What data to include in a customer portfolio?
Posted: Tue Jan 21, 2025 9:24 am
An efficient customer and lead portfolio is a rich source of organized and complete information that allows your team to make strategic decisions and create genuine connections. By including the right data, your company gains clarity to segment, prioritize, and personalize interactions.
Of course, each business has its own particularities and, therefore, can adapt the data according to needs and strategies.
In general, we have separated below the main data that should be on your contact list for B2B sales .
Full name and telephone number
They are essential for identifying electrical contractors email list the contact and establishing direct communication. It is the first step towards a successful approach.
Position and company
Knowing the prospect's position and the company they work for helps you understand their decision-making level and the context in which they operate. It also makes it possible to offer personalized solutions that are appropriate for the segment.
CNAE and CNPJ
For B2B businesses, information such as CNAE and CNPJ are crucial to classify the customer by sector, company size and specific regulations that may impact the sale.
Interaction history
Tracking and recording each point of contact with the customer allows you to identify the stages of the funnel that have already been covered and, therefore, prevent repetitive approaches.
Needs and pains
Identifying the prospect's main demands and challenges is essential to offering relevant and assertive solutions and demonstrating that you understand their problem.
Furthermore, keeping information organized avoids duplication and reduces wasted time and resources. Therefore, with quality data, your team can abandon generic approaches and create targeted campaigns that truly convert.
Of course, each business has its own particularities and, therefore, can adapt the data according to needs and strategies.
In general, we have separated below the main data that should be on your contact list for B2B sales .
Full name and telephone number
They are essential for identifying electrical contractors email list the contact and establishing direct communication. It is the first step towards a successful approach.
Position and company
Knowing the prospect's position and the company they work for helps you understand their decision-making level and the context in which they operate. It also makes it possible to offer personalized solutions that are appropriate for the segment.
CNAE and CNPJ
For B2B businesses, information such as CNAE and CNPJ are crucial to classify the customer by sector, company size and specific regulations that may impact the sale.
Interaction history
Tracking and recording each point of contact with the customer allows you to identify the stages of the funnel that have already been covered and, therefore, prevent repetitive approaches.
Needs and pains
Identifying the prospect's main demands and challenges is essential to offering relevant and assertive solutions and demonstrating that you understand their problem.
Furthermore, keeping information organized avoids duplication and reduces wasted time and resources. Therefore, with quality data, your team can abandon generic approaches and create targeted campaigns that truly convert.