Section 2: Customers Module
The Customers Module allows you to keep track of all your existing and potential customers’ details along with all related data – for example, customer invoices, certifications, specialties and interest in Con-Ed courses and trips attended, etc. All of this information makes customer tracking and contacts available at the touch of a few buttons.
In addition, EVE holds dive club/dive society details and allows the center to embrace new divers (whatever the reason they visit the store) into their schedule of activities. Dive club members can be e-mailed and text messaged straight from EVE, allowing the dive center to keep customers hot with all the latest offers and opportunities.
A digital image of the customer (captured using a scanner, digital camera, etc.) can be inserted into the image file for future club card administration. The image feature eradicates the need to repeatedly ask for passport photos and allows rapid verification of identity. If you have an Internet connection you can upload PIC details of certified customers directly to PADI - no more ‘snail-mail’ delays waiting for that customer certification card!
Accessing the Customer Module
What sections does the ‘Customers’ Module contain?
Use the customer details section to enter details of new customers and find details of existing customers.
Use the Enquiries section to track customer interest in courses, trips, stock items, or other areas. You can use this information to analyze your customer’s interest areas and offer products and services to meet their needs. In addition, you can track follow-up activities, schedule reminders and track the results of customer contacts.
If the customer is part of a group you can link all members of the group with a common Group name. You could use the name of the group leader as the group’s name.
EVE offers a powerful feature to help you connect with your customers. You can schedule contact calls or emails that will be made to customers. For example, a call could be scheduled to follow up on a continuing education interest expressed by the client. The proposed date/time, actual date/time and employee responsible can be logged.
Pop-up notes are a powerful mechanism to allow you to remind employees to give specific customers specific messages. For example, you could use a pop-up note to enter a customer’s birth date and have the note display each time the customer is brought up on a new invoice, rental booking, service booking, etc. for one month prior to his or her birthday. Alternatively, if a customer left behind their wallet last time they were in the store you could add a note that will pop-up to remind you next time they are in.