Almost every company has a need for a customer base. Due to the lack of structuring in the capabilities and desires of partners, present and future, the organization may “lose” several large orders. Therefore, it is important to address this issue as quickly as possible. For starters, the customer base can be located in an Excel document.
It is necessary
computer with office software installed
Instructions
Step 1
Create a table shape for your customer base. To do this, initially you need to understand what you want to see in the database. Such documents begin, as a rule, with a serial number ("No."). In the following columns, it would be rational to indicate the name of the company, the full name of the contact person and his contacts. Next, you can add columns about orders made / completed projects and preliminary orders (those that are under discussion). In the "Comments" column, you can indicate the name of the responsible manager on the part of your company and the complexity of working with this client, what you need to pay attention to, and how you should communicate with him. Basically, you can add any columns you like.
Step 2
Give the task to the managers. As a rule, all the information you are interested in is already available in notebooks, diaries, employees' computers. Now you just need to structure it. To do this, you need to distribute the table form to managers and explain their tasks. It is better to devote a whole meeting to this, at which to explain the need for this work, indicate a responsible employee to whom managers can approach with questions, and set clear deadlines for completing the task, for example, 1 week.
Step 3
Bring documents received from managers into a single access to the database so that all changes are made in a timely manner. This will help to constantly monitor the quality of the work of employees.
