Let us discuss how to create a customer database step-by-step;
Step#1: Firstly, buy software that can create a database. Select that software that is compatible with the word processing. It will surely make it easy to import and export data from other sources.
Step#2: Next, decide the type of information that you want in the customer database. This mostly includes the company’s name, address, contact number, email- address, contact person name, and telephone and fax numbers. Moreover, it may also contain information about contracts, pricing, and notes on pending tasks associated with each customer.
Step#3: Think about the possible uses for the database. It will help you how to name each of the fields that will house data.
Step#4: Arrange the data fields. Make simple templates that follow a logical order. This will enable you to move from one field to the next just with a minimum interruption.
Step#5: Indicate the fields that will be included in report formats or which can serve as the basis for sorting or searching the database entries.
Step#6: Next, create report formats. Some users also create customize reports that have fields related to the user’s job position.
Step#7: Then, make login credentials. Login credential just allows the appointed employees to access the information. Further, assign them different levels of rights enable each employee to view, enter, and change data relevant to his/her field.
Step#8: In the end, before releasing the customer database review and test it.