In a competitive business environment, strict business management helps businesses, stores or businesses create an advantage over competitors in the same industry. In particular, building an effective customer management system plays a very important role. To have a clearer view on building a customer management system for businesses, let's find out the information below with 1C Vietnam.

1. What is a customer management system?

A customer management system is a set of activities, processes and applications necessary to manage customer relationships. This system allows businesses to store information, access and interact with customers effectively. From there, businesses can capture customer information and provide appropriate care and support plans to improve quality and business performance.

The customer management system allows storing, accessing and interacting with customers

2. Features of the customer management system

A customer management system often includes features such as:

• Storing customer information: Record, store and manage personal information, shopping history, transactions, interactions and feedback from customers.
• Customer Interaction: Enables emails, texts, phone calls, and direct interactions with customers to maintain contact and provide support.
• Analytics and reporting: Provides tools to analyze customer data and generate reports on performance and trends.
• Marketing and sales management: Supports marketing campaign tracking, managing business opportunity sources, and tracking sales processes.
• After-sales service management: Monitor and resolve requests for support, repair, warranty and feedback from customers after purchasing a product or service.
• Relationship management: Identify and manage relationships with key customers, partners and suppliers.
• Optimize customer experience: Help businesses better understand customer needs and desires to improve their experience.
• Integrate with other systems: Link with other systems in the business such as accounting, warehouse management or customer service systems to share information and optimize work processes.

Customer management system supports optimal customer experience

3. Steps to build an effective customer management system today

3.1 Collect information about customers

The step of collecting customer information includes personal information such as age, gender, address, financial information and purchase history. This information is an important input that helps businesses perform the back-end analysis and data management steps more easily and accurately.

The first step is to collect customer information

3.2 Set up customer database

With the strong development of technology, all customer data will be stored directly on the store and business management system. This database will be managed systematically and centrally on a single platform.

At some businesses, customers often receive a personal customer code, which allows employees to use this code to view and track that customer's transaction history.

Customer databases are effectively managed on one platform

3.3 Analyze and select target customers

To identify target customers with a huge amount of information, businesses need to analyze the following factors:

• Build a customer rating system.
• Classify customer information and business information.
• Occupation and monthly income level of customers.
• Allocating geographical locations of customers.

Customer information can flexibly change from time to time depending on the actual situation of customers in the business's operating area. Synthesizing and organizing customer information data will help find the largest group of customers and potentially bring the most benefits to the business.

Choose the right target customer group to best serve

3.4 Data management and processing

Customer management systems require businesses to pay attention to customer data, because these are valuable and necessary sources of information for the future.

Customer information data warehouse needs to be strictly managed and monitored according to business regulations. In addition to analyzing the target audience, this also helps businesses adjust their business activities to suit the preferences and needs of current customers.

Customer data warehouse needs to be managed according to business regulations

3.5 Effective use of customer database

To effectively use customer data, businesses need to divide customer groups carefully and in detail. By classifying customers according to needs, habits, preferences, and income levels, businesses can optimize management and apply appropriate care policies to meet customers' needs and create satisfaction. client.

Effectively use customer database to serve business activities

A customer management system is an important tool that helps businesses interact and build sustainable relationships with customers. Therefore, businesses need to build this system closely and accurately. If you need advice on how to deploy customer management support software, please contact 1C Vietnam immediately.