CRM Customer File Maintenance

(Please click on the hexagons for more information)


Customer File Maintenance ensures the availability of up-to-date customer data. Customer data refers to customer master data such as general address and contact information and transactional data such as projects performed for customer, internal employees involved and all related financial data.   

Process Activities

  • Maintain customer master data
  • Update customer data based on activity

Process Input

  • Customer data
  • History of past projects and their financial items 
  • Incoming and outgoing emails

Process Output

  • New/updated customer data
  • Reports on general financial data in terms of revenue, profitability, etc.
  • History of email exchange

Process Support


Process Performance Indicators

  • Ranking of customer in terms of profitability, etc. 
  Contact Us
  Project Open Business Solutions S.L.

Calle Aprestadora 19, 12o-2a

08902 Hospitalet de Llobregat (Barcelona)


 Tel Europe: +34 609 953 751
 Tel US: +1 415 200 2465