Can you tell me, right now, who your customers are?
Do you know who your customers are?
I mean, literally, can you call up a list of email addresses in less than 2 minutes, without having to bug another person?
If not, this should be the next thing you build. I’m serious — postpone core product development, postpone customer-requested features, postpone non-major bug fixes — and build an internal tool, stat.
KISSmetrics is (sadly) the first company I’ve ever worked for where I’ve had a customer search tool. Somehow I survived without it. But this is like saying that people used to survive dentistry without anesthesia — why would you inflict that upon yourself once there’s another option?
These are some of the things I was easily able to do recently that would’ve been major efforts in the past:
- Find out who recently signed up for our product and send out some random check-in emails.
- Find out when the customer who just emailed signed up, to be sure and strike the right tone in my reply.
- Filter to find the appropriate customers (based on integration, signup date) for my survey.
- Search for that person who complained on Twitter – are they a long-time customer or a brand-new signup?
- Search for “good brand name” companies so I could provide a variety of examples of how customers you’ve heard of are using us.
- Look up customers who logged in within a couple days of releasing a new feature so I have a list of people to follow up with individually.
- Look up customers who “got stuck” at a certain point in onboarding and email them to offer assistance / find out why they did not continue.
These may sound like simple things, but they allow me to do a lot of very quick research and to run a lot of tiny experiments (send an email to a few people, realize you aren’t getting the type of responses you wanted, revise and send to a few more, etc.).
I’m sure there are more feature-rich solutions that you can buy, but I’m not sure those actually serve the same purpose. As an internal tool, this can (and should) be quick-and-dirty. I have basic filtering and search capabilities; for everything else I export via CSV and futz with the data in Excel. I don’t have a built-in record of every communication with a user (but since I send emails from Gmail, I can quickly make sure I haven’t bothered that person too much recently by searching my sent-mail).
If you want to build one of these, here are some requirements you may wish to consider:
- Free-form search with autocomplete
- Filter by plan level
- Filter by integration level (i.e. signed up / started configuration / fully getting value from product)
- Filter by recent signup (i.e. people who signed up in last 2/last 7 days)
- Filter by login (i.e. people who logged in past 7 days, 8-30 days, 30+ days)
- Filter by activity (i.e. trial period / active / canceled)
- Export to CSV
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