Customer Database
Customer information in one central place!
Freeman Software's Customer Database can be used on its own to store all your contact information, as a base for further development, say for prospecting, or as part of another system, like Freeman Software's Manufacturing & Stock Control System.Freeman Software’s Customer Database & Customer Relationship solution provides a single repository for all the information you need about the People or Companies you deal with. A single repository is vital to ensure that you always know that what you see is accurate and up to date.
The following shows a sample of the more user-oriented screens from Freeman Software's Customer Relationship Management system.
- Searching - Finding your customers
- Identities - People and Companies
- Addresses - Where they live
- Phone Numbers - How to call them
- Diary Entries - When to call them
- External Identity Numbers - Links to other systems.
Searching
So how do you find your customers? This screen is used to locate a person or organisation. Search by name or by any of your customer codes.
If you know a word or the start of a word in the person's name, this can be entered into the name field and the program will list all people with a matching word in their name. Similarly for companies. The program will 'remember' the last five names you enter.
The section labelled indices shows the user-defined search keys which are available. For example, if we know the customer number we can key it into the correct line and only single customer will be found. This may be quicker than searching for all the 'Smith's in your database.
The lower portion of the screen is where a matching list will be displayed. For example, if you enter 'Smith' then all the Smiths in your database will be listed here.
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Identity
You need to store a variety of information about your customers. This screen shows the core information about the people or organisation. The 'Organisation' view is slightly different from the 'person' screen.
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Addresses
This screen shows all the addresses attached to people or organisations. Note the one address labelled 'Default Address'. This is the one to which postal mail will be delivered by default.
There is no limit to the number of addresses which may be recorded against an identity, but there can only be one default address. The Address Type, shown in bold, is user-defined.
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Phone Numbers
This screen shows all the phone numbers attached to people or organisations.
There is no limit to the number of phone numbers which may be recorded against an identity. The Phone # Type is user-defined.
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Diary Entries
This screen shows diary entries which have been recorded for the people or organisation. Diary entries show what you have done for your customers or those tasks coming up in the future. Use this screen to schedule your work.
There is no limit to the number of diary entries which may be recorded.
Diary notes may, on another screen, be searched and grouped by due day, by user and by status.
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External Identity Numbers
This screen shows that different customer codes or numbers may be assigned to a person or organisation. Frequently these numbers or codes come from other systems you are using.
In the example, Winnie has been given a 'Customer Number' of 'Pooh' and an 'Account Number' of 'P80012'. This means that either of these numbers may be used in the search screen, above, to find Winnie's details.
External Identity Numbers or customer codes are particularly useful if your other systems are based on Customer Numbers or Policy Numbers.
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