Free Download Customer Database Templates

excel template for client database

In modern business strategies, customer database templates are used to record the information of customers to be used later for branding and campaigns.

The customers are the most valuable asset of any business. There are businesses that have a specific list of customers to sell the services or products again and again.

While others are the businesses that usually deal with the same customers very rarely. Therefore, these customers are always looking forward to having new customers.

Mostly service industry faces the repetition of customer orders, so they have to keep the quality and customer services well. However, the service industry may have a one-time customer interaction for services that a person only requires to get once in a life.

Therefore, it is important for a business to handle customer information. So, a customer database is the collection of the information of a business client that is collected from each person.

What information is included in the customer database is obviously depends on the input of the customer while getting an inquiry or last purchase.

So, our customer database template is for general use to fit in any business after very little amendment. It is developed using an excel spreadsheet. Therefore, can be formulated and integrated with other software for automatic data filling.

What is a customer database?

A customer database is a group of information that is gathered from each customer. This information includes the customer’s name, contact number, address, and email- address. It may also include customer’s historical records and future needs. The seller used the customer database with the customer relationship management system.

Elements of Customer Database Template

The information that must be present on the customer database template is captured from the order placement receipt or quotation.

As the customer database takes data from the customer’s previous orders or inquiries. Therefore, the information any customer database template carries is purely linked to the type of business.

Anyhow, the general information given below is normally present on all types of customer database templates;

  • Customer Code
  • Customer Name
  • Customer Address
  • Customer Phone Number
  • Customer Email Address
  • Date of Last order/purchase
  • Value of last purchase

However, some business-specific information can be captured into the customer database template such as but not limited to;

  • Date of Birth
  • Details of last purchase
  • Qualification
  • Hobbies
  • Zip Code
  • Fax
  • Payment Terms
  • Status
  • Website

Purpose of a Customer Database Template

In modern business strategies, there are a lot of customers filling the information online to place the order or for the application purpose.

Therefore, it is important to define a specific preset format to generate the information automatically from the online portals.

Also, manual data entry procedure is common in many businesses where customers go to the business place and share the detail at the order placed window.

There are a lot of advantages to using a customer database template. Some businesses use it to evaluate the core competency of the business. They filter out the product section for each order to evaluate which products have more demand from the buyers.

While these databases can be used to improve the business to provide better after-sale services. Moreover, the customer database template is commonly used by companies to send branding promotions and running advertisement campaigns.

Also, the customer databases can be sold to potential target markets such as call center businesses to purchase customer databases from different businesses.

How do you create a customer database?

Let us discuss how to create a customer database step-by-step;

Step#1: Firstly, buy software that can create a database. Select the software that is compatible with 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 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 to 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.

Frequently Asked Questions (FAQ)

What is the CRM database?

A CRM (customer relationship management) database is the collection of all the data that you gather from your customers to use it with your CRM system. It includes information such as contact’s name, email address, the date when you last talked and what you talked about, lead scores, lead sources, how much customers spent, and any other further information.

With the help of this data, your CRM can attract more customers, carry out marketing campaigns, and generate sales. We can say that CRM serves as an engine for sales, marketing, and customer service, and the CRM database is the fuel that makes it work.

Can Excel provide a CRM Template?

Yes, excel has a CRM template. An excel CRM template is a spreadsheet that has preprogrammed columns and formulas. It provides you with CRM functionality to help you survey and manage customer data. Like other templates in excel, the CRM template makes it easier, simpler, and faster to collect data in an organized manner.

Which is the best customer database software?

Following are considered to be the best customer database software;

  • Keap CRM.
  • Streak CRM.
  • Airtable.
  • All Clients.
  • Pipeline Deals.
  • Salesforce.
  • Ontraport.

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