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Artem2016-01-08 01:20:54
CRM
Artem, 2016-01-08 01:20:54

What customer information is most important?

What customer information is most important?
There is a list of clients in which you can stick some information.
There is a separate page for each client, which contains all the information about him.
If the client is a company, it may have several contact persons (general director / branch director / manager, etc.).
What information would you recommend to put in the list of clients?
As an example, we can take an advertising agency (engaged in advertising), clients - companies, small and medium-sized businesses.

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3 answer(s)
X
xmoonlight, 2016-01-08
@ber_enot

1. Solvency (payments, frequency of service orders, etc.).
2. The person responsible for making decisions in negotiations with your company.
3. His deputy
4. Head of the client company
5. General level of loyalty of the client company.

D
David Goltsman, 2016-01-08
@sn3g

You need to ask marketers this. It makes no sense to collect more information than you plan to use for marketing communications.
If you are interested in information as a CRM developer, then it is better to refer to Competitor Comparison

K
Konstantin Nagibovich, 2016-01-08
@nki

It's strange that a developer asks such a question. What information is needed about the client should be decided by the customer who will use your system.

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