Can you see everything about one customer on one screen?

A regular customer is on the phone. Before you speak to him properly, what do you know?

What he has bought from you, and how often. What rate he had last time. What he still owes and for how long. What went wrong the last time and how it was settled. When anybody here last spoke to him and about what.

Five facts. In most businesses they live in five different places, and three of them are in people rather than records.

What it costs to go in blind

You negotiate worse. Without the history you either repeat the old rate when you should not have, or quote higher and get told so, which is worse.

You miss what is obvious. A customer who has quietly halved his orders over six months is a conversation waiting to happen, and nobody notices because nobody sees the pattern.

And you cannot be served well by anybody except the one person who remembers him. Which is fine until that person is on leave, and then your oldest customer is dealt with by somebody starting from zero.

What belongs on the screen

Less than people think. Orders with dates and rates. Outstanding by age. Last five conversations with one line each. Any complaint and how it ended.

That is enough to walk into any conversation prepared, and it is almost entirely information you already have. It is just not in one place.

The businesses that do this do not win because they have better data. They win because the person picking up the phone is not guessing.

Pick your third largest customer. Without asking anybody, can you say what he owes and when you last spoke?

Putting a customer's whole history on one screen is among the most useful things we build, and most of the information is already in your business. Ask us what yours would show.