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CRM Customer File Maintenance

(Please click on the hexagons for more information)


 

Customer File Maintenance ensures the availability of up-to-date customer data. Customer data refers to customer master data such as general address and contact information and transactional data such as projects performed for customer, internal employees involved and all related financial data.   


Process Activities


  • Maintain customer master data
  • Update customer data based on activity

Process Input

  • Customer data
  • History of past projects and their financial items 
  • Incoming and outgoing emails

Process Output

  • New/updated customer data
  • Reports on general financial data in terms of revenue, profitability, etc.
  • History of email exchange
 

Process Support

 

Process Performance Indicators

  • Ranking of customer in terms of profitability, etc. 

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