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Salesloft
Instantly Access Customer Details
Automatically synchronize customer information between CloudTalk and 3-party systems. Keep your data up-to-date seamlessly.
Store Critical Information in One Place
Centralize Contact Details
Find and access customers’ full call history, recent tickets, and even completed deals.
Access Data While Calling
Quickly get to a contact’s CRM profile or any other type of customer profile during the call.
Create Custom Tags at Any Time
Tag contacts mid-call to streamline the customer experience and campaign management.
"With CloudTalk's Analytics I now get to see every step of the way. We can find discrepancies between our agents and gain a much better understanding of our teams' setup."
Nelly Donnelly Service Delivery Manager
See customer story
"CloudTalk improved our team's cost and efficiency. The script feature allows us to lead the calls in a much more systematic way, as well as all the action buttons to trigger actions directly into our backend."
Yohann Bensadoun Global Supply Growth
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"Our call volume tripled in only 2 years, from around 10,000 calls to 30,000 per quarter and with CloudTalk, we can now handle all of this communication easily. It was an excellent choice."
Frederico Lopes Head of Customer Service
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"We have seen a significant increase in our outbound call volume since we started using CloudTalk and we can now reach out to more prospects and customers than ever before."
Elay Sasson Call Center Manager
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"CloudTalk’s AI has cut our call quality analysis from 2 hours to 20 minutes daily and reduced mis-targeted leads by 24%, allowing us to focus on strategic growth."
Sara Konickova Sales Ops Manager
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What is the Customer Details Feature?
The customer Details tool gives agents instant access to key customer information during both inbound and outbound calls. When a call connects, the agent can view detailed customer profiles, including past interactions, purchase history, and personal preferences. This allows for more personalized communication, letting your team address customer needs more effectively and close sales faster.
4 Steps to Manage Customer Data
Centralize Customer Info
Ensure all customer data is stored in a single, easily accessible platform like CloudTalk. The centralization helps agents quickly retrieve relevant details, reducing response times and improving service quality.
Update Records Regularly
Keep customer profiles up-to-date by updating contact information, preferences, and interaction history. Accurate data ensures that your team makes informed decisions and provides personalized service.
Segment Your Contacts
Organize your customers into segments based on criteria such as purchase behavior or demographics. The segmentation allows for more targeted communication and efficient campaign management.
Secure Customer Data
Protect your customers’ information by implementing robust security measures, such as encryption and access controls. Regularly review security protocols to safeguard data and maintain customer trust.
Store Client Information in CRM
To store and manage customer data securely and efficiently, integrate CloudTalk with CRMs or other key platforms. Ensure that all data is automatically synced and stored in a centralized, encrypted database. Furthermore, easily retrieve customer details and let your team access up-to-date profiles during calls.
By integrating with CRM platforms, you can streamline workflows, enhance client data security, and provide personalized service with confidence.
Get your data in order today.
Other features you might like
Turn your CloudTalk into a much larger and powerful tool
Expand your business toolstack with a business calling software that can be easily integrated into your existing CRMs, ecommerce or helpdesk tools, like Salesforce, Freshdesk, Help Scout, and dozens more.
Have questions?
What are customer details and information?
Customer details and information refer to the data collected about individuals or businesses that interact with your company. This includes personal identifiers like names, contact details, and addresses, as well as transactional history, preferences, and behavior patterns.
What is an example of customer information?
An example of customer information is a client’s full name, email address, phone number, and recent purchase history. This data helps businesses personalize interactions and improve customer service.
How can I get customer details?
You can obtain customer details through various channels, such as online forms, purchase transactions, customer support interactions, and CRM systems. It’s important to ensure that data collection complies with privacy regulations.
What are customer account details?
Customer account details typically include information specific to a customer’s relationship with your business, such as account numbers, billing information, subscription plans, and service preferences.
Why is customer information important?
Customer information is crucial for personalizing experiences, improving customer service, and driving targeted marketing efforts. It helps businesses understand their audience, anticipate needs, and build long-term relationships.
What are the 4 main customer data types?
The four main customer data types are:
1. Demographic Data: Age, gender, income, etc.
2. Behavioral Data: Purchase history, website interactions.
3. Transactional Data: Payment methods, order history.
4. Psychographic Data: Interests, lifestyle, values.
What type of information is customer history?
Customer history includes data on previous interactions with your company, such as purchase history, communication records, support tickets, and any feedback or reviews they’ve provided.
Which data provides detailed customer insights?
Detailed customer insights are provided by a combination of behavioral data (how customers interact with your business), transactional data (what and when they purchase), and psychographic data (why they make certain choices). This comprehensive view helps tailor marketing strategies and improve service offerings.
Ready to get started?
Schedule a demo with one of our specialists and gain unparalleled control over your customer’s experience.
