{"id":15266,"date":"2022-03-11T08:27:14","date_gmt":"2022-03-11T07:27:14","guid":{"rendered":"https:\/\/www-stg.stelorder.com\/blog\/client-information-sheet\/"},"modified":"2023-10-24T16:35:42","modified_gmt":"2023-10-24T14:35:42","slug":"client-information-sheet","status":"publish","type":"post","link":"https:\/\/www-stg.stelorder.com\/en\/blog\/client-information-sheet\/","title":{"rendered":"How to create a client information sheet"},"content":{"rendered":"<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">If over time you have been forced to <strong>put order in the documentation you have from your clients<\/strong>, the best way to do it is to create a <strong>card control system<\/strong>. In this post we talked exclusively about <strong>client information sheet<\/strong>, but we have also talked about supplier file cards and to have control of many other areas of your company.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\"><p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<\/div><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www-stg.stelorder.com\/en\/blog\/client-information-sheet\/#1-what-is-the-purpose-of-the-client-information-sheet\" >1.-What is the purpose of the client information sheet?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www-stg.stelorder.com\/en\/blog\/client-information-sheet\/#2-what-data-should-we-include-in-a-customer-information-sheet\" >2.-What data should we include in a customer information sheet?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www-stg.stelorder.com\/en\/blog\/client-information-sheet\/#3-customers-sheet-model\" >3.-Customer&#8217;s sheet model<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"1-what-is-the-purpose-of-the-client-information-sheet\"><\/span><span style=\"text-align: justify;\"><strong><span style=\"color: #000000;\">1.-What is the purpose of the client information sheet?<\/span><\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Every company is <strong>to its customers<\/strong>, so that being in possession of the <strong>information<\/strong>about it by companies is a must if you want to take advantage of one of the largest and most important <strong>competitive advantages<\/strong> a company can have is its own <strong>customer base<\/strong>. <\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">A company that deals with its customers knowing at a glance any data of interest will have a smooth relationship, in addition to knowing the best way to <strong>build loyalty<\/strong> to <strong>increase sales<\/strong> based on previous experiences and <strong>eliminate<\/strong> possible <strong>errors<\/strong>for <strong>future services<\/strong>. In this way, the customer will be rewarded with a good treatment and the company will obtain a l<strong>oyal customer for a long time<\/strong>.&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">But a <strong>good client information sheet <\/strong>is not based on wanting to collect all the information and put it down on paper or on a <a href=\"\/erp\/gestion\/\">management software<\/a>, but it has to have the data <strong>correctly structured<\/strong>and <strong>accessible<\/strong> so that anyone dealing with customers can obtain this data in an agile way.&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">In short,<strong>an ideal client information sheet should be relevant, simple, up-to-date and accessible<\/strong> to anyone who needs access to it, so it is certainly advisable to have it hosted in a <a href=\"\/erp\/cloud\/\">cloud management software<\/a>. As we have already mentioned, a good client information sheet will provide us with valuable information from the past to take advantage of in the future, we explain it to you now.<\/span><\/p>\n<h3 style=\"text-align: justify;\"><span style=\"text-align: justify;\"><strong><span style=\"color: #000000;\">1.1.-Customer loyalty based on previous experience<\/span><\/strong><\/span><\/h3>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\"><strong>Customer loyalty<\/strong> is as important, <strong>if not more important, than making new sales<\/strong>. Based on the customer&#8217;s purchase history we will be able to <strong>analyze if it is profitable to offer a promotional discount to keep you with us,<\/strong> <strong>to know tastes or preferences<\/strong>regarding our products and services to be able to offer them in the future or if a problem has arisen to talk to him and know that we are trying to fix it as soon as possible and make him feel cared for.&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">As you can see, <strong>the options are endless<\/strong>and in this way, thanks to relevant and simple information we will be able to offer a personalized treatment depending on the essential characteristics of the customers, which will undoubtedly <strong>will improve the company&#8217;s brand<\/strong>image by making the company&#8217;s <strong>our customers are more willing to speak well of it,<\/strong> so new sales will come without us having to look for them.&nbsp;<\/span><\/p>\n<h3 style=\"text-align: justify;\"><span style=\"text-align: justify;\"><strong><span style=\"color: #000000;\">1.2.-Advance to the customer<\/span><\/strong><\/span><\/h3>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">In the previous section we mentioned that it is useful to know the <strong style=\"font-weight: 400;\">tastes and preferences of the customer,<\/strong> so this also applies to this option, whenever we include new services we can <b>offer them<\/b> &nbsp; customers who <strong style=\"font-weight: 400;\">have already shown some interest<\/strong>in the same or related services.&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">In addition, thanks to an orderly and relevant information you will be able to see if your customer buys by cycles and when<strong>he should place an order,<\/strong> to anticipate himself or to contact him if you have not received the call you should have received and check that everything is OK.&nbsp;<\/span><\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"2-what-data-should-we-include-in-a-customer-information-sheet\"><\/span><span style=\"text-align: justify;\"><strong><span style=\"color: #000000;\">2.-What data should we include in a customer information sheet?<\/span><\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">We have remarked that a customer file must have <strong>relevant, updated, accessible and simple information in daily use<\/strong>, the source of information to be able to complete the client&#8217;s sheet will be provided by the data provided by the client himself but <strong>Much more important will be the information that we obtain after interacting with our customer,<\/strong> this information will be collected by the sales team, administrative or directly by the technicians, but it is very important that it is always collected.&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Here we leave you with the data that every customer file should have:<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Basic data: These are the data that we will collect in the first contacts with the customer and they will be provided by the customer himself because they are part of his basic information<\/strong><strong>trade name or company name<\/strong>, <strong>NIF o CIF<\/strong>, <strong>address,<\/strong> <strong>e-mail or<\/strong> <strong>contact telephone<\/strong> numbers and finally the <strong>bank details or the preferred method of payment, of course we will also have to record the<\/strong> <strong>date<\/strong> you first contacted us and we created this file.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Contextual information<\/strong>: From now on, any <strong>interaction with the client<\/strong>should be noted in this part, they will have to be <strong>clear and concise<\/strong> notes so that any commercial or administrative person who has never spoken to this person before will be able to <strong>know his history<\/strong> at a glance. If your customer has commented that he usually performs these <strong>orders on a quarterly basis<\/strong>or if you have had a <strong>problem that you<\/strong> <strong>would like to solve<\/strong>, it is a very valuable information that is providing you and that you can use to your advantage in the near future, dating these interactions with the customer are also of utmost importance.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Commercial data<\/strong>: Unlike contextual information, this is data about the <strong>business relationship between<\/strong> you and the customer in the past. This information is also very useful since we will be able to extract important <strong>patterns<\/strong> such as the <strong>cycle in purchases<\/strong>and the <strong>difference in sales<\/strong> between orders. Typical data to be analyzed are <strong>purchases by quarters<\/strong> and the <strong>total amount<\/strong>of purchases.<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">With these basic data you will have a complete customer file.&nbsp;<\/span><\/p>\n<h2 style=\"text-align: justify;\"><span class=\"ez-toc-section\" id=\"3-customers-sheet-model\"><\/span><span style=\"text-align: justify;\"><strong><span style=\"color: #000000;\">3.-Customer&#8217;s sheet model<\/span><\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">If you would like to have a customer card template to create your own, we provide you with our customer cards within our software. If you are interested in creating a control system for your customers using this technique, we are sure that you will also be interested in trying our business <a href=\"\/erp\/gestion\/\">management program<\/a>, where you can manage your company in a much more complete way. Click on the images to see them in higher resolution:<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-36632 size-large\" src=\"\/wp-content\/uploads\/ficha-cliente-1-1024x373.png\" alt=\"example of a customer file with data\" width=\"1024\" height=\"373\"><img decoding=\"async\" class=\"aligncenter wp-image-36633 size-large\" src=\"\/wp-content\/uploads\/ficha-cliente-2-1024x354.png\" alt=\"sample customer file with commercial data\" width=\"1024\" height=\"354\"><img decoding=\"async\" class=\"wp-image-36634 size-large aligncenter\" src=\"\/wp-content\/uploads\/ficha-cliente-3-1024x300.png\" alt=\"sample customer file with commercial data\" width=\"1024\" height=\"300\"><img decoding=\"async\" class=\"aligncenter wp-image-36635 size-large\" src=\"\/wp-content\/uploads\/ficha-cliente-4-1024x492.png\" alt=\"customer information sheet template with bank details\" width=\"1024\" height=\"492\"><img decoding=\"async\" class=\"aligncenter wp-image-36636 size-large\" src=\"\/wp-content\/uploads\/ficha-cliente-5-1024x296.png\" alt=\"customer information sheet with e-invoice\" width=\"1024\" height=\"296\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Every company owes its customers, so being in possession of as much customer information as possible by companies is a mandatory task if it wants to take advantage of one of the greatest competitive advantages a company can have is its own customer base.<\/p>\n","protected":false},"author":20,"featured_media":4630,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[33,32],"tags":[283,285,284],"class_list":["post-15266","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-en","category-smes","tag-customers","tag-data-sheet","tag-tutorial-en","no-featured-image-padding"],"acf":[],"_links":{"self":[{"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/posts\/15266","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/comments?post=15266"}],"version-history":[{"count":0,"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/posts\/15266\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/media\/4630"}],"wp:attachment":[{"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/media?parent=15266"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/categories?post=15266"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www-stg.stelorder.com\/en\/wp-json\/wp\/v2\/tags?post=15266"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}