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Retail Execution at Your Fingertips
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            Customer Data Management

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            Customer Data Management

            Customer management refers to applying various techniques and methods to establish long-term relationships with key consumers based on data about their preferences, behaviors, and purchases. Use the Customer module to centrally create and monitor customer data, such as address, communication channels, contact partners, store opening hours, and point of sale, and avoid redundancy. For example, update all address data records of a customer by updating the address only one time in the Customer module. Or, add customer-specific conditions to a customer by using condition templates. Use store classification attributes and customers' trade org hierarchy for business processes such as strategic visit planning.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled

            Customer data is fetched from legacy systems and include:

            • Generic customer information, such as address, customer type, and customer category
            • Customer hierarchy or trade organization hierarchy
            • Customer roles and relationships that control various business processes

            The customer types are:

            • Trade organizations
            • Stores
            • Wholesalers
            • Prospect clients

            The customer categories are:

            • Sold-to
            • Ship-to
            • Pay-to
            • Bill-to

            Use the Consumer Goods Cloud app to:

            • Edit contact partner, opening times, and geo coordinates
            • Maintain attachments
            • Create customers or prospect clients
            Note
            Note Customer management refers to applying various techniques and methods to establish long-term relationships with key consumers based on data about their preferences, behaviors, and purchases.
            • Create Accounts
              After importing account data from an Enterprise Resource Planning (ERP) system, create additional accounts.
            • Group Your Customers with Customer Segmentation
              Customer segmentation is the grouping of customers into target groups or customer sets for specific business processes, such as promotions, activities, or penny perfect pricing.
             
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