Customer Report: 7 Best Ways to Use It in Your Business

[seonajmulislam00]

Having a document — or a series of them — on hand containing crucial information so that you can understand your buyers' profile and, therefore, personalize your service and close more sales , is one of the main steps to being successful and acting strategically.

After issuing your reports through your sales system, we will provide some examples that can help you manage your customers in this article, as well as presenting the best ways to use them.

Track and manage your B2B buyer relationships with ease!

What is a customer report?
A customer report is a detailed and organized set of information about a customer's interactions, transactions, and activities with a company.

These reports can cover a variety of aspects and are used to analyze customer performance, behavior and history, helping companies make strategic decisions , improve customer service and develop marketing and sales strategies.

As you know, the days when vietnam viral telegram sales teams kept information about customer service in their heads, in a notebook or on spreadsheets are long gone. B2B buyers are already demanding by nature, but they have become even more so in recent years.

Therefore, they demand personalization when being served. This is why technological tools, such as sales systems , have started to provide reports that allow managers and sales representatives to closely monitor their customers.


List of some reports you can find in Mercos — in addition to a tab entirely dedicated to customer management, on the left.
What are the 7 best ways to use customer reporting in your business?
Regardless of whether you are a manager of an industry or distributor, or even a sales representative, you know that a good relationship with your customers is the center of a successful commercial operation.

So, how about getting to know and learning how to use the reports that sales systems make available to you? Check out 7 suggestions to get started!

1. Organize and view all your customers in one place
If you represent 5 departments, you certainly have several clients to visit and serve. If you are a manager of an industry, you need to deal with all the clients of your external salespeople. Therefore, practice makes it clear that it is not easy to keep track of everything that is happening around you with ease.

And the truth is that without organization it is impossible to have growing results. That is why technology is your greatest ally ! You can (and should) use it to organize all your customers in one place, using the magnifying glass to access any essential data for service in seconds .

Research everything about your customers and produce a perfect customer report for your needs at every team alignment or visit
In addition to this view, Mercos also has a tab dedicated to customers, with summaries of each one's behavior, history of services and visits and fundamental data for you to cross-reference with your reports.
Mercos has a Customer Listing report. This customer report allows you to select more than 24 pieces of information about your buyers and have all the information you need at your fingertips, easily.

Take the opportunity to read:
-> KPIs for B2B e-commerce: 10 metrics and indicators to monitor

2. Understand which customers are active or inactive
Knowing which customers have not purchased after the end of their purchasing cycle is essential to avoid losing revenue. Therefore, using the Customer Portfolio Status report shows how many buyers are inactive (recently or not) and which are buying within the expected period.

This information helps you create actions to avoid inactivity and keep your assets engaged . You can customize the report to understand the reality of each salesperson and customer segment, as well as understand the sales cycle of each one.

The image shows a graph of active, recently inactive and long-term inactive customers. There are 133 customers in the portfolio. Of these, 29 are active in green, 11 are recently inactive in yellow and 93 are long-term inactive in red. Below, you can also see the average purchase cycle of the portfolio, which is 105 days.
Oh! And you can also check the data by region, understanding how and where to expand your operation.

3. Follow up on positive results
Afonso Tonelli, a sales representative for over 30 years and the inspiration behind the creation of Mercos, likes to make sure that he has at least one third of his portfolio in positive shape every month. To do this, he uses the Customer Positivity report and monitors changes in the indicator from time to time.

This allows them to act strategically, making specific visits and referring customers who buy regularly to B2B e-commerce . As you can see, the customer report is designed to help the sales team and management organize themselves based on facts instead of guesswork.