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16 Types of Customer Data

 , updated on November 08, 2016
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 Record

The primary customer record includes basics such as the name of the customer and a customer id.

Accounts

Various customer accounts under the same customer such as departments that make separate purchases.

Contacts

Corporate customers may have numerous contacts including various levels and functions within the customer organization such as purchasing managers or engineering staff.

Quotes

Any quotes that have be presented to the customer.

Opportunities

Sales opportunities you are pursuing with the customer.

Orders

A customer's order history.

Services

A list of current services the customer is using. This may include details such as configurations.

Preferences

Customer preferences such as a hotel that tracks the room type customers prefer and any special requests they have made such as firm pillows.

Incidents

Incidents and related problems that have impacted the customer.

Customer Service Tickets

Interactions between the customer and your representatives.

Feedback

Customer surveys and satisfaction ratings.

Payment Methods

Payment methods attached to the customer's account such as credit cards.

Locations

Customer locations such as office buildings where you have installed equipment or visited.

Loyal Programs

Details of loyalty cards or rewards programs.

Offers

Marketing offers that you have put in front of the customer.

Marketing Sources

How the customer was acquired and offers they have taken.
Overview: Customer Data
Type
Customer Data Management
Customer Experience
Marketing
Sales
Definition
Any and all information that can be associated with a customer account.
Related Concepts

Customer Data

This is the complete list of articles we have written about customer data.
Customer Attributes
Customer Data
Data
Engagement Data
Marketing
Sales
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