Customer Data Platforms for Small Businesses
A small business may need a customer data platform when it wants customer information from different channels together in one place. PracharVedam combines website visits, WhatsApp conversations and payments into one profile per customer.
When is a customer data platform useful?
A customer data platform can be useful when a business needs to bring customer information from different channels together. Whether it is needed depends on the business and the customer information it wants to connect.
PracharVedam combines website visits, WhatsApp conversations and payments into one profile per customer.
What can go into a customer profile?
PracharVedam records website visits with its own first-party tracker, only after the visitor accepts analytics.
Payments from Razorpay, Cashfree, PhonePe and Instamojo flow into the PracharVedam customer profile.
Orders from Shopify, WooCommerce and Wix stores flow into the PracharVedam customer profile.
How does the customer data connect to follow-up?
PracharVedam matches each website visit, WhatsApp conversation and payment to one CRM contact. The CRM keeps leads, contacts, accounts, deals, conversations, tasks and workflows in one trail.
PracharVedam sends WhatsApp campaigns to customer segments and tracks the replies in the CRM.
The CRM follow-up also keeps enquiries as leads, with contacts, deals and next tasks.