Glossary

What is customer management?

Customer management encompasses all activities aimed at creating, developing, and maintaining a lasting relationship with customers: profiling, segmentation, order tracking, complaint handling, and loyalty programs. A well-managed customer database is a strategic asset for any company.

Components of Customer Management

  • Customer file: Contact data, pricing terms, authorized credit limit.
  • Commercial history: Past orders, deliveries, invoices, and payments.
  • Balance and due dates: Customer account monitoring and receivables to collect.
  • Segmentation: Customer classification by revenue, sector, or region.

GestiumPRO and GestiumERP offer complete customer management with real-time tracking of credit balances and purchase histories.

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