SoftGuide > Functions / Modules Designation > Customer history

Customer history

What is meant by Customer history?

The "customer history" refers to a chronological record of all interactions and transactions a customer has had with a company over time. This information typically includes contact details, purchase history, support requests, complaints, returns, feedback, and any other relevant activities the customer has engaged in with the company. Customer history is a valuable tool for businesses to better understand their customers' behavior and needs and provide personalized services or offers.

Typical functions of software in the "customer history" area include:

  1. Centralized database: The software provides a centralized database where all customer interactions and transactions are stored and organized.

  2. Chronological recording: The software records all activities of a customer in chronological order to ensure a complete history of their interactions with the company.

  3. Data linkage: The software links data from various sources such as sales, marketing, customer service, and support to create a comprehensive customer history.

  4. Customer profiles: The software creates individual customer profiles that summarize key information and activities of a customer.

  5. Search and filter functions: Users can search for specific customers or filter customers based on various criteria to quickly find relevant information.

  6. Analysis and reporting: The software provides tools for analyzing customer history and generating reports on customer behavior to gain insights into trends, preferences, and needs.

  7. Automation of actions: Based on customer history, the software can trigger automated actions such as sending personalized marketing emails or assigning support tickets to specific agents.

  8. Privacy and security: The software ensures the security and privacy of customer information in accordance with applicable privacy laws and policies.

 

The function / module Customer history belongs to:

Order management

CRM

Software solutions with function or module Customer history:

ORDER ASSISTANT (MR.KNOW)
Efficient and transparent order processing
v.Soft
v.Soft
 
 
 
 
 
 
ERP software for retailers and service providers
solution2
solution2
 
 
 
 
 
 
Database-supported application software for merchandise management and production
CSB-System | ERP industry solution for meat
Specialised complete IT solution for the meat industry and meat trade
DOCUframe
 
 
 
 
 
 
Document management, CRM, archiving, communication, workflow
Project planning, project steering, project controlling, time management - 100% web based
CAS netWorks
CAS netWorks
 
 
 
 
 
 
Strong CRM for clubs & associations
SOG ERP, WMS und E-Shop
SOG ERP, WMS und E-Shop
e.bootis-ERPII Suite
e.bootis-ERPII Suite
 
 
 
 
 
 
Future-oriented ERP software for trade, industry & services
LISSY
 
 
 
 
 
 
Process and document orders and projects in sales and laboratory
Show all 87 programs with Customer history