Customers workspace

Introduction

Welcome to the Customers area in Delibr! This area of the tool functions much like a CRM (Customer Relationship Management) system, tailored specifically for product managers. By tracking individual and company profiles, linking feedback to profiles, and maintaining relationships, you can gain a deeper understanding of your customers and their feedback. This article aims to help you understand the functionality of the Customers area and provide insight into the best practices for utilizing this component to its full potential.

Understanding the Customers area

In essence, the Customers area is a space where you can track both people (individual customers) and companies. It contains two distinct queries: the "Person"-query and the "Company"-query. This setup allows you to connect feedback with specific customers and organizations, giving you a complete picture of who your customers are and what they need from your product.

As you receive feedback in the Discovery area (either through requests or through interviews), you can tag the feedback with the name of the person who gave it.

If the person isn't already located in the Customers area, a new "Person"-document will be created.

Once you've marked the document as a "Person" then the document can be found within the "Person"-query, where you can review all individuals who have provided feedback.

To get more context of who this person is you can add information to the document, like which company the person works for.

By tagging a Person-document with a company, a new "Company"-document is created. 

This "Company"-document can be found in the Company-query once you've marked the document as a "Company". 

Connecting a person to a company adds a layer of context to the feedback, helping you understand the customer's background and potentially influencing the prioritization of their feedback.

Use cases

The Customers area is not just a passive repository of names and companies—it's a proactive tool for enhancing communication and customer relationships. Here's how you can utilize it:

• Use the Customers area to keep track of who has provided which feedback throughout the product development process. This information allows you to reach out to specific individuals easily.

• You might want to contact an individual for more context about their feedback, to test a prototype with them, or to inform them when a feature they requested has gone live.

• Understanding who your customers are, and the companies they represent, can help you develop a nuanced view of your product's user base. This will enable you to make more informed decisions about product development and prioritization.

Conclusion

The Customers area is an integral part of Delibr, enabling you to manage your relationships with customers effectively. By making the most of this feature, you can gain valuable insights into who your customers are, what they need, and how their feedback influences your product's development.

Remember, your product's success is ultimately measured by your customers' satisfaction. The more efficiently you can link feedback to customers, the better positioned you'll be to deliver a product that meets their needs. So let's build meaningful relationships with your customers and drive your product's success. Should you have any further questions, our support team is always here to assist you.