Customer data is any and all information that can be associated with a customer. Many organizations consider customer data as a special category of information as it is essential to their core business processes and decision making tools. The following are common types of customer data.
Customer RecordThe primary customer record includes basics such as the name of the customer and a customer id.
AccountsVarious customer accounts under the same customer such as departments that make separate purchases.
ContactsCorporate customers may have numerous contacts including various levels and functions within the customer organization such as purchasing managers or engineering staff.
QuotesAny quotes that have be presented to the customer.
OpportunitiesSales opportunities you are pursuing with the customer.
OrdersA customer's order history.
ServicesA list of current services the customer is using. This may include details such as configurations.
PreferencesCustomer preferences such as a hotel that tracks the room type customers prefer and any special requests they have made such as firm pillows.
IncidentsIncidents and related problems that have impacted the customer.
Customer Service TicketsInteractions between the customer and your representatives.
FeedbackCustomer surveys and satisfaction ratings.
Payment MethodsPayment methods attached to the customer's account such as credit cards.
LocationsCustomer locations such as office buildings where you have installed equipment or visited.
Loyal ProgramsDetails of loyalty cards or rewards programs.
OffersMarketing offers that you have put in front of the customer.
Marketing SourcesHow the customer was acquired and offers they have taken.
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