In the digital era, customer data is the most valuable asset of any nail salon. A CRM system (Customer Relationship Management) only works effectively when the data is standardized, accurate, and consistently maintained. This provides the foundation for better customer management and sustainable remarketing campaigns.
- Minimum data fields required
Each customer record should include at least:
- Full name
- Phone number / email
- Date of birth (for birthday offers)
- Service history (services used, frequency, spending)
- Initial source (walk-in, referral, online ad…)
Consistent data enables behavior analysis and service personalization.
- Access rights & security
Not everyone in the salon should have full access. Roles should be clearly defined:
- Receptionist: basic data entry.
- Technicians: view appointments & services.
- Manager/Owner: full access & reporting.
This ensures both security and efficiency.
- Regular data cleaning
Over time, data can become outdated or duplicated. Regular cleaning (quarterly or bi-annually) is essential:
- Remove duplicates.
- Update customer info.
- Standardize naming formats.
- Customer tagging & segmentation
To maximize remarketing, customers should be tagged:
- New: first-time visitors.
- Regular: repeat customers.
- VIP: high spenders, loyal clients.
- Churn risk: absent for 3–6 months.
This segmentation allows automated campaigns: reminders, special vouchers, or loyalty programs.
✅ CTA: SPS provides a free template for naming conventions & customer tagging to help you set up CRM effectively.
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