Excel template for customer information
Excel template for customer information
This article provides details of Excel template employee schedule weekly that you can download now.
Microsoft Excel software under a Windows environment is required to use this template
These Excel templates for customer information work on all versions of Excel since 2007.
Examples of a ready-to-use spreadsheet: Download this table in Excel (.xls) format, and complete it with your specific information.
To be able to use these models correctly, you must first activate the macros at startup.
The file to download presents tow Excel template for customer information
The customer file is the updated list of names, contact details and characteristics of a company's customers. The customer file can also contain information from customers not yet acquired, or "prospects".
The customer file is one of the most valuable documents in the business. It constitutes an important part of the value of the company.
Today, most customer files are computerized: paper customer files have given way to Excel spreadsheets and specific software.
The client file has several uses:
- A client file allows you to organize and save time. It is the document that brings together in one place all the contact details of customers and prospects. The customer file allows you to quickly find information, to access an email address or a telephone number instantly,
- The client file is the memory of the client relationship. The customer file can include the history of purchases, business meetings, telephone interviews; it can also indicate the actions planned or which remain to be carried out.
- The customer file makes it possible to analyze its customers and draw conclusions from them in terms of commercial positioning. The analysis of the customer file sheds light on the manager of the characteristics and behavior of his customers. It is possible, by crossing the data in the customer file, to notice consumption phenomena and draw commercial conclusions. We are talking about CRM (customer relationship management).
- Finally, the customer file is the ideal tool for communication actions or commercial actions, for example loyalty actions. It is the ideal base for direct mail, e-mailings, commercial reminders, loyalty card, etc.