Items required as customer information
Posted: Sat Dec 21, 2024 4:37 am
Diversification of customer needs
In recent years, the internet has made it possible to obtain detailed information on products and services not only from real stores but also from mail-order websites and comparison sites. As a result, it has become easier to compare our products and services with those of other companies, making it more difficult for our own products and services to be selected. While utilizing customer information, it is necessary to discover users' latent issues and needs, and to promote and approach customers with pinpoint accuracy.
Problem of creating a large number of dependents (e.G. Of a labor union, labour union)
By not managing customer information, it is easy for problems of impersonalization to occur within the organization. For example, if the customer information obtained by a sales representative through his/her work and the circumstances that led to the achievement of results are not shared within the company, it will be difficult for the team as a whole to achieve stable results over a long period of time. In addition, when a sales representative has to take over a job due to parental leave or a job change, the lack of accumulated customer information reduces the efficiency of the handover process. In order to prevent problems caused by this type of demotivation, it is important for companies to manage customer information.
Related article>> in-depth explanation of causes of sales gerrymandering and 7 solutions
Organizing necessary items as customer information
Corporate information
The basis of customer information is company information.
-company name
-address
-telephone number
-email address
-industry
-number of employees
-years established
-website url
-sns account
-department name of contact person
-position name of contact person
In addition to basic information such as company name russian number whatsapp and address, the company information section should also include information that is important for business negotiations, such as business description and sales size.
Personal information
Btob]
・name of contact person
・phone number
・e-mail address
・name of department
・title
【btoc】
・age
・family structure
・hobbies
・client rank
・date of birth
In btob, information such as the department and position of the person in charge is important. In particular, if it is known who has the settlement authority, it is easier to make the necessary preparations, and business negotiations can proceed more smoothly.
In btoc, if you can manage items such as preferences, hobbies, and customer rank in addition to basic customer information, you will be able to respond with appropriate content and timing to increase sales.
In recent years, the internet has made it possible to obtain detailed information on products and services not only from real stores but also from mail-order websites and comparison sites. As a result, it has become easier to compare our products and services with those of other companies, making it more difficult for our own products and services to be selected. While utilizing customer information, it is necessary to discover users' latent issues and needs, and to promote and approach customers with pinpoint accuracy.
Problem of creating a large number of dependents (e.G. Of a labor union, labour union)
By not managing customer information, it is easy for problems of impersonalization to occur within the organization. For example, if the customer information obtained by a sales representative through his/her work and the circumstances that led to the achievement of results are not shared within the company, it will be difficult for the team as a whole to achieve stable results over a long period of time. In addition, when a sales representative has to take over a job due to parental leave or a job change, the lack of accumulated customer information reduces the efficiency of the handover process. In order to prevent problems caused by this type of demotivation, it is important for companies to manage customer information.
Related article>> in-depth explanation of causes of sales gerrymandering and 7 solutions
Organizing necessary items as customer information
Corporate information
The basis of customer information is company information.
-company name
-address
-telephone number
-email address
-industry
-number of employees
-years established
-website url
-sns account
-department name of contact person
-position name of contact person
In addition to basic information such as company name russian number whatsapp and address, the company information section should also include information that is important for business negotiations, such as business description and sales size.
Personal information
Btob]
・name of contact person
・phone number
・e-mail address
・name of department
・title
【btoc】
・age
・family structure
・hobbies
・client rank
・date of birth
In btob, information such as the department and position of the person in charge is important. In particular, if it is known who has the settlement authority, it is easier to make the necessary preparations, and business negotiations can proceed more smoothly.
In btoc, if you can manage items such as preferences, hobbies, and customer rank in addition to basic customer information, you will be able to respond with appropriate content and timing to increase sales.