Customers

Cold Contacts, Prospective, Regular

Customers are central to the success of any business. These customers may be those with whom contact is yet to be made. They may be prospective customers, who have already expressed some degree of interest in the services on offer. Or they may be regular customers, who are a source of repeat business.

Details, Actions, Requirements

All of the information for each customer is held in one place. This includes the usual details, address, phone number, contact name, and so on, as well as anything else that's been gleaned from or about the customer.

There's also a history of all of the actions carried out for each customer. This is mainly a record of contacts made with the customer, but it can include other, non-contact actions, such as internal meetings.

The user is alerted to those actions that have become due and a complete history of the previous actions for the customer is maintained.

Each customer's requirements are also associated directly with the customer concerned.

Searching & Filtering

There may be thousands, if not tens of thousands, of records in the customer database, but only a small proportion of them are active at any one time.

Speed of access is essential, especially when the telephone rings and you want to provide the caller with a prompt and personalised response.

Extensive searching and filtering facilities enable individual customers to be located as quickly and easily as possible, together with all of their related information.