5 Steps for Creating a Customer Database

Every business needs an updated customer database incorporating all key data on its customers. These details are very important because they are the foundation on which the company’s ongoing relationships are based. It allows them to contact customers for the new product purchases, notifies them of the season and recommendations for new initiatives. A good customer record acts as an intermediary between the company and customers.

To build that strong customer registration requires the following steps:

1. Have adequate software and know the contents of your database

This is the first and most important step to take into account of when configuring your customer database. You must be organized when it comes to your database and there is no better way than to implement good software to make data easily available. You must have access to your data at any time. That is the success of having a good database. When choosing software you should know exactly how your database can be configured to cap hire all of your relevant data. Common details found in most customer records are the customer name, address (residence and office), phone number, email and main contacts with their personal contact details.

2. Understand the uses of your database

Use your database to generate specific reports to gather market trends. Once your application is retrieval objectives are known. It is easy to produce reports and store them for easy retrieval.

3. Effective organization and database authorization

Your database should be efficient by ensuring all key fields are set correctly. Follow a simple, easy to maintain template to record all the details correctly. Each template field must have relevant authorizations, to allow your users to retrieve your data quickly and easily.

4. Plan your reports and create credentials

Different users must be able to pull different reports; therefore your customer database should facilitate that report retrieval, generic in addition to any custom report is needed. Creating credentials is very important for security of your data. This will ensure only entitled employees can access the database, thereby maintaining confidentiality of your data.

5. Review before launching

Before making your customers’ database public test it internally and make sure it is working well. This step can save you a considerable embarrassment. Testing is a key step that should not be missed.

All you need to know about your customers on one page

With @Spire you can search for your customers easily with our customer advance search. Our special designed categories will automatically sort your customers into Gold, Silver or Bronze. With live Sage Sync you won’t need to import any contacts. Contacts from Sage are updated to @spire in real time.

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