How Do You Organize Your Customer Care?

[mrsbmomof3]

Just curious...how does everyone organize their Customer Care? Do you use a binder? Is there a way to print a specific report (including what customers ordered) on P3? What do YOU do? Since I'm new, I'm looking for ideas I can use to best care for my customers.
Thanks!
mrsb

 

[beepampered]

I have all the order forms from a show in a manilla folder. I do not file this folder until I'm done with the CC calls. I marked the date that I called on each person's form so I'll know where I stopped if I got interrupted.

 

[Admin Greg]

There is no one "right" way to organize customer care, as it can vary depending on personal preferences and needs. However, here are a few common methods that others may use:1. Binder or Folder System: Many consultants choose to keep a physical binder or folder with all of their customer information. This can include order forms, contact information, and any notes or special requests from customers. You can also add dividers to organize by month, host, or other categories.2. Digital Filing: Some consultants prefer to keep all customer information digitally. This could include using a spreadsheet or an online database or customer management system. You can create different tabs or folders for each customer and easily search and sort through the information.3. Customer Care Worksheets: Pampered Chef provides consultants with Customer Care Worksheets, which are customizable sheets to keep track of customer information, orders, and follow-up tasks. These can be printed out and added to a binder or used digitally.4. Reports on P3: You can generate various reports on P3, including a customer order history report that shows what customers have ordered in the past. Simply go to the "Reports" tab and select the report you want to view.Ultimately, the best way to organize your customer care is whatever works best for you and helps you stay organized and on top of your customer relationships. It may take some trial and error to find the best system for you, but don't be afraid to experiment and find what works best for your business.