All of the customer's contacts with your organization would be tracked, so you could get a complete picture of how best to address their needs and encourage future business. Any time the customer contacted your business, whoever received the customer contact could bring up the spreadsheet and immediately access the full customer history. You'd be able to track all of the relevant information for each customer in one central place. Imagine a spreadsheet that collected all of this information for you.

If you have more than seven customers-which hopefully you do or soon will-you will need some sort of tool to assist you in tracking all of the history for each of your customers. Scientific studies have shown that the average human brain can only reliably recall lists of up to seven items. This includes everything about your customers: how they became a customer, past purchases, current orders, any problems that pop up, and prospects for future business. But when people refer to 'CRM', what they usually mean is a software system designed specifically to help you manage those customer relationships. What is Customer Relationship Management (CRM)?Īs you might expect from the words, it involves managing relationships with your customers.

Microsoft access crm template