Why Customer Profiling Matters
Why Customer Profiling Matters
A sale may start with a product—but it closes with trust.
Let’s say you're meeting a customer at a trade show, or hopping on a call. You learn they:
Love their dog
Spend Sundays golfing
Enjoy Italian red wine
It might not affect the deal directly—but remembering the small things leaves a lasting impression.
Bring up their favorite wine during the next meeting—
and you’re not just another supplier, you’re a partner who listens.
A sale may start with a product—but it closes with trust.
Let’s say you're meeting a customer at a trade show, or hopping on a call. You learn they:
Love their dog
Spend Sundays golfing
Enjoy Italian red wine
It might not affect the deal directly—but remembering the small things leaves a lasting impression.
Bring up their favorite wine during the next meeting—
and you’re not just another supplier, you’re a partner who listens.
Create and Customize Smart Questionnaires
With our module, you can build tailored profiling questionnaires and attach them to any customer contact.
This way, you remember what’s relevant! You can create predefined answers for consistency and categorize your customers based on interests, behavior,
or industry traits. A perfect basement for successful marketing campaigns!
Each form is fully customizable and reusable across teams or customer segments.
Create and Customize Smart Questionnaires
With our module, you can build tailored profiling questionnaires and attach them to any customer contact.
Ask only what’s relevant
Use predefined answers for consistency
Categorize your customers based on interests, behavior,
or industry traits
Each form is fully customizable and reusable across teams or customer segments.
Define Unlimited Questionnaires for Every Need
First sales call?
Trade fair follow-up?
Annual relationship check-in?
You can define
different profiling templates
for every
interaction type.
The more information you collect, the better your customer journey becomes—because
you can tailor your solutions to exactly what they want.
Define Unlimited Questionnaires for Every Need
First sales call?
Trade fair follow-up?
Annual relationship check-in?
You can define
different profiling templates
for every
interaction type.
The more information you collect, the better your customer journey becomes—because
you can tailor your solutions to exactly what they want.
Log New Info Instantly — While It’s Still Fresh
After any call or meeting, just open the customer’s profile and
fill in the questionnaire.
There’s no need to scribble down post-it notes or forget what matters.
Next time you interact with that customer, you’ll instantly see their preferences, the communication style, your customer's hobbies or business context, special requests, and more.
Log New Info Instantly — While It’s Still Fresh
After any call or meeting, just open the customer’s profile and
fill in the questionnaire.
There’s no need to scribble down post-it notes or forget what matters.
Next time you interact with that customer, you’ll instantly see:
Their preferences
Communication style
Hobbies or business context
Special requests
And more
You can define
different profiling templates
for every
interaction type.
The more information you collect, the better your customer journey becomes—because
you can tailor your solutions to exactly what they want.
Everything Stored Securely Inside the Contact
Everything Stored Securely Inside the Contact
No switching tabs. No external tools.
All collected insights live directly inside the Contact Record in ITISeasy.business.
And yes, it’s fully searchable and exportable for analysis.
Perfect for:
No switching tabs. No external tools.
All collected insights live directly inside the Contact Record in ITISeasy.business.
And yes, it’s fully searchable and exportable for analysis.
Perfect for:
Account
Managers
Sales
Teams
Marketing
Automation
Customer Support
Follow-ups
Account
Managers
Sales
Teams
Marketing
Automation
Customer Support Follow-ups
The ITISeasy.business Advantage
Unlike generic CRM tools or the base Odoo setup, ITISeasy Customer Profiling is:
Purpose-built for meaningful B2B relationships
Integrated across your ERP workflows
Secure, scalable, and ready for GDPR-compliant data handling
The ITISeasy.business Advantage
Unlike generic CRM tools or the base Odoo setup, ITISeasy Customer Profiling is:
Purpose-built for meaningful B2B relationships
Integrated across your ERP workflows
Secure, scalable, and ready for GDPR-compliant data handling
Turn Every Contact into a Business Opportunity
Start using customer insights to build loyalty, grow your pipeline,
and make every conversation count.
Request a Demo Talke a look at ITISeasy.business CRM
Turn Every Contact into a Business Opportunity
Start using customer insights to build loyalty, grow your pipeline,
and make every conversation count.
Request a Demo
Talk to an Expert
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