The customer file is a precious document for your business since it allows you to list all of your customers, or even your prospects.

Useful for your communication and/or commercial actions, it is essential to keep it up to date and provide maximum information.

Follow our advice to create your customer file and download our model for free to create yours quickly.

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Why set up a customer file?

In addition to listing your customers, the customer file has many advantages and will be of great use to you for:

  • Save time: by grouping your customers in the same place you will save time when you are looking for precise information. It will also be very simple to update the coordinates for example.
  • Analyze your customers: by listing precise information on your customers you will be able to analyze their consumption habits and draw conclusions about your commercial strategy.
  • Set up communication actions: thanks to your customer file, you can easily export your basis and the information desired for direct mail and personalize emailings.
  • Set up commercial actions: by knowing the needs, the budget or even the purchasing frequencies of your customers, you will be able to develop suitable and relevant offers.

Note that to manage your customers and prospects there are also Free CRM software.

What does a customer file contain?

The data to be provided in your customer file depend on your sector of activity, but in any case you must be as precise as possible.

In general, you will have to indicate for each of your customers (and possibly prospects) the following information:

  • Type (customer or prospect)
  • First and last name
  • Sex (man / woman)
  • Address
  • Date of birth
  • Date of contact
  • Phone
  • E-mail

You can then add the purchasing history, the dates of commercial meetings and/or telephone interviews, the actions planned, the budget, the desired project, the origin of the contact etc.

The more information you provide, the better you know your target.

How to collect information?

You can enter new customers when they make a purchase. They can also provide you with their contact details when developing a quote or an order form, directly at a fair, during commercial appointments or when they contact you directly.

For prospects, you can collect their information by setting up contests, online forms or even by inviting it to create a loyalty card.

Excel customer file model to download

To help you set up your customer file you can download our Excel model for free.

This Excel customer file to download is designed for all companies that need an example of a customer database. It is perfect for small businesses that do not want to invest in complex CRM software to hand.

In order to facilitate its use, many fields are already informed, you just have to complete with your information. The cells have also been formatted and drop -down lists have been created to allow you a faster seizure.

Thanks to our customer file model, you can easily adapt it to your sector of activity by deleting or adding columns according to the additional information you want to collect.

Access your online customer file

We advise you to put your customer file online. Rather than using the Excel file directly on your computer, prefer it in online version with Google Sheets or an alternative to Excel online.

This will allow you to create a customer file and access it from any device that has an internet connection. In addition, you no longer risk losing your customer information.