DataKnowl Crm: new features to manage the entire customer lifecycle
With the introduction of the latest new features,
DataKnowl's CRM aims to achieve the critical goal of offering a complete tool for
managing the entire
customer life cycle: from Marketing to Sales to Customer
Thus becoming "the single source of truth" (SSOT), the
natural source of data management that allows you to make marketing more effective,
improve sales performance,
and better meet the needs of acquired customers,
creating solid and stable relationships.
Speaking about CRMs and the advantages
associated with using CRM software, many often tend to dwell on how this system can
help in sales, planning marketing campaigns, and offering
customer support, forgetting, however, other significant benefits. For example,
a CRM can be helpful in the simple management and classification of contacts (Contact
therefore as a pure Contact Manager; in the organization of
tasks, for example, as a reminder for actions or tasks to be performed; in the
development of data and reports.
With DataKnowl's CRM, it becomes
possible to organize and classify contacts at each stage of the purchasing process
thanks to the introduction of specific entities.
In DataKnowl CRM, any
person or organization with whom you interact or may interact is called an Entity.
entity defines and maintains business data related to it. It is characterized by attributes
and types, which depend on the life cycle phase.
In DataKnowl CRM, we have
the following types of entities:
SUSPECT | LEAD | PROSPECT | PERSON
| TARGET | ORGANIZATION
Let's see them in more detail.
Suspect represents a person or organization with a potential need to purchase
a product or take advantage of a service offered by your company. It seems to
represent the profile of
a potential customer, but there is no information
in this sense. It is also unknown if Suspect is interested in your market. A Suspect
has not previously interacted with your company.
Lead represents an unqualified sales opportunity. A Lead can be someone
or an organization that has expressed interest in your company's product or service.
The Lead represents the first phase of a sales process. A Lead must have already
interacted with your company to be defined in this way. For example, he requested
the price of your product via email, or he filled out a form to request
A Prospect is a person,
a potential customer, who has been qualified given the fulfillment of specific
criteria. He represents a potential customer suited to your target market,
the budget to purchase your product or service, and is empowered to make purchasing
A Lead represents an unqualified sales opportunity, while a
Prospect has been verified to meet the company criteria to continue in the sales cycle.
The so-called Lead Qualification process verifies whether a Lead
has the properties to advance in the sales cycle and be transformed into a
In DataKnowl, a Prospect always represents a person, while a
Target is an organization. A Target has the same role as the Prospect, except that
representing a person, it represents an organization.
other hand, the Lead may have information relating only to the person he represents,
information about the person and his company, or only about the company.
a Lead is qualified, there are three cases. First, if it only identifies the person,
then it is transformed only into a Prospect. Suppose the Lead identifies both a person
the related organization. In that case, the Lead is transformed into Prospect
using properties relating to the person and into Target using organization properties.
Finally, if the
Lead identifies an organization but not a person, the qualification
process will only produce a Target.
A Prospect can belong
to a Target.
A Person represents
someone who has already purchased a product or used a service offered by your company.
A Person is a customer. A Person can belong to an
A Target represents a potential customer,
for example, a business or government department, qualified by satisfying
specific company criteria. This Target is interested in your target
has the budget to purchase your product or service. One or more Prospects can
belong to a Target.
is a customer like a business or a government department. They have already
purchased a product or used a service from your company. One Person or more
People can be
associated with an Organization.
types of entities to use?
DataKnowl provides all the entities necessary
to better manage interactions with customers and potential customers. However,
it is not always essential to use all of them. A lot depends on the
For example, suppose you use DataKnowl's CRM to manage interactions with
existing customers. In that case, you only need to use People for individuals and
Organizations to keep track of businesses or
on the other hand, the sales cycle is more straightforward, we can use Leads to manage
relationships with potential customers while using People and Organizations for acquired