Here are the essential points for creating a customer file

By knowing the customer’s needs, budget and usual purchases, the company will be able to provide them with relevant offers. The company can use basic software such as Microsoft Excel and list the complete information of the customers. Some dedicated programs are also interesting, but they often require a certain amount of time to get to grips with.

However, a regular update must be made to avoid making mistakes about the current needs of customers. Furthermore, by combining customer file management with simple customer relationship activitiesyou will artificially build customer loyalty.

What does a customer file contain?
The data to be put in the customer file depends on the company’s sector of activity . However, it is

Information is collected when a new

customer makes a purchase . The customer may also provide their contact information when they prepare a quote or purchase order . In addition, they may provide it during sales meetings or give it directly to the company.

Regarding prospect data, the collection can be done by setting up games or contests for example. Or, the company can create an online form or invite them to design a loyalty card .

Creating a customer file requires certain strategies to have well-organized and complete information . The company must then specific database by industry  know how to consider 5 essential points.

First, you need to gather all the data contained in the customer contact book , in the activity calendar or in a billing file . Then, you need to put them in an Excel file format . The latter contains different tabs that allow you to gather all the information in a single file.

2. Define the customer’s purchasing frequency
The company must determine the frequency of purchase of its customer/prospect to analyze the quotes and their  ਇਸ ਦਿਨ ਅਤੇ ਯੁੱਗ ਵਿੱਚ, ਇਹ ਫੇਸਬੁੱਕ ‘ਤੇ ਬ੍ਰਾਂਡ ਸਮੱਗਰੀ  conversions into contracts . The managers must then know if the customer buys something per month, per year, or per day. If he buys 2 to 3 times per month, the monthly analysis of the file must be chosen . If it is rarely per month, the quarterly analysis is the most recommended.

the company can gather its data by doing the following

Fill in and copy their characteristics : for an individual, the necessary contact details are the email address , postal address, profession, age, etc. While for companies, the information to remember is the emails, addresses, telephone number, turnover and number of employees.
Complete the customer purchase history for the last 3 years. For each period, you must note the number of purchases and their total amount.
4. Analyze the data
Using automated functions in Excel, the company can easily spot:

The Excel customer file can help the company to easily identify customers who meet the criteria considered important. Once the aob directory  file is in place, the company must take certain actions in order to contact :

his former customers who have become inactive to try to get them to come back ,
its customers who have less loaded baskets to try to make them discover new products and services ,
its loyal customers to invite them to sponsor other people by giving them a discovery offer.
Keeping the file up to date and analyzing it regularly requires great discipline. However, it must be kept in mind that it is a source of income and added value for a company , and should therefore not be neglected. In-depth analysis and updating should be done at least every year.