CRM Software - Custom Report - Existing customers who have not recently purchased anything

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CRM Software Custom Report - Customers who have purchased something in the past but not recently

In Amphis Customer CRM there are many Built-in Reports and you can also create Custom Reports to suit your business requirements. This is an example Custom Report you can use to display the customers who have purchased a product or service from us in the past but have not purchased anything in the last 3 months. The customers can easily be added to a group at the click of a button and then you could, for example, perform a mail merge to send them all a letter eg a special offer. The "90" in the report is used to specify 90 days ie roughly 3 months. You could create similar reports for different time periods eg if you change the 90 to 30 it will show existing customers who have purchased something in the past but not purchased anything in the last 30 days ie in the last month (roughly).

You can create a custom report using the Custom Report Builder (from the Reports->Custom Report Builder menu)

For more information on how to create a custom report, see Create CRM Custom Reports

Here is the SQL command you need to enter when creating this custom report. (It doesn't matter if you don't know what this means - you just need to copy and paste this into the Report Builder).

SELECT displayid as CustomerId, CompanyName, LastName, FirstName from customer c where exists (select * from history h where c.customerid = h.customerid and h.what='invoice') and not exists (select * from history h where c.customerid = h.customerid and h.what='invoice' and h.date > now()-90)

And here is an example output from the report showing the customers who have purchased something in the past but not in the last 90 days.

You can export the results to a spreadsheet, or just print the results. You can click Add to Group to add all the customers to a group and then you could perform a mail merge to send them all a letter eg a special offer.

You could also add any additional fields to the report eg telephone numbers if you wanted to call the customers.

Any custom reports you create will be available from the Reports->My Custom Reports menu. You don't need to go into Report Builder to run them.

(We welcome your suggestions for CRM Custom Reports we could create (for free). To make a suggestion, please click here)

Disclaimer: we develop custom reports at no charge, often at the request of clients. We cannot guarantee that these custom reports will produce exactly the results you wish to achieve, but we try to develop custom reports that could be useful for the majority of our clients.

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