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31 Best Customer Intelligence Tools For Gathering CI
Discover the 31 best customer intelligence tools to help you gather valuable insights and enhance your customer experience.
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Understanding your customers is now more important than ever. Businesses prioritizing customer intelligence see up to a 40% increase in annual revenue. This is because intelligence tools allow sales and marketing teams to gain a 360-degree view of their customers and boost their performance. Sales intelligence tools collect and analyze customer data, allowing businesses to make informed decisions and improve customer experiences. The insights produced by these tools help organizations identify their customers' pain points, preferences, behaviors, and more. This allows companies to create targeted campaigns, personalize outreach, and optimize offerings to meet customers' needs better.
As a result, businesses can build long-lasting relationships with their customers, improve retention rates, and boost profitability. This blog will discuss customer intelligence tools, how they differ from sales intelligence software, and how to choose the right platform for your business.
What is Customer Intelligence (CI)?
Customer intelligence (CI) collects and analyzes customer data to understand better customers and how to interact with them. CI can help companies identify customer needs, behaviors, and preferences and use that information to improve customer experiences, increase loyalty, and predict customer behaviors.
Customer data can be harvested from omnichannel conversations and interactions. Unlike transactional tracking methods, CI data is derived from all customer touchpoints, ranging from customer-vendor communications to written or verbal communication, such as:
- Emails
- Tickets
- Calls
- Meetings, etc.
To product usage data or service consumption. Customer intelligence methodologies help companies identify at-risk customer accounts, recognize growth opportunities, segment them, and apply customer inputs and optimizations for their roadmaps.
How Customer Intelligence Works
Customer intelligence collects customer data from various sources and analyzes it for actionable insights. Businesses need to define their objectives for customer intelligence. For example, they might aim to reduce customer churn, improve upsell processes, or enhance product-market fit.
They collect relevant customer data, including structured data from surveys and CRM systems, as well as unstructured data from customer communications and product usage. They analyze the data to identify trends and patterns that align with their goals, using customer intelligence tools to automate the process where possible.
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4 Types of Customer Intelligence
1. Transactional Data: The Bare-Bones of Customer Intelligence
This type of data is gotten from customer transactional activities. It’s like snooping around in your customers’ shopping bags and peeking at their receipts.
This data tells you the products they purchased, how much they spent and how often they come back for more. It provides insights into customers’ buying behaviors and patterns and helps brands identify opportunities for cross-selling or upselling.
2. Behavioral Data: Unpacking the Actions of Your Customers
Behavioral data refers to customers' actions and interactions with a business across various touch points and channels. It can include:
- Data on website visits
- Clicks made
- Time spent on specific pages
- Email engagement
- Social media interactions and more
This particular data is effective for sales and customer success teams to plan personalized and targeted marketing messages. For more on this topic check out our guide to customer engagement.
3. Psychographic Data: Understand the Mind of Your Customers
This type of data focuses on understanding customers' psychological and lifestyle characteristics. It’s like getting into your customers’ minds and uncovering their secret desires and quirks. This includes data related to customers’:
- Values
- Attitudes
- Beliefs
- Interests
- Hobbies
- Motivations
4. Demographic Data: The Basic Profile of Your Customers
Demographic data relates to the basic characteristics of customers, such as:
- Age
- Gender
- Income
- Education level
- Occupation
- Geographic location
By understanding the structure of your customer base, you can segment and categorize these customers into different groups based on shared characteristics. The idea behind all this is to be able to effectively target specific customer segments.
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Aomni is an AI agent platform designed specifically for B2B sales intelligence software. Our solution empowers enterprise and strategic account executives to execute account-based sales and marketing strategies with unprecedented efficiency and effectiveness. Our key features include:
- AI-powered prospect and account research
- Comprehensive account mapping and planning
- Data-driven sales strategy development
- Automated call preparation
- Personalized AI agents for sales optimization
- AI chat interface for streamlined sales processes
- AI-assisted Account Based Sales/Marketing campaign execution tool
AI-Powered Sales Enablement for Better Results
Aomni addresses critical pain points for sales managers whose Account Executives, Account Managers, and Customer Success Managers must perform better and include quotas. By leveraging our advanced AI technology, sales professionals can significantly enhance their preparation for customer conversations, leading to the following:
- Larger deal closures
- Increased promotion opportunities
For individual sales professionals, Aomni provides the tools and insights needed to:
- Elevate their performance
- Close more substantial deals
- Accelerate career progression
Try Aomni Today
Our platform transforms the way B2B sales teams operate, ensuring they enter every customer interaction:
- Fully prepared
- Strategically positioned for success
Our platform transforms how B2B sales teams operate, ensuring they enter every customer interaction fully prepared and strategically positioned for success.
Try our sales intelligence software for free today!
What are the Benefits of Customer Intelligence?
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Personalization: The Key to Customer Happiness
Today’s consumers don’t just appreciate personalization, they expect it. According to a 2021 McKinsey study, as many as 76 percent get frustrated (and are less likely to purchase) when they aren’t delivered a tailored experience.
Customer intelligence empowers you to build individual customer profiles, serve more relevant product and content recommendations, and provide a seamless experience across channels and touchpoints.
Increase Revenue with Customer Intelligence Tools
Customer intelligence helps businesses boost sales in many ways, from more precise campaign targeting and optimized pricing to refined go-to-market strategies and product feature roadmaps. These insights can also drive upsell and cross-sell opportunities, for example, by using a customer’s order history to suggest add-on items at check-out, or looking at regional sales trends to inform store merchandising decisions.
Improve Retention and Customer Satisfaction
Robust customer intelligence empowers you to increase retention and minimize churn. By leveraging CI, you can provide a smooth, tailored experience for each customer, and proactively identify and address any issues before they become account risks. Customer feedback also facilitates the creation of more impactful loyalty programs to keep shoppers engaged.
Discover Conversion Opportunities
Analyzing customer data is invaluable in helping refine your sales funnel. By looking at trends across channels, demographics, or past behavior, you can pinpoint audience segments that are most likely to convert, then prioritize these high-value prospects with targeted marketing efforts. Cross-screen measurement and analytics also illuminate gaps or friction points in the customer journey, revealing opportunities to optimize the path to purchase.
Data-Driven Decision Making
Maybe the most transformative benefit of customer intelligence is the ability to drive smarter decision-making at every level. Customer intelligence turns data points into insights that can help maximize marketing impact or create predictive AI/ML models that anticipate market trends. According to a 2024 Winterberry report, US spending on data-driven marketing has skyrocketed over the past two decades, from $85.7 billion in 2004 (focused on direct mail and infomercials) to over $270 billion in 2023 (spanning paid social, video, connected TV, and more).
The vast majority (87%) of 200 surveyed marketing, data, analytics, and technology leaders are leveraging first-party data or information collected directly from consumers. Only roughly half (41%) are tapping into the power of second-party data, other companies’ first-party insights, third–party data (45%), or audience segments purchased via data providers.
What are Customer Intelligence Tools?
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Customer intelligence tools or platforms are analytics engines that harvest and analyze crucial customer-vendor communication to unlock human relationship dynamics and optimize interactions with customer accounts. These platforms help understand user behavior and tendencies around crucial touch points in multi-channel communications think of it as human analytics.
Understanding what customers are saying and understanding what they are struggling with eventually helps create a better customer journey and optimize the overall experience for both new and existing users. Customer success (CS) leaders use these AI-powered platforms to feel the pulse, understand customer sentiment regarding key factors, and uncover the crucial pain points to make the right business decisions with data-driven insights.
Why Do You Need Customer Intelligence Software?
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Customer intelligence tools help businesses understand their customers on a deeper level. They collect and analyze data from various customer interactions, empowering businesses to make informed decisions that drive growth and improve customer relationships.
Holistic Insights
Customer intelligence tools centralize data from multiple sources, offering a comprehensive view of:
- Customer behavior
- Preferences
- Trends
With all relevant information in one place, businesses can easily identify patterns and tailor their strategies to create better customer experiences.
Stronger Customer Loyalty
Businesses can better understand customer needs and wants by leveraging insights from customer intelligence tools. This allows them to personalize interactions and deliver more meaningful engagements, fostering stronger connections and loyalty.
Increased Competitive Advantage
Knowing your customers more thoroughly than competitors enables businesses to differentiate their offerings. This understanding allows companies to create unique value propositions that stand out from the competition, making attracting and retaining customers easier.
Greater Business Agility
Customer intelligence tools provide real-time data that allows businesses to stay responsive to changes in customer behavior. This agility enables companies to pivot quickly, whether it’s adapting to marketing strategies, launching new products, or addressing potential issues before they escalate.
31 Best Customer Intelligence Tools for Gathering CI
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1. Aomni
Aomni is an AI agent platform designed specifically for B2B sales intelligence software. Our solution empowers enterprise and strategic account executives to execute account-based sales and marketing strategies with unprecedented efficiency and effectiveness. Our key features include:
- AI-powered prospect and account research
- Comprehensive account mapping and planning
- Data-driven sales strategy development
- Automated call preparation
- Personalized AI agents for sales optimization
- AI chat interface for streamlined sales processes
- AI-assisted Account Based Sales/Marketing campaign execution tool
AI-Powered Sales Enablement for Better Results
Aomni addresses critical pain points for sales managers whose Account Executives, Account Managers, and Customer Success Managers must perform better and include quotas. By leveraging our advanced AI technology, sales professionals can significantly enhance their preparation for customer conversations, leading to the following:
- Larger deal closures
- Increased promotion opportunities
For individual sales professionals, Aomni provides the tools and insights needed to:
- Elevate their performance
- Close more substantial deals
- Accelerate career progression
Try Aomni Today
Our platform transforms the way B2B sales teams operate, ensuring they enter every customer interaction:
- Fully prepared
- Strategically positioned for success
Our platform transforms how B2B sales teams operate, ensuring they enter every customer interaction fully prepared and strategically positioned for success.
Try our sales intelligence software for free today!
2. SAS Customer Intelligence 360
SAS Customer Intelligence 360 targets enterprises that want to unify their marketing efforts across digital channels. The platform provides comprehensive analytics that allow businesses to gain deep insights into customer behaviors and preferences, helping them to tailor marketing campaigns for optimal results.
This customer intelligence tool excels in cross-channel marketing, enabling seamless integration and management of marketing activities across multiple platforms. It also leverages predictive analytics to personalize customer experiences at scale and employs real-time decision-making to adapt based on live customer interactions. For example, an enterprise that implemented SAS Customer Intelligence 360 to optimize global marketing campaigns saw a 20% increase in campaign effectiveness.
3. Funnel
Funnel specializes in data automation and integration, specifically for e-commerce companies looking to streamline data from various marketing platforms. It automates data collection from over 500 sources, offering a unified view of marketing efforts, making it easier for businesses to maximize ROI from digital ads.
Funnel is particularly useful for e-commerce platforms. It provides powerful reporting and analytics tools that allow users to track sales and marketing performance across channels. Its customizable dashboards offer businesses the flexibility to focus on key metrics specific to their operations. One e-commerce brand used Funnel to consolidate marketing data and saw a 30% increase in sales through more strategic adjustments.
4. Convin
Convin enhances call center operations by recording, transcribing, and analyzing customer conversations. With its advanced conversation intelligence, Convin provides in-depth call data analysis, which helps improve agent performance and customer satisfaction.
The platform uses AI for automated coaching, offering real-time feedback and guidance to agents. It also integrates seamlessly with existing telephony and CRM systems, providing real-time monitoring to ensure quality and compliance during calls. After a call center implemented Convin, it saw a 25% improvement in customer satisfaction scores due to better interaction insights and agent training.
5. YouGov
YouGov is a global public opinion and data company offering businesses insights through a self-service research tool. It provides direct access to market data and consumer opinions, allowing businesses to tailor their research efforts with custom surveys.
YouGov also offers powerful data analysis tools to explore consumer behavior and trends, making it a valuable resource for companies seeking to refine their market strategies. With a global reach, YouGov gathers insights from a wide network of respondents, which was crucial for a marketing firm gathering opinions for a new product launch, enabling quick strategic pivots.
6. Amperity AmpIQ
Amperity AmpIQ is a customer data platform that excels in audience segmentation, which enhances marketing personalization. It uses machine learning to create highly accurate customer segments by integrating data from various sources to provide a 360-degree view of each customer.
This unified customer data view delivers actionable insights that can be used to create more effective marketing campaigns. AmpIQ also ensures compliance with global data privacy laws, making it a reliable solution for businesses. For example, a retail company used AmpIQ to segment customers for targeted promotions, increasing retention rates by 15%.
7. Alida Sparq
Alida Sparq is a customer experience management platform known for its holistic integration capabilities with CRM, ERP, and marketing automation platforms. It helps businesses create a continuous feedback loop by collecting and analyzing customer insights in real time.
Its customizable survey tools are particularly useful for capturing customer sentiments, while the platform's deep analytics provide actionable insights for operational improvements. For instance, a healthcare provider integrated Alida Sparq to unify patient feedback across multiple channels, enhancing both patient care and operational efficiency.
8. Dataforce
Dataforce specializes in competitive intelligence, offering comprehensive insights into market trends and competitor strategies. Businesses can use this platform to monitor industry trends and competitor activities in real time, with automated alerts on significant changes.
Dataforce also provides advanced tools for visualizing competitive data, making it easier for companies to interpret and act on the information. An automotive company used Dataforce to monitor competitor launches, enabling them to swiftly adjust product features and marketing strategies to maintain a competitive edge.
9. ActionIQ
ActionIQ is best known for its ability to calculate customer lifetime value (CLV), helping businesses prioritize high-value customers. It segments customers based on their predicted profitability and aggregates data from multiple sources to provide a unified view of each customer.
This information helps automate targeted marketing campaigns, allowing businesses to focus on their most valuable clients. For example, a retail chain used ActionIQ to increase engagement in its loyalty program by 20%, focusing marketing efforts on high-value customers.
10. Coglide
Coglide specializes in buyer persona management, enabling businesses to understand and cater to their ideal customer profiles. It assists in creating detailed buyer personas based on real customer data, aligning marketing efforts with the characteristics of these personas to increase campaign effectiveness.
It maps out the customer journey for different personas, allowing businesses to optimize their engagement strategies. A marketing agency using Coglide developed precise personas for a client campaign, achieving a 30% higher conversion rate.
11. Zeotap
Zeotap is known for its identity resolution software, which accurately identifies and unifies customer profiles across different platforms. Its cross-device identification links customer identities across multiple touchpoints, while data enrichment integrates external sources to enhance customer profiles.
Zeotap also ensures compliance with global privacy regulations while handling identity data. A telecommunications firm employed Zeotap to unify customer data from various services, improving its ability to cross-sell products effectively.
12. ActiveCampaign
ActiveCampaign combines email marketing, automation, and CRM tools, making it a popular choice for small to mid-sized businesses. Its marketing automation features allow businesses to streamline processes like customer segmentation and campaign management.
ActiveCampaign offers sophisticated tools for personalized email campaigns and CRM integration to ensure a smooth workflow between marketing and sales. One online retailer used ActiveCampaign to automate follow-up emails based on customer behavior, which led to a 25% increase in repeat purchases.
13. Know Your Customer
Know Your Customer is focused on customer due diligence and regulatory compliance, particularly for anti-money laundering (AML) and know-your-customer (KYC) requirements. It offers tools for quick and accurate customer identity verification and risk assessment.
Real-time monitoring allows businesses to detect suspicious activities and take immediate action. A financial institution using KYC was able to streamline its customer onboarding process, reducing the time required for verification by 40%.
14. Clootrack
Clootrack is a real-time customer experience analytics platform that measures customer perceptions across digital platforms. It provides businesses with insights into brand health by continuously tracking customer feedback and comparing satisfaction metrics against competitors.
Clootrack also offers competitive benchmarking, making it easier for companies to adjust their strategies based on customer perceptions. A consumer goods company used Clootrack to track shifting customer preferences, enabling it to adjust product offerings and increase its market share.
15. LiftIQ
LiftIQ uses advanced predictive analytics to help businesses understand and predict customer behavior. It offers tools for behavioral forecasting, helping companies anticipate customer actions based on historical data.
LiftIQ is also effective for demand forecasting, which assists businesses in optimizing inventory management and customer segmentation. By predicting product demand, an online streaming service using LiftIQ was able to optimize its recommendations and reduce customer churn by 15%.
16. Gong.io
Gong.io is a conversation intelligence tool designed to analyze sales conversations and improve sales performance. It records sales calls and uses AI to provide insights into what works and what doesn't, allowing businesses to refine their sales tactics.
Gong.io also tracks deal progress and provides real-time feedback to sales teams, helping to improve closing rates. A software company using Gong.io to refine its sales pitch saw a 30% increase in conversions.
17. Aury
Aury is a customer feedback management platform that simplifies the process of collecting and analyzing feedback. It uses sentiment analysis to gauge customer satisfaction and identify trends that can influence product development.
Aury also automates the reporting process, providing businesses with insights into customer sentiment over time. A restaurant chain used Aury to track customer satisfaction and quickly respond to negative reviews, leading to an improvement in its overall customer rating.
18. FullStory
FullStory focuses on digital experience analytics, helping businesses understand how users interact with websites and apps. It offers session replay features that record user sessions to identify usability issues.
FullStory also tracks user interactions like clicks and scrolls, providing valuable data for funnel analysis and optimizing conversion rates. An e-commerce site used FullStory to enhance its checkout process, which reduced cart abandonment by 20%.
19. Leadspace
Leadspace leverages AI to provide B2B sales and marketing teams with actionable insights and lead scoring. It helps prioritize leads based on their likelihood to convert and enriches existing customer data with additional insights for more accurate targeting.
Leadspace also provides segmentation tools and predictive analytics to forecast future buying behaviors. A technology provider that implemented Leadspace saw a 25% increase in lead conversion rates by targeting high-value prospects more effectively.
20. PriceSpider
PriceSpider is a brand commerce tool that helps businesses track pricing, product availability, and consumer behaviors across sales channels. It monitors prices across various retailers to ensure consistency, while its product availability alerts notify consumers when items are back in stock.
PriceSpider also offers market intelligence insights, helping brands protect pricing policies and maintain brand integrity. A consumer electronics brand used PriceSpider to track prices and ensure consistency across all retailers, safeguarding its brand reputation.
21. Plumb5
Plumb5 is a marketing automation platform that integrates:
- Analytics
- Automation
- Personalization
To enhance customer engagement. It provides real-time analytics to help businesses adjust their marketing strategies instantly.
Plumb5’s personalization engine ensures customers receive relevant experiences across channels, while its campaign automation features streamline complex marketing efforts. A retail chain using Plumb5 to automate and personalize its email campaigns saw a 35% increase in click-through rates.
22. Customer Happiness Index
Customer Happiness Index measures customer satisfaction and predicts loyalty, helping businesses enhance customer service strategies. It provides real-time feedback collection and satisfaction metrics, allowing businesses to make immediate operational adjustments.
It also uses advanced algorithms to predict future loyalty based on current interactions and offers benchmarking features to compare satisfaction against industry standards. A telecommunications company using the Customer Happiness Index improved customer retention by 10% by identifying and addressing satisfaction issues early.
23. Inquisium
Inquisium specializes in survey software that helps businesses gather and analyze customer feedback. Its platform offers advanced survey creation tools, coupled with robust reporting features that allow businesses to identify trends and actionable insights.
Inquisium is widely used in market research and customer experience management, providing businesses with the data they need to optimize their strategies. A financial services company used Inquisium to gather customer insights on new service offerings, which led to the development of more targeted financial products.
24. ZyloTech
ZyloTech is a customer data platform (CDP) that uses AI to drive personalized customer engagement and loyalty. It enables marketers to craft personalized campaigns that resonate with individual customer preferences and behaviors. The platform provides an AI-driven analytics engine that processes and segments customer data in real-time, offering businesses a granular understanding of their customer base.
ZyloTech supports data-driven personalization with segmentation tools, predictive analytics, and automated marketing recommendations, all designed to support complex marketing strategies. The platform integrates with existing marketing technology stacks, enhancing its utility by enabling marketers to leverage their data more effectively across various channels. It places a strong focus on data privacy and compliance, ensuring that businesses can meet the requirements of industry standards and data privacy regulations.
25. Customer Thermometer
Customer Thermometer is a feedback tool that captures real-time customer sentiment simply. It provides customizable feedback buttons that brands can align with their visual identity and look and feel. Designed to integrate seamlessly into emails, helpdesks, and messaging platforms, Customer Thermometer allows businesses to gather instant feedback through a simple, one-click response mechanism.
This immediacy helps companies gauge customer satisfaction levels immediately after interactions, making it an invaluable tool for maintaining high service standards. Beyond satisfaction scores, Customer Thermometer provides detailed analytics and reporting features that offer deeper insights into customer trends, sentiment over time, and areas for improvement. Its ability to trigger alerts based on specific feedback scores ensures that businesses can act fast to address customer concerns.
26. IBM Predictive Customer Intelligence
IBM Predictive Customer Intelligence is an analytics solution designed to transform customer data into actionable insights, enabling personalized customer experiences across multiple channels. Leveraging IBM’s advanced analytics capabilities, it predicts customer behavior and preferences, helping businesses tailor their offerings and interactions to meet individual needs. The platform utilizes a range of analytical techniques, including:
- Predictive modeling
- Segmentation
- Real-time scoring
To deliver personalized recommendations and decisions that can improve customer engagement and satisfaction.
IBM Predictive Customer Intelligence integrates with existing business systems, providing a unified view of the customer across different touchpoints and channels. It is highly scalable and suitable for large enterprises with complex customer data landscapes.
27. Selligent
Selligent is a marketing automation platform that can deliver omni channel messaging and personalized customer experiences. It is based on a consumer-first marketing approach, which prioritizes individual customer preferences and behaviors across all channels.
Selligent’s platform combines advanced analytics, AI-driven personalization, and automation capabilities to enable the execution of highly targeted campaigns. It facilitates real-time decision-making, allowing marketers to adapt their strategies based on current customer behavior and trends.
28. Staircase
Staircase AI enhances customer relationships through deep insights and AI-driven analytics. It focuses on interpreting the nuances of customer interactions across various channels, aiming to reveal underlying sentiments and engagement patterns. The platform helps businesses strengthen their customer relationships proactively by identifying opportunities for growth and potential churn risks.
By leveraging advanced AI algorithms, Staircase AI provides a detailed analysis of communication patterns, enabling Customer Success teams to anticipate needs and personalize their outreach efforts. The platform helps visualize complex data, making it easy to grasp the health of customer relationships at a glance. Staircase AI excels in detecting shifts in customer sentiment, offering real-time alerts to ensure that teams can act swiftly to address concerns or capitalize on positive feedback. Its integration capabilities allow for seamless collaboration with existing customer success and CRM tools.
29. Optimove
Optimove is a Relationship Marketing Hub that combines the most advanced client intelligence technologies with an automated customer marketing orchestration platform. Optimove helps marketers implement a systematic approach to planning, executing, measuring and optimizing a complete, highly personalized customer marketing plan.
30. Dynamics 365 Customer Insights
Dynamics 365 Customer Insights is a Microsoft product for improving customer journeys and experiences. When using this platform, you can:
- Incorporate customer data from multiple sources.
- Create unified customer profiles that include activity patterns, contact information, email engagement, and more.
- Automatically refresh your consumer data with built-in consent and privacy controls.
Because it's a Microsoft product, Dynamics 365, Customer Insights includes Copilot artificial intelligence (AI). Copilot can:
- Sort your customer profiles into segments
- Find new audience types to target
- Model customer intent with predictive analytics
- Qualify new leads
You can even use AI to gain a competitive advantage by creating personalized marketing messages and sending them at specific times based on customer preferences.
31. Einstein 1
Einstein 1 is a customer-centric AI tool that's part of the Salesforce Customer 360 ecosystem. Einstein works on top of your Salesforce data and can help you:
- Develop summaries of customers' interactions with your team
- Surface insights to answer questions and improve customer retention rates
- Assign scores based on customer needs, behavior, and intent to buy
- Create personalized customer experiences
- Build a knowledge base using previous support ticket data.
All you need to do is prompt Einstein 1 using normal language. It will draw upon your customer data and produce insights to review.
4 Use Cases For Customer Intelligence Platforms
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1. Predicting Future Buying Behavior With Customer Intelligence Tools
Customer intelligence analysis can pinpoint products that certain customers are most likely to buy based on previous behaviors. This can help businesses to manage their inventory and ordering, send targeted advertisements, and move customers toward purchasing.
2. Segmenting Customers for Better Marketing With Customer Intelligence Tools
Learning more about your customers allows you to improve marketing segmentation. Segmenting customers based on:
- Demographics
- Behaviors
- Purchasing history
- Geography
- Other similarities
Can scale your marketing and ad spend, making it easier to send tailored communications and campaigns.
3. Retaining Customers Who Might Churn
Identifying at-risk customers and understanding why they might abandon you for another company is crucial for reducing churn. Customer intelligence software can track customer engagement, satisfaction levels, and feedback, giving you the intel you need to take proactive steps to retain customers.
4. Mapping the Entire Customer Journey
From initial awareness to post-purchase, customer intelligence tools visualize the entire customer journey. Use this data to identify pain points and opportunities for engagement and enhancement.
Choosing the right Customer Intelligence Tools
Data Collection Capabilities
Not all customer intelligence tools can collect the same type of data. You want a platform that lets you gather user data in several ways. Look for features that allow you to collect data from custom events, track feature usage, distribute feedback surveys, and more. The more diverse the data collection options, the better insights you will be able to retrieve.
Analytics Features: How Much Can You Customize Them?
Analytics helps turn raw customer data into actionable insights. But not all customer intelligence tools have the same analytics capabilities.
You should look for platforms that can visualize customer data in easily understandable charts, graphs, and other formats. It’s also beneficial if you get custom dashboards to view these reports and filter the data based on your business needs.
Segmentation: Can You Break Down the Data?
Segmentation helps you break down customer data so you can retrieve more meaningful insights. Instead of looking at how a single customer is using your product, segmentation helps you understand how a group of customers with similar characteristics is interacting with your product. This can help you identify trends and tailor your next business moves accordingly. Look for customer intelligence tools that let you create and customize segments based on your unique business goals.
Integrations: Can it Work With Your Existing Tool Stack?
Customer intelligence tools don’t work in isolation. To get the most out of the platform, you’ll want to integrate it with your existing tool stack for:
- Customer support
- Feedback collection
- Data Analytics and more
Before choosing a customer intelligence software, check which tools it integrates with out of the box and whether you can create custom integrations to connect it with other platforms.
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4 Customer Intelligence Examples
1. Customized New-Customer Journeys
Customer intelligence systems empower marketers to personalize the journeys of their new customers based on first-purchase data. This includes information like products bought, categories represented, number of items purchased, and total spent. Instead of sending generic welcome communications to all new customers, businesses can use their CI tools to segment these buyers and create targeted messages that align with their specific interests.
For example, a new customer who purchased:
- A hiking backpack
- A water bottle
- A first-aid kit
Would receive different communications than a buyer who purchased a pair of swim trunks. While both customers may be preparing for an outdoor adventure, the segmented marketing approach allows for greater personalization and improved customer experience.
2. Persona-Based Customer
Communications Customer intelligence tools allow marketers to identify granular customer segments based on shared characteristics. These segments can then be used to create buyer personas that help businesses get to know their customers on a more personal level.
With this information, marketers can use their CI systems to send targeted communications tailored to these defined groups of customers based on their specific preferences and buying patterns.
3. Activity-Driven Product Recommendations
Customer intelligence helps businesses show their customers the most relevant products. By using CI to highlight items of interest to individual customers based on their recent browsing and purchasing activity, marketers can personalize the customer experience, boost engagement, and increase sales.
4. Contextual Geo-Targeting
Including location-specific information is a powerful way to make customer communications more relevant and actionable. For example, marketers can use CI to promote appropriate products alongside the current weather forecast or an upcoming local event.
Try Our Sales Intelligence Software for Free Today
Aomni is an AI agent platform designed specifically for B2B sales intelligence software. Our solution empowers enterprise and strategic account executives to execute account-based sales and marketing strategies with unprecedented efficiency and effectiveness.
Our key features include:
- AI-powered prospect and account research
- Comprehensive account mapping and planning
- Data-driven sales strategy development
- Automated call preparation
- Personalized AI agents for sales optimization
- AI chat interface for streamlined sales processes
- AI-assisted Account Based Sales/Marketing campaign execution tool
Aomni addresses critical pain points for sales managers whose account executives, account managers, and customer success managers must perform better and include quotas. By leveraging our advanced AI technology, sales professionals can significantly enhance their preparation for customer conversations, leading to more extensive deal closures and increased promotion opportunities. For individual sales professionals, Aomni provides the tools and insights needed to:
- Elevate their performance
- Close more substantial deals
- Accelerate career progression
Our platform transforms how B2B sales teams operate, ensuring they enter every customer interaction fully prepared and strategically positioned for success. Try our sales intelligence software for free today!
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