Efficiently Sort Through Past Customers' Purchases in PP - Tips from Rhonda B.

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SUMMARY

This discussion focuses on efficiently sorting past customer purchases in the Pampered Chef (PP) system, specifically for contacting customers who bought the mixing bowl set. Rhonda B. outlines a method to access the "Total Items Sold History Report" in PP, allowing users to filter purchases by item number and date range. Additionally, the conversation touches on the ability to sort customers by purchase price while linking them to specific shows attended, although clarity on this feature is limited. The report generation process is emphasized as a key tool for targeted customer outreach.

PREREQUISITES
  • Familiarity with Pampered Chef (PP) software
  • Understanding of report generation in PP
  • Knowledge of item numbers for products sold
  • Basic customer relationship management (CRM) principles
NEXT STEPS
  • Research how to utilize the "Total Items Sold History Report" in Pampered Chef
  • Learn about linking customer purchases to specific shows in PP
  • Explore advanced filtering options in PP for customer outreach
  • Investigate best practices for customer follow-up in direct sales
USEFUL FOR

This discussion is beneficial for Pampered Chef consultants, sales representatives, and anyone involved in customer relationship management within direct sales environments.

pampchefrhondab
pampchefrhondab
Messages
2,759
Hi Everyone,

I thought I would ask you before calling support. Can we sort through our past customers by what they purchased. For example, I want to contact everyone who purchased the mixing bowl set about the new 8 qt. in August. How can I sort for those customers w/o having to go through all the shows?

Also, I know we can sort by purchase price to send notices out to our best customers; however, is there a way to link them up to the show they attended?
If I call them, I want to be able to say I met you at "Mary's" party.

I haven't had a lot of time to do training in PP. Any help you can give would be appreciated.

Thanks,

Rhonda B.
 
For the bowls-
Go into PP and on the top bar click the "PP" symbol with the magnifying glass. This will take you to the reports page. Click on the "Total Items Sold History Report" and enter in the # for the ss bowls in both fields. Make sure that the calendar is for the whole time you've been doing PC, or just the length of time that you want to contact people from. Click okay and a page with the list of people will open in a new window.

When you sort by purchase price is there anything saying the show number by their name? I have never seen a report that didn't have this info, but I didn't know that we could search by purchase price. Hope this helps!
 
Don't forget to include all the numbers for allthe sets of SS bowls.

We had the Host special - HG90 and we also have the half price special with the whisks - HP14.
I was doing the same thing when I realized I didn't have all the sets I knew I sold.
 

Frequently Asked Questions

What is the best way to access past customers' purchase history in Pampered Chef?

To access past customers' purchase history in Pampered Chef, log into your Consultant account and navigate to the "Customer" section. From there, you can search for individual customers and view their order history, which will help you understand their preferences and buying patterns.

How can I efficiently categorize my past customers based on their purchases?

One effective method is to create categories based on product types, purchase frequency, or customer interests. You can use spreadsheets or customer management software to sort and filter customers accordingly, making it easier to target specific groups for future promotions or follow-ups.

What tools can I use to help sort through past customer purchases?

Utilizing tools like Excel or Google Sheets can be very helpful. You can import your customer data and use sorting and filtering functions to organize the information. Additionally, consider using customer relationship management (CRM) software designed for direct sales, which can streamline this process significantly.

How often should I review past customer purchases?

It’s beneficial to review past customer purchases at least quarterly. This allows you to stay updated on their buying habits and preferences, enabling you to tailor your marketing strategies and product recommendations effectively.

What strategies can I implement to re-engage past customers based on their purchase history?

To re-engage past customers, consider sending personalized follow-up emails highlighting products they previously purchased, offering special promotions on similar items, or inviting them to exclusive events. Tailoring your communication based on their purchase history can significantly increase the chances of re-engagement.

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