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Management of Customer Data
The following Customer supplier information is stored digitally on our CRM:
  • Internal Company Account Code
  • Company Registered and Trading name
  • Company physical address
  • Company postal address
  • Company contact phone number
  • Company contact email address
  • Entries as notes form arising from sales related interactions
  • Entries as notes form arising from support related interactions
  • Entries as notes form arising from account related interactions
  • Customer contact name, surnames, email and phone numbers required to interact with the customer for support and sales purposes
The following is stored in our Accounting Package:
  • Internal Company Account Code
  • Company Registered and Trading name
  • Company postal address
  • Company accounts email address
  • Invoices captured relating to services and sales
  • Customer payment receipts
  • Customer Statements
The following is stored in our Online Business Banking:
  • Company Registered Trading name
  • Internal Customer reference as dictated by the customer's account number
  • Bank, Branch and Account for debit order purposes
Updated by Robert de Jager on 13 JUL 2021
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