How to organize information effectively

How to effectively sort out customer information? Customer file management: I just instructed the marketing department to finish this work, and I will send you a document. 5. 1 customer management 5. 1 customer credit rating management 1) The marketing department evaluates all customers according to the company's nature, credit, assets, cooperation time, brand and industry popularity, and adds credit rating to the credit line. Export customers should be based on the credit of China Credit Insurance Company. Ask the marketing department to do so. 2) The "Customer Rating Document" shall carry out annual credit level modulation according to the sales and payment conditions, and the adjustment time shall be completed in the first quarter of each year. The adjustment documents shall be submitted to the Marketing Director for approval, and then sent to the Finance Department for filing. The adjustment under special circumstances may not be subject to the above time limit. 5. 1.3. Customer files should be classified and filed according to the credit rating of customers, and managed by special personnel. The files are put into the file bag according to the customer unit, and the information in the file bag is as follows: a) Basic information table of customers: company name, legal representative's name, address, bank account number, bank name, business nature, main products, production and operation scale, number of employees, warehouse address, main customers, etc. B) Legal identity information of customers: including copies of business license, production license and tax registration certificate, and valid identity documents of self-employed. C) Contact information of customers: the names and contact information of legal representatives and relevant business personnel, including telephone numbers, fax numbers and e-mail addresses of companies and individuals; D) Purchase and sales contract: A copy of the contract must be kept in the credit customer's file. E) Customer's credit rating: relevant written evaluation materials. F) All documents in the above items (a), (b), (c) and (d) must be stamped with the official seal of the customer's unit, and the customer rating documents in item (e) should be signed by the sales and financial departments for approval. 5. 1.4 Customer Credit Management The marketing department should strictly control the customer credit limit, dynamically monitor the customer credit management, establish customer credit evaluation tracking, and track and record the credit status of each month and each batch of goods according to the daily payment of customers. If there is any abnormality, the marketing department should report it to the company's finance department in time after completing the record. The financial department has the right to supervise and evaluate according to the information of all parties. According to the performance of the contract, the marketing department re-evaluates and adjusts the customer's credit line every year, and the finance department approves it.