The object of customer file management is your customers, that is, the direct and indirect customers of the company's past, present and future. They should all be incorporated into the enterprise's customer management system.

1. Divided from time series: including old customers, new customers and future customers. Since then, customers and new customers have been the key management objects.

2. Divided from the transaction process: including customers who have had transaction business, customers who are currently trading, and customers who are about to conduct transactions. For the first type of customers, you cannot give up file management because of the interruption of the transaction; for the second type of customers, you need to gradually enrich and improve their file management content; for the third type of customers, the focus of file management is to collect and organize comprehensively Customer information, prepare information for the upcoming transaction business.

3. Divided from the nature of customers: including government agencies (mainly national procurement), special companies (with special business, etc.), ordinary companies, customers (individuals) and trading partners, etc. Due to their different nature, demand characteristics, demand methods, demand volume, etc., the characteristics of file management implemented by these customers are also different.

4. Divided from the number of transactions and market position: including major customers (long transaction time, large transaction volume, etc.), general customers and scattered customers. It goes without saying that the focus of customer file management should be on the main customers. In short, each enterprise has more or less its own customer base, different customers have different characteristics, and their file management also has different methods, thus forming a unique customer file management system