{"id":48794,"date":"2021-07-16T11:14:17","date_gmt":"2021-07-16T09:14:17","guid":{"rendered":"https:\/\/moovago.com\/non-categorise\/what-is-a-customer-file-definition-of-customer-file\/"},"modified":"2025-11-26T10:11:59","modified_gmt":"2025-11-26T09:11:59","slug":"what-is-a-customer-file-definition-of-customer-file","status":"publish","type":"post","link":"https:\/\/moovago.com\/en\/crm-2\/what-is-a-customer-file-definition-of-customer-file\/","title":{"rendered":"What is a customer file? Definition of customer file"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"48794\" class=\"elementor elementor-48794 elementor-6688\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8017802 e-flex e-con-boxed e-con e-parent\" data-id=\"8017802\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8900c73 elementor-widget elementor-widget-heading\" data-id=\"8900c73\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is a customer file?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d751133 elementor-widget elementor-widget-text-editor\" data-id=\"d751133\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A customer file is a list containing a company&#8217;s current customers, as well as those who have already purchased a good or service from the company. Depending on the company&#8217;s wishes, a customer file can also be used as a prospecting file, containing a list of the company&#8217;s potential customers such as <a href=\"https:\/\/moovago.com\/en\/prospecting-2\/what-is-a-lead-lead-definition\/\">leads<\/a>, suspects and <a href=\"https:\/\/moovago.com\/en\/prospecting-2\/what-is-a-prospect-prospect-definition\/\">prospects<\/a>. <\/p><p>The company maintains this commercial file in order to maintain commercial relations with its customers and keep a record of their interactions.<\/p><p>It is also known as a customer portfolio or <a href=\"https:\/\/moovago.com\/blog\/crm\/quest-ce-quune-base-de-donnees-clients\/\">customer database<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b53a6f elementor-widget elementor-widget-heading\" data-id=\"3b53a6f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is the purpose and importance of a customer file?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-90ac3a1 elementor-widget elementor-widget-text-editor\" data-id=\"90ac3a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Winning a new customer can cost a lot of time and money, whereas keeping an existing one is much simpler. The main purpose of the customer file is to maintain the business relationship between the company and the customer, so as to keep existing customers for as long as possible. <\/p><p>With information about the customer, such as age, title, profession and history of interactions with the company, the company will be able to communicate more precisely with the customer and anticipate their requests so that they are as satisfied as possible.<\/p><p>In addition, a customer file enables a company to consolidate customer information and gain a more comprehensive overview of the company&#8217;s situation. It also enables the company to better organize and delegate tasks, because thanks to the interaction history, all the company&#8217;s employees have access to the same information and can help the customer in the same way. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7dc9b8f elementor-widget elementor-widget-image\" data-id=\"7dc9b8f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-6-768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41870\" alt=\"dematerialized customer file\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-6-768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-6-300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-6.png 960w\" sizes=\"(max-width: 768px) 100vw, 768px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8660b8b elementor-widget elementor-widget-text-editor\" data-id=\"8660b8b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A customer file also enables you to segment your customers, creating different categories to understand what certain customer groups like and don&#8217;t like. By grouping all the information in one place, it&#8217;s easier to compile customer statistics and identify sales bottlenecks. <\/p><p>A customer file can also include a <a href=\"https:\/\/moovago.com\/en\/prospecting-2\/what-is-prospecting-prospecting-definition\/\">prospecting<\/a> section. In this part, the company will keep information on potential customers and seek to win new ones. Thanks to the customer file, which contains prospect information, the sales approach will be greatly facilitated, as the sales representative will know what the potential customer expects from the company.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-142f592 elementor-widget elementor-widget-heading\" data-id=\"142f592\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How do you segment your customer database?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1d63a9f elementor-widget elementor-widget-text-editor\" data-id=\"1d63a9f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A customer file needs to be segmented, i.e. divided according to customer characteristics. This segmentation will largely depend on the market in which the company operates, but there are 7 essential criteria to identify, whatever the company&#8217;s sector of activity. <\/p><ul><li>First name<\/li><li>Name<\/li><li>Email address<\/li><li>Phone number<\/li><li>Current status (Is he or she a customer, prospect or lead?)<\/li><li>Customer&#8217;s sector of activity<\/li><li>Interaction history<\/li><\/ul><div> <\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cbfa9c0 elementor-widget elementor-widget-image\" data-id=\"cbfa9c0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-1-768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41874\" alt=\"organize customer database\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-1-768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-1-300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-1.png 960w\" sizes=\"(max-width: 768px) 100vw, 768px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad27868 elementor-widget elementor-widget-heading\" data-id=\"ad27868\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How do I manage my customer files?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3fcdf7b elementor-widget elementor-widget-text-editor\" data-id=\"3fcdf7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>This is just the beginning of good segmentation, and you can add as much information as you like. However, we advise you to stop as soon as the information you gather has no bearing on your further interactions with your customer. <\/p><p>Here&#8217;s a non-exhaustive list to complete your customer file.<\/p><ul><li>Civility<\/li><li>Age<\/li><li>Location<\/li><li>Contact preferences (e-mail, telephone&#8230;)<\/li><li>Number of purchases<\/li><li>Purchase type and preferences (e.g. services or products)<\/li><li>Replies to e-mails<\/li><li>Past reminders and recalls<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8350817 e-con-full e-flex e-con e-child\" data-id=\"8350817\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dc9d6da elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"dc9d6da\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"600\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-vierge-pdf.jpg\" class=\"attachment-full size-full wp-image-44692\" alt=\"blank prospect form pdf\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-vierge-pdf.jpg 600w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-vierge-pdf-240x300.jpg 240w\" sizes=\"(max-width: 600px) 100vw, 600px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4180343 e-flex e-con-boxed e-con e-child\" data-id=\"4180343\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7a64d9c elementor-widget elementor-widget-heading\" data-id=\"7a64d9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Download a free PDF blank customer file template<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-835d957 elementor-widget elementor-widget-text-editor\" data-id=\"835d957\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Receive our FREE ready-to-fill customer form template.<\/p><p>Keep track of your contacts&#8217; information, detail and analyze their needs, and track your exchanges more effectively!<\/p><p>PS: it can also be used as a prospect sheet!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-057269f elementor-align-center elementor-widget elementor-widget-button\" data-id=\"057269f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6NDY4ODUsInRvZ2dsZSI6ZmFsc2V9\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Download PDF template<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b488acb elementor-widget elementor-widget-text-editor\" data-id=\"b488acb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>All this information is intended to support the company&#8217;s overall marketing strategy. Thanks to a well-structured and correctly filled-in file, the company will be able to make the best decisions according to its current objectives (developing sales),   <\/p><p>  customer and enjoy interactions with the company for as long as possible. It also allows us to see whether our efforts are paying off, by seeing whether the number of customers increases, for example. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ae5f8c5 elementor-widget elementor-widget-image\" data-id=\"ae5f8c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-2-768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41878\" alt=\"paper or digital customer file\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-2-768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-2-300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-2.png 960w\" sizes=\"(max-width: 768px) 100vw, 768px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-40e47e2 elementor-widget elementor-widget-text-editor\" data-id=\"40e47e2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Managing a customer file can be complicated. Customer information is stored in many different places, and it&#8217;s always difficult to keep it all together. <\/p><p>First and foremost, we advise you to group all customer information in one place, as this makes it easier to manage information and share it between members of the same team. The more information there is, the more complicated it is to manage the customer file. <\/p><p>A customer file is really effective when all the company&#8217;s employees enter the information in it. You&#8217;ll need to be methodical and never let a piece of information linger in the corner of your mind. <\/p><p>We do not recommend the paper-based method of gathering this information, as it could be lost forever.<\/p><p>The digital method offers many advantages, notably the sharing of information and the ease of transportation on your phone. In the next section, we&#8217;ll look at the software that can help you manage your customer file.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c88e44 elementor-widget elementor-widget-heading\" data-id=\"6c88e44\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What software and applications should you use to create a customer file?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5d44a66 elementor-widget elementor-widget-heading\" data-id=\"5d44a66\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Create an Excel customer file<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-23e3d9e elementor-widget elementor-widget-text-editor\" data-id=\"23e3d9e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>When the customer file is small (less than 100 people) and you work alone, you can use Microsoft Excel.<\/p><p>It&#8217;s very practical because it allows you to quickly take stock of the situation, and can be easily modified. It also provides a solid basis for understanding and seeing what you need before moving on to more specialized software. <\/p><p><b>The advantages of Excel files for managing prospects and customers :<\/b><\/p><ul><li>Free of charge,  <\/li><li>Simple to set up and use,  <\/li><li>Customizable at will,<\/li><li>Lots of free templates on the Internet,<\/li><li>Graphs can be created from the data.<\/li><\/ul><p> <\/p><p><b>The disadvantages of using Excel to manage your customer file :<\/b><\/p><ul><li>Impossible for several people to work on the same file (not suitable for teams),<\/li><li>Must be updated daily to remain useful,<\/li><li>Sometimes it&#8217;s hard to bring certain information to light,<\/li><li>Possible errors (typing errors, mishandling, etc.),<\/li><li>No backup of your file.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2be15fa elementor-widget elementor-widget-image\" data-id=\"2be15fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41882\" alt=\"Excel customer file\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-.png 960w\" sizes=\"(max-width: 768px) 100vw, 768px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fe48dfb elementor-widget elementor-widget-heading\" data-id=\"fe48dfb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Using CRM software<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0fcf4eb elementor-widget elementor-widget-text-editor\" data-id=\"0fcf4eb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>There&#8217;s a type of software that specializes in customer relations and customer (and\/or prospect) information gathering. This is Customer Relationship Management or <a href=\"https:\/\/moovago.com\/en\/crm-2\/what-is-crm-software-definition-and-examples\/\">CRM<\/a> software. It can also be referred to as    <\/p><p>According to Algoworks, 91% of companies with more than 11 employees use CRM software. CRM software enables a company to optimize interactions and relationships with customers, prospects, suspects, users, partners, employees and suppliers. Tracking and building these relationships enables the company to better understand its partners&#8217; expectations. This will help the company win new customers, build loyalty and improve its organization.   <\/p><p>  CRM software needs to be adapted to the type of organization, size and market of the company using it. The CRM software market is very large, and there are many different solutions (at least 600 different software packages), so finding the right CRM software can be complicated. We&#8217;ve put together a list of 5 software solutions, each with its own strengths and weaknesses.  <\/p><ul><li>Moovago: suitable for <a href=\"https:\/\/moovago.com\/en\/commercial\/what-is-a-sales-representative-definition-moovago\/\">sales agents<\/a>, independent sales representatives, field sales representatives, sales agencies and SMEs.<\/li><li>Hubspot: suitable for medium-sized and large companies, communications agencies and marketing departments.<\/li><li><span style=\"background-color: transparent; color: var( --e-global-color-text ); text-align: var(--text-align);\">Pipedrive: adapted for sedentary salespeople.<\/span><\/li><li>SalesForce: suitable for very large companies.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>What is a customer file? A customer file is a list containing a company&#8217;s current customers, as well as those who have already purchased a good or service from the company. Depending on the company&#8217;s wishes, a customer file can also be used as a prospecting file, containing a list of the company&#8217;s potential customers [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":41866,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[632],"tags":[],"class_list":["post-48794","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-2"],"_links":{"self":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48794","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/comments?post=48794"}],"version-history":[{"count":1,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48794\/revisions"}],"predecessor-version":[{"id":48796,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48794\/revisions\/48796"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media\/41866"}],"wp:attachment":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media?parent=48794"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/categories?post=48794"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/tags?post=48794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}