Customer Database Software Made Easy

Customer Database Software with History Records

One of the biggest challenges of effective customer relationship management (CRM) is that sales agents do not know enough about clients and their recent interactions with the company. Such a negative impression often causes customer attrition and lost market share. Additionally, when there is a need to repeat information or explain past communications with a customer, the challenge frustrates both the company and the customer and diminishes sales force productivity.

Database Software Simplifies Customer Management

Customer database software makes it possible to address the challenges by keeping and maintaining client contact history in one customer database. Salespeople are enabled to get a complete customer view to retain business contacts, manage client interactions, and keep track of past communications. For each customer there can be created a detailed profile that includes contact data (name, email, phone number, etc.), purchase details (products, amounts, etc.), and other essential information (e.g. salesperson notes, tasks or appointments) required for effective customer relationship management.

Ensure Employee Commitment

When it comes to increasing customer satisfaction, employee commitment is often regarded as the primary factor to drive employee efficiency and predict success in CRM. Employee commitment determines what sales force can and will do. It is as the amount of work that a sales person needs to do to achieve success. The higher commitment is, the greater results will be delivered. A more committed sales rep will do more jobs and significantly contribute to growing customer satisfaction and sales revenue.

To ensure that your salespeople meet their commitments, you need to keep track of how your employees interact with their customers and how well they perform their tasks and assignments. With help of customer database software you can manage all of your sales force activities from one screen. For example, CentriQS lets you create a sales management dashboard in which you can add current tasks, projects and clients of your employees. You can customize your dashboard according to your specific needs.

Report on Customer Deals

Organize Inventory Management Information

Information on inventory management is a starting point for effective sales and client service. When your organization has a clear idea of what tangible goods or and property are available in stock or missing it can plan for production, distribution, customer relationships, sales, etc. Inventory management system embedded in CentriQS customer database provides your organization with complete, up-to-date and relevant data on product and inventory details, including code, image, count, vendor, cost, price, weight, and more, as well as inventory availability status and location.

CentriQS enables you to keep and update inventory records in your customer database. Besides, you are enabled to:

Link Inventory Records to Other Entities

Create Entity Relations

One more way to associate your inventories with other entities available in your customer database is to create entity relations. This functionality lets you add sales orders, customers, tasks, schedules, and other entities directly to Inventory detail view. It significantly simplifies and accelerates data management.

Export to PDF and Excel

Manage CRM Tasks and Activities

What many businessmen don't realize is that the secret to running a profitable business is all wrapped up in CRM, one of the most critical processes in business management. By learning how to plan, schedule and prioritize tasks and activities of the CRM process, you will save money and also understand how to attract more prospects and satisfy existing customers.

Break Down Work into Smaller Tasks

Set Task Priorities

Develop Schedules