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Maintaining a Client Database

Course Details


With businesses moving to the cloud, clients from far and wide have gained access to a company’s products and services. How can you then keep a tab on your customers’ preferences and ensure that it is not costing you money? Do you maintain a client database?

Knowing about its clients is a crucial component for any successful business – irrespective of their size. A client database allows you to build brand affinity and gives you visibility over who’s buying what. This information comes in handy when you are planning your marketing, customer acquisition, and retention strategies.

The world’s most valuable resource in the digital era – consumer data, is also a gold mine of sensitive personal information. And when it is left unprotected, a business’ stability is compromised, its credibility and reputation seriously damaged. It may also suffer the loss of new sales opportunities, as it is not engaging with existing clients and has no visibility over changing customer preferences.

This course has been designed to equip learners with the necessary measures to properly maintain a client database and ensure data housed within your business stays current, clean, and protected.

Estimated Time To Complete

Approx 3 Hours

Learning Outcomes

By the end of this course, you will be able to

  • Understand what a client database is
  • List must-have features of a client database
  • Determine the steps you need to take to protect your clients’ information


Why it’s essential to have a client database
Dangers of a ‘dirty’ database
Ensuring your client details are current and accurate
Protecting your client’s information


Computer, tablet or mobile
Internet Connection
Edge, Safari, Chrome or Firefox

Course Delivery

Online Learning

Course Access

12 Months

CPD Hours

1 Hours


Multiple Choice

Ratings and Reviews

Avg. Rating
1 Ratings
What's your experience? We'd love to know!
Paige Rundle
Posted 5 months ago
A good refresher

This course was a simple, quick refresher course and helped me insure I am meeting the needs of my business through the maintenance of my database.

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