customers. This way the budget is not wasted. And the ROI is higher say Salesforce companies.

Best Practices for Client Profiling:

  1. Use a mix of qualitative & quantitative data – Using only quantitative data is not a good idea. It is a restricting approach. Greater insights into client profiles are achieved via detailed client interviews & feedback analysis.

  2. Opt for finer details in profiling – Create profiles that go beyond the basics and the mundane. Look for elements such as issues and aspirations. This in-depth profiling aids in a winning strategy.

  3. Focus on networks – They refer to the groups of people who share information, experiences, and behaviours like neighbours, colleagues, or hobbyists.

About the Author

author
Rahul Ray

Rahul is a seasoned consultant in travel, transport and hospitality sector subject matter expert with over 20 years of experience and constantly challenging himself to re-define travel distribution and channels, Dedicated Son, Love Nature and Politics both

Recent Posts

Salesforce Integration Services

Salesforce Officially Acquires I...

Salesforce’s acquisition of Informatica creates a powerful AI-driven data platform, helping businesses unlock insights and drive smarter, faster gro...

Salesforce Consulting Services

ERP vs CRM: What’s the Differe...

Explore the key differences between ERP and CRM systems, and learn how to choose the right solution to boost your business efficiency and customer gro...

Salesforce Consulting Services

Top 10 Salesforce Development Co...

Explore the top 10 Salesforce development companies in the USA for 2026. Discover expert partners to help transform and optimize your Salesforce platf...

Salesforce Consulting Service

Hiring a Salesforce Developer in...

Looking to hire a Salesforce developer in the UAE? This easy guide walks you through everything you need to know to find the right fit for your busine...

Salesforce Consulting Service

A Look at Salesforce’s 30 Most...

Explore how Salesforce’s 30 most significant acquisitions transformed its global CRM presence, driving innovation, growth, and market leadership....

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

WE PROVIDE THE FOLLOWING
SALESFORCE® CRM SERVICES

Business Consulting Icon

Salesforce®
Consulting Services

Our team of certified Salesforce consultants partner with you to leverage the potential of Salesforce multiverse. Our Salesforce Consulting Services is based on an in-depth analysis of your business, its processes and workflows, consultations with all stakeholders as well as identification of issues and definitive business goals.

Salesforce®
Consulting Services

Business Consulting Icon
Cloud Services Icon

Salesforce®
Implementation Services

Implementing a Salesforce project from scratch requires an experienced hand to ensure that it meets a company’s business goals. It also ensures that Salesforce Implementation Services project runs smoothly & seamlessly. Our Salesforce Implementation Services conforms to the highest standards and best practices.

Salesforce®
Implementation Services

Cloud Services Icon
Digital Marketing Icon

Salesforce®
Integration Services

Our Salesforce Integration Services delivers a smooth integration with business tools as diverse as WhatsApp, Jira and Quickbooks. Our expertise delivers an integrated tool that enhances productivity and lowers time spent on switching between screens. Salesforce Integration Services ensure a seamless experience, like silk.

Salesforce®
Integration Services

Digital Marketing Icon
Data Analytics Icon

Salesforce®
Support Services

Our comprehensive Salesforce Support Services cover correcting issues, integrating custom features, fixing bugs, training to end users and so on. Our expertise ensures a robust org and its superior performance. Daily org management, issue resolution, upgrades, and enhancements can be challenging for non-Salesforce experts.

Salesforce®
Support Services

Data Analytics Icon
Mobility Solutions Icon

Salesforce®
Lightning Migration

We carry out a seamless Salesforce Lightning Migration so that your org is up to speed with the latest and greatest that Salesforce Inc has to offer. Experts with years of migration experience behind them carry out this process with care and due diligence. Time to migrate from Salesforce Classic to Lightning for businesses.

Salesforce®
Lightning Migration

Mobility Solutions Icon
Application Development Icon

Salesforce®
Development Services

Our Salesforce Development Services empower businesses to customize, enhance, and optimize their Salesforce org to meet unique requirements. Whether you need custom applications, automation, integrations, or enhancements, our team of Salesforce experts ensures seamless development solutions.

Salesforce®
Development Services

Salesforce Development Services Icon
Blockchain Platform Icon

Salesforce Data Cloud
+ AI + Tableau

Combine the power of Salesforce Data Cloud, AI, and Tableau to turn raw data into actionable insights. From data unification to intelligent predictions and stunning visual dashboards, this trio empowers businesses to make faster, smarter, and more strategic decisions.

Salesforce Data Cloud
+ AI + Tableau

Blockchain Platform Icon
Blockchain Platform Icon

Salesforce® Marketing
Cloud Staffing Services

Salesforce Marketing Cloud is the tool every marketing team needs in its tech stack. Every business can also do with Salesforce Marketing Cloud Staffing Services that ensure that the tool is leveraged to its maximum to deliver the goods. Certified specialists ensure winning campaigns.

Salesforce® Marketing
Cloud Staffing Services

Blockchain Platform Icon
Robotic Process Automation Icon

Salesforce®
CRM Health Check

Salesforce CRM Health Check throws up many a surprise and is an eye opener for most businesses. Our comprehensive report details the lacunas and the remedial measures that need to be taken immediately. It’s a health check that does wonders for businesses in their quest for enhanced ROI.

Salesforce®
CRM Health Check

Robotic Process Automation Icon