For us, CRM is not just another tool for archiving data, it represents a business intelligence unit in itself, which provides us with the business data and sales analytics necessary to make sound decisions, backed by detailed and in-depth conclusions that we obtain from that data. That is why there are some data that are essential in your CRM.

All this information is necessary for the proper functioning of a company, which is why there are 10 essential pieces of information that you should know about your CRM . Do you b to c database want to know what they are? We’ll tell you.

What information is essential in a CRM?

If you are thinking about implementing a CRM in your business , you should know that having a CRM has many advantages at a tactical and strategic level, but also at a customer satisfaction level. The results of its application are evident and demonstrable, both from the point of view of unified commercial New ways to build customer loyalty  management and an increase in sales, as well as from the side of customer knowledge and the effectiveness of marketing actions.

When it comes to the data that a CRM should have, quality is more important than quantity. It doesn’t matter if you have little data or information, as long as what you have is real and useful.

There is actually no standard that dictates which fields a CRM must contain. Furthermore, CRM is not static – quite the opposite. Over time, some of the fields it contains will need to be updated to include new information that is relevant to the business and other business data.

However, there are 10 essential pieces of information that you should know about your CRM , and we will tell you about them below.

1. General customer data . Sex, age, location, contact.
2. Data of people who may influence the purchasing decision . Managers, purchasing managers, delegates, etc. Any person in the company with whom we will have frequent contact.
3. Investment made by the client. In order to carry out future promotions or discounts, it is interesting to know the contribution of each client.
4. Products or services contracted over time. This will help us discover possible needs that may arise, anticipate them and have a proactive attitude towards the client.
5. Actions carried out with the client. This depends on the type of b2c fax company we are in and the type of client, it can range from the number of weekly publications on social networks to the number of units sold.
6. Current customers’ needs, preferences or tastes . Very useful for offering products or services suited to their profiles and needs.
7. Data on potential customers . Those who have requested a quote, filled out a form or registered have been interested in the company’s services and are therefore considered potential customers.
8. Dates of last purchases, last contacts, visits, calls, closings … All contact that has been had with a client must be reflected in the system.
9. If the client is a company, include information about the number of employees, social profile addresses, website URL, etc.
10. Customer  opinions and comments derived from satisfaction surveys.