Customer Card Workbook
Simple yet powerful complete list of key information on ALL customers in your accounting system, even if you have not yet sold them anything! Your Sales reps will love this.
Imagine the many ways you can use this data to contact your customer base with mail outs, promotions or just to keep in touch. Why maintain a separate CRM when all of your most accurate customer sales data is already in your financial system and easily accessible by BI4cloud?
Customer Card List Tab incorporates all of the following Key Information from the Customer Card file in your Accounting system:
- Customer Name
- Customer Card ID
- Address
- City
- State
- Postcode
- Country
- Contact Name
- Phone no.
- Customer Sales rep (MYOB)
- On hold (MYOB)
- Credit Limit (MYOB)
- Active
- Custom Lists & Custom Fields (MYOB)
- Tracking Categories (XERO)
- Class & Locations (QuickBooks Online)
- Tax No. ( ABN, GST, VAT etc)
- First Sales Date (with full Date range selector)
- Last Sales Date (with full Date range selector)
- Currency Code
- Total Sales (Cumulative)
- Days Since Last Active
- Account Balance (Owing)
- Customer Count
Customer CRM
This tab focuses on Sales history and includes filters to allow you to:
1. Filter to select a group of Customers
2. Use Smart Filters to find Customers who have stopped buying
3. Use Smart Filters to Target best customers over time
4. Use Date ranges to Target New Customers
5. Use Date ranges to Reward Loyalty
6. Clean up your Customer List
7. Save your own new Workbook to remember Filters
8. Remove and Re-order Columns to see just the fields you need
1. Filter to select a group of Customers
Add filters to filter by one or a combination of fields including:
- Custom Lists - MYOB (e.g. Customer Type, Distribution channel etc)
- Tracking Category - XERO (e.g. Salesperson, Region, Customer Group)
- Customer Sales Rep (MYOB) to share a report with each rep of all their customers
- On Hold - keep track of who is on hold but has paidtheir account in full
- State or Postcode - to do a Promotion targeted by Location
Hint: you can type in words into search bar to find filters by name
2. Use Smart Filters to find Customers who have stopped buying
Add a Metric Filter to find all customers who have not bought for say greater than 100 days
3. Use Smart Filters to Target best customers over time
Add a Metric Filter to find customers whose cumulative sales are say greater than $10,000
4. Use Date ranges to Target New Customers
Identify all new Customers last month to send them a welcome promotion or customer satisfaction survey. ( hint: you can type in words to find filters by name )
5. Use Date ranges to Reward Loyalty
Find current customers who first bought X years ago and reward them for loyalty. You can easily see their total Cumulative Sales history to have different categories of loyalty rewards.
6. Clean up your Customer List
Or simply use the report to quickly identify errors or missing data in your Customer list.
Customers with no contact person, missing a Sales rep, not allocated to the correct grouping, no phone number, email or address details.
Use the Order by icon or click on a Column heading to sort your data.
7. Save your own new Workbook to remember Filters and make edits
Take a copy of the Customer Card [base] Workbook and click Save to keep it.
Once you create your own Workbook you can now fully customise and edit it.
After filtering and editing remember to Save your new Workbook to use over again.
8. Remove and Re-order Columns to see just the fields you need
Workbooks can be in View Mode and you may need Click the eye icon to enter Edit Mode. See right side of Top Line. You can Open the Reports Designer with {Edit] button or you can click Settings tab and then Report tab and youn can edit columns directly the. The edit pencil only appears once you have copied the the base report.
Edit Panel
- Click red x to remove a field/column
- Drag and drop to change column order
9. Export to Excel
Export your new Workbook Tab to Excel to easily use with email programs like MailChimp to create marketing campaigns or even to send Christmas cards to customers.
To see the export options he Current report tab needs to be clicked and if your screen is narrow the topn may be hidden so you may need to click the three dots to see it
