demoweightloss.blogg.se - Small business customer database software for mac

#Small business customer database software for mac how to
#Small business customer database software for mac code
#Small business customer database software for mac download

Once you have your list of headings in your customer database set up, you’re ready to start populating it.

Referral Source - Like, the source above, if you have referral partners you might want to keep track of this to find out who your best partners are.

Source - If you use different sales & marketing channels, keeping track of this identifies where the original lead came from.

Industry - What industry or sector your customer is in.

Social Media - Again, like the website address you could gain extra insight into your customers by using this further down the line.

Website - Useful for checking out your customer’s current products and services and how you might help them.

Number of Employees - If you market certain products or services to different sized companies.

#Small business customer database software for mac code

Customer Code - If you have an internal reference for the customer (either through an accounting system or in document management system).Once you have the basics, now’s the time to add in those industry-specific fields or business-related customer fields. Here’s a list of customer fields that might be good to start with:Īnd here’s an example of how that looks in spreadsheet form: Stage, you can make things a bit easier further down the line. Know I’m going to send informal emails to my customers, along the lines of “Hi firstname, “, so with a little thought at the input You can see I’ve not used Contact name but separated this out into Firstname and Lastname. Here’s a visual example of a basic sheet using those fields: So, the basic contact information such as Contact Name, Company Name, Email Address, Telephone number are all fairly standard and a good starting point. What you’re already using and then come back. If you’re not sure, you can skip to the next section Gathering Customer Data to get an idea of

It’s best to spend a little time thinking about what headings you would use now to record the data and how you would query the databaseįields in the future. You could also use something like Google Sheets, if you use that instead, as And, you can create theĭatabase in few minutes with a process you’re familiar with. We’re going to use Microsoft Excel because most people have it, whether it’s the desktop version or the cloud-based one.

#Small business customer database software for mac download

The Excel customer database templates are available to download at the bottom of this post. Just want the Sample Customer Database Excel Sheets?

#Small business customer database software for mac how to

In this blog post we’ll explain how to make a simple customer database in Excel, and in a quick and easy way to get you started. You’re likely to be, which results in less time to keep on top of those seemingly less important jobs - such as keeping your business’sĬustomers in one, easy-to-locate database. Keeping track of your business’s customers isn’t as easy as it sounds, as I’m sure you’ll agree.