In your client record system, which of the following should you record?

Recording all relevant information in your client record system is vital for providing excellent customer service. This includes not just customer purchases, which help track spending habits and preferred products, but also customer interests that can inform personalized marketing and service approaches. Following up on activities is equally important as it demonstrates engagement and helps maintain customer relationships.

By maintaining a comprehensive record that includes purchases, interests, and follow-up activities, you can create a holistic view of each customer. This enables prospective service improvements, tailored recommendations, and more effective communication. Such thorough documentation can lead to higher customer satisfaction and loyalty, as customers appreciate when their needs and preferences are recognized and acted upon.