Capturing Customer Information

Why capture information

Where to capture it

How to capture it

Overt and Covert

How to organise your data

CRM

How to use it!

I don’t have any data!

Case Studies

The Art of The Possible with Data Capture

Why capture customer information?

1 – One Off

Purchasers

2 – Occasional

Users

3 – Regular

Customers4 - Advocates

Where to Capture Customer Information?

How to Capture Customer Information?

Feedback

Real Life Web Traffic

Newsletter Sign

Ups

Social

•Podio

•Mail Chimp

•CMS - WordPress

•Mail Chimp

integration

•Hoot Suite

•Tweet Deck

•Bit.ly

•Offline forms

with Mail Chimp

•Paper!

•Podio

•Mail Chimp

•CMS - WordPress

•Survey Monkey

•Google Analytics

Entities

CRM Tools

Tools you may already have

Statement of Work

Kick Off

Test

Launch

Optimise

Planning Tools

Tools you may already have

Case Studies

Start Capturing Data on your:

Website

Social Media Channels

In your office/at events/at your premises

Start Using your Data

Generate multi-targeted campaigns