Customer management can be done with Excel! Introducing how to create it and free templates.
A detailed column explaining methods, benefits, and precautions of customer management!
As customer needs become more diverse, companies need to properly manage customer information to understand and respond to individual needs. If there is no budget to introduce a new system for customer management, using Excel is recommended. It is free to use and is commonly employed for internal administrative tasks, making it sufficient for basic customer management. This article will provide a detailed explanation of methods, benefits, and points to consider when using Excel for customer management. We also introduce Excel templates to help you get started with customer management, so please give it a try. *For more details on the column, you can view it through the related links. If you have any questions, feel free to contact us.*
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Softbrain has been a domestic vendor providing CRM/SFA (Sales Support and Customer Management System) with its "e-Sales Manager" since 1999. It has a track record of implementation in over 5,500 companies across more than 185 industries. In recent times, as the decline in the working population is lamented, "improving business productivity" and the supporting "execution of DX (Digital Transformation)" have become essential. Softbrain supports true sales DX with digital solutions (CRM/SFA) and professional services (implementation support and utilization support). Effortless yet results-driven! A stress-free CRM/SFA [e-Sales Manager Remix]: https://www.e-sales.jp/ *Based on our achievements and the Japan Standard Industrial Classification.