Dear Hivers

Centralized
A single database that offers a 360 ° view of each customer is ideal. A single file used and completed by all the company's departments, from accounting to after-sales service, including of course sales and marketing. The original world is very different from the dream.

Structured
We need to know what is priority for our company and what not.Basic contact details (name, email, phone, address, language, age) are essential. But to this are added commercial data (last visit, last purchase, frequency of purchase, type of purchase), financial data (good payer, tough negotiator, company in difficulty, etc.), social data (web presence, interactions, participation in events, contacts) etc.
Segmented
Based on location, product line, customer age, or any other segmentation relevant to your business.
Accessible
Mobility is a new reality. Customer information must be available at all times.
Easy to use
Whatever software or tool you use, make sure that everyone can use it. A structure and clear instructions must be made available to users.
Collaborative
Nowadays, the trend is towards knowledge sharing. The customer file is no exception. It must be able to be updated by any person likely to enrich it (salespeople, customer service, accountant, management, etc.).
Secure
If your customer file is a gold mine for your business development, don't forget that it is also for your competitors. Trusting your employees is undoubtedly the basis of success. But still make sure to secure access to your customer file and to have all its users sign a confidentiality clause.
Legal
Check the legislation in your country to make sure that you are strictly complying with the legal requirements.
Scalable
A good record keeping is very important it should be maintained and clean from time to time so that we can grow faster.
Used
This is essential! There's no point in spending time tweaking that file, if you then relegate it to the back of a closet. This file must be used regularly by all your employees.

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