Customer card an important instrument

By Raúl Gorrín.-   The customer is the center of your organization. You should be aware of all incidents of this, handle the maximum information in order to be able to provide the answers and solutions to the problems that they are waiting for. To do this, the customer card is a vital tool. The client's file should include all the information related to that person and their relationship with the company.

     Of course, in the first place, the client’s personal information should be first, so it can be located as soon as possible such as: name, address, telephones, emails, company, as well as any other information that makes easy in a short time. Then we have the complementary information, which should provide all the possible information that is effective to have a client's behavior. They say a lot about who they are, what they like, what they do, what they aspire and what their needs are, an example of this are hobbies.

     It is information that makes easy the personalized and direct treatment with the client, which allows covering their expectations and their needs. In addition, the information should be included on your closest collaborators, such as your secretary, stockbrokers, external advisers and so on. On the other hand, the client’s academic information is very important, it tells us about their interests, what they know, their skills, knowledge and potentialities. Also, it should be taken into account the degrees obtained of masters, doctorates, specialization courses and many more.

 Plus, the family information can’t be overlooked, because it is important to know if the client is single, married, divorced or widowed. Know if they have a child, how many, sex, ages and so far. Likewise, the information about our Internet habits should be considered. Know your visits history and requests for information through social networks, emails, and chats. Part of this information is available on the Internet thanks to the advances that digital have been experienced in recent years.

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