Customer First – Customer Profiling
Do you know which of your customers are likely to pay on time, and which need closer attention? Learn how to build meaningful customer profiles using payment behaviour, risk data and account history. Use those profiles to group your customers and tailor your approach to each, from credit terms to collection activity. Go one step further and turn your ledger insight into a smarter, more targeted strategy that saves time and improves cash flow.
What will you gain?
- A clearer picture of your customer base
- The ability to segment customers by risk and behaviour
- More targeted and efficient collection activity
- Better informed decisions on terms and credit limits.
Who is it for?
Useful to anyone managing a customer ledger or setting credit and collection strategy. It can work as a single session, and forms part of the Customer First series, which covers:
- Customer Profiling
- Handling Customer Complaints.
What will it cover?
- Why customer profiling matters in credit management
- Data sources for building customer profiles
- Analysing payment behaviour and account history
- Segmenting customers by risk and value
