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Customer Management Templates

Order 750 checklist templates in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

Customer Management Templates


Customer Acceptance Template

This Customer Acceptance template is designed to help project managers to organize all procedures that are necessary to arrange Customer Acceptance of new products. In other words this Customer Acceptance template will help you to make sure that project’s product has been measured against its acceptance criteria and has been formally accepted on behalf of the customer (or by representatives of the customer).

customer-acceptance-checklist.zip 4 Kb


Customer Appreciation Template

This Customer Appreciation template will be useful to all company owners who would like to define ways of expressing gratefulness to their customers, as they fill business activities with real sense and value, helping the organizations to better their business approaches and conceptions. The customer appreciation strategy is an indispensable element of customer retention and satisfaction, so this Customer Appreciation template will give you a set of useful ideas, including a way of organizing your customer appreciation project.  

customer-appreciation-checklist.zip 4 Kb


Customer Care Template

Sales and profits depend to a large extent on the level of customer satisfaction. Your business needs to have effective solutions to meet demands of its customers and provide its employees with customer care training . Use the customer care template to learn more about opportunities that let increase your sales and satisfy your customers.  

customer-care-checklist.zip3,9 Kb

Customer RelationshipsTemplate

Customer Experience Template

Organizations that earn positive customer experience are likely to be successful in the marketplace, because their current clients are satisfied and prospects are loyal. Read this Customer Experience Template to learn how to gain positive customer attitudes towards your business.

customer-experience-checklist.zip 3 Kb


Customer Feedback Template

Customer Feedback Template is composed to assist you in designing your customer survey form to collect information important for improvement of your quality and service levels. With a help of this template you can elaborate a set of specific survey questions to investigate the major categories of customer impressions to be studied for purposeful business quality improvement.

customer-feedback-checklist.zip 2 Kb


Customer Focus Template

If you wonder how to manage customer focus, then this Customer Focus Template is for you. It explains the definition of custom focus and specifies key steps for keeping customers focused on your products/services. You can share the template among your co-workers and teams who are involved in custom support service and sales.

customer-focus-checklist.zip 5 Kb


Customer Information Template

Every company needs to have a client database in order to keep all the necessary information about current customers and prospects on hand. In this Customer Information Template you can learn basic tips and suggestions regarding the details of your customers, such as Contacts, Address, Job Title, Profile, others.

customer-information-checklist.zip 3 Kb


Customer Loyalty Template

Customer loyalty is a business’s capability to attract more prospects and turn them into repeat customers. In this Customer Loyalty Template you will find out how you can plan for winning and improving customer loyalty for your company.

customer-loyalty-checklist.zip 3 Kb


Customer Orientation Template

Customer orientation becomes vital for prosperity of your company since it allows focusing on dynamic interactions between the company and its customers as well as developing policies to successfully compete in the market. Use this action plan to learn more about implementation of customer oriented processes in your company. 

CustomerOrientationTemplatet.zip 6,5 Kb


Customer Relationships Template

This template can be helpful for researching of company's capabilities to establish long-term partnerships with clients. Customer Relationships Template consists of things that are very important for company that is interested in obtainment of regular and stable clients  

CustomerRelationshipsTemplate.zip3,9 Kb

Customer RelationshipsTemplate

Customer Requirements Template

This customer requirements template is created to help all professionals who want to capture, analyze and specify requirements to provide their clients with products matching appropriate quality and business needs. This customer requirements template is not specially connected with some industry, but provides general things to organize researching, learning and managing customer requirements.  

customer-requirements-checklist.zip 4 Kb


Customer Retention Template

This customer retention template, designed for company owners and managers, explains the main customer retention techniques to decrease the number of customer defections, to realize their hidden potentials and to obtain significant growth of sales through establishing good long-term relations with your clients.  

customer-retention-checklist.zip3,9 Kb

Customer Relationships Checklist

Customer Satisfaction Template

Customer satisfaction template gives the general tips which explain how the clients should be treated according to international business ethics. Observance of these tips will help you to make good impression on your client and make them feel satisfied after dealing with your company. This template can be used by businessman to assess attitudes to customers within own company. This template includes a number of the most common tips, but you can easily supplement and modify it.SMART planning template


Customer Service Template

Customer service is a set of actions to provide clients and customers with information, feedback, suggestions, and answers regarding any question about company, its products and services. A good customer service Template should pave the way for attracting new customers, retaining existing ones, and gaining more benefits, such as improved customer satisfaction, reduced customer service risks, and increased customer service efficiency. Read the given below customer service action planto learn some customer service tips.  

CustomerServiceChecklist.zip 6,5 Kb


Customer Service Excellence Template

This Customer Service Excellence Template is created to support all companies that would like to reach a good quality level of interacting with their clients. Using this template you will know how to increase your customer satisfaction and loyalty rates.   

customer-service-excellence-checklist.zip 4 Kb


Customer Service Training Template

Perhaps, customer service employees are the most important people in every business organization that treats for its clients and takes care of higher customer satisfaction. The following Customer Service Training Template will help your company plan for training such employees.  

customer-service-training-checklist.zip 4 Kb


Customer Survey Template

The customer survey is the best way to measure customer satisfaction and to understand how the customers recognize your company and its product/service range.Template for customer survey allows you to be quickly oriented in what you should do and what objectives are to be set for the survey.SMART planning template


Customer Visit Templates

This customer visit template is composed for sales persons, explaining how to make a good impression when visiting a customer, and how to behave correctly while representing their products/services. This customer visit template explains guidelines and recommendations on how to get prepared through a variety of different business-related and personal aspects (customer visit management).  

CustomerVisitChecklist.zip 5 Kb


Account Planning Template

In this Account Planning Template you can read about 4 steps for creating a plan that identifies sales opportunities and determines a course of action for implementing sales plans. The template is designed as a simple to-do list that you can use in planning your daily tasks.

account-planning-checklist.zip 3 Kb


Good Customer Service Template

Customer service is one of the most prioritized activities of a business organization taking care of its clients and prospects. The following Good Customer Service Template is designed to help manage this activity. It will be helpful for salespeople and other personnel involved in providing customer service and support.  

good-customer-service-checklist.zip 4 Kb


Know Your Client Template

The Know Your Client template (KYC template) is designed to help investment companies to analyze their customers and gather all information necessary for making a decision on providing funds. The checklist has 3 categories broken down into simple tasks.

know-your-client-checklist.zip 4 Kb


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VIP Simple To Do List
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NEWS

Aug 7, 2013
VIP Quality Software today announced the general availability of CentriQS 2.0 version. With new reporting solution users can access and integrate information from all departments or business functions to present data in visually compelling formats without any additional software tools. Discover the new feature

Jul 1, 2013
VIP Quality Software team continues working on new versions of CentriQS, small business management software that features enterprise-level functionality for task management and database customization. What’s new for spring 2013


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