Customer References Management
The "Customer References Management" database is designed to manage and organize customer references for a company. It keeps detailed records of customer testimonials, case studies, and reference materials, which are crucial for marketing, public relations, and sales efforts. This system allows businesses to effectively track and utilize customer endorsements to enhance their credibility and attract new clients.
Description
The References table is the primary table in this database, containing comprehensive information about each customer reference. This includes the company name, contact details (such as contact name, title, address, phone, and email), and industry information. It also tracks the willingness of the client to be a reference, including their consent to use the company name and logo, willingness to give testimonials, and their agreement to speak to the press or participate in case studies.
Additionally, the table records the status and details of testimonials, including the message and text of the testimonial, and specifies where the testimonial can be used. It also tracks the status and details of case studies, including the latest version of the case study and the use permissions.
The References table includes fields for scheduling PR interviews, maintaining a client call history, and adding any additional notes relevant to the reference. It also stores files such as the interview questionnaire and the client's logo. Each record is managed by designated record owners, with timestamps for creation and modification to ensure accurate and up-to-date information.
Overall, this database provides a structured and efficient way to manage customer references, enabling businesses to leverage positive customer experiences and endorsements to support their marketing and sales initiatives.
Screenshots
To help you make the system work for your needs, we have developed the following service program:
- Discuss your needs with our staff.
- We’ll determine and confirm the workflow logic of your database.
- We’ll create a ready-to-use database to fit your exact business model.
- You’ll get a solution designed especially for your needs.
Any support materials, such as spreadsheets and real-life work samples would be very helpful as they would help us better understand your business process.
We offer free system configuration assistance
(up to 4 hours of consulting work).
If you decide that our database is not exactly what you need - you owe nothing.