DEVELOP INDIVIDUAL

RETAIL SERVICE
OPPORTUNITY AND
COMMUNICATION WITH
STAKE HOLDERS.

By:
Janvi Kalyani- 14
 TOPICS :
O Exchanging relevant information with
potential clients.
O Recording client information promptly,
accurately and in a way that allows you to use
information effectively.
O Storing and using client information in line
with data protection laws and company
policy.
 EXCHANGING RELEVANT
INFORMATION WITH POTENTIAL
CLIENTS.
Client information includes:
O Contact info like name, phone number,
email, social media details, address(es),
birthday.
O Previous experiences.
O Plans /proposals .
O Budgets.
 RECORDING CLIENT INFORMATION
PROMPTLY, ACCURATELY AND IN A WAY
THAT ALLOWS YOU TO USE
INFORMATION EFFECTIVELY.
Arrange detailed Boost client retention Arrange a list of
information about techniques with potential clients to
clients for easier different tools and find ways of turning
search and analysis; features; them into regulars;

Improve marketing Provide clients with

campaigns and Analyse and improve products, services,
increase cost- promotions, referral, and deals that they
effectiveness of your and loyalty programs; are interested in and
services; increase the average
check;

Collect statistics for

analysis and achieve
higher productivity.
 USE THE INFORMATION YOU GET
ABOUT YOUR CLIENT MORE
EFFICIENTLY

Send automatic
Keep additional reminders about
Client categorization information that the upcoming appointments
client wants. to reduce the number of
absentees.

organizing work
gathering and analyzing
schedules, tracking Analyzing performance.
feedback
financial transactions.
 STORING AND USING CLIENT
INFORMATION IN LINE WITH DATA
PROTECTION LAWS AND COMPANY
POLICY.
O Keep notes on client preferences
O Any shared files, documents,
images, contract, proposals, folders
O History of all meetings, payments,
quotes, conversations, emails, any
logged notes
O Tags (for quick, easy categorization)
O Follow-up tasks
O It is easier to find records or any
other information about the client;
O It is easier to make changes in the
records;
O You can carry it around on a small
hard drive, secure it with a
password, and send the files in an
email.
O track client retention