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For official use of the Participant (who is PCM/ T&C for all categories of Securities Brokers) Application Form No. TRE Certificate No. Securities Broker Registration No. CDS Participant ID SubAccount

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How to fill out customer relationship form for

01

Fill out the customer's contact information such as name, email address, phone number, and address.

02

Record details about the customer's company or organization including industry, size, and key contacts.

03

Note down any specific requirements or preferences that the customer has mentioned.

04

Document the history of interactions with the customer such as meetings, calls, emails, and purchases.

05

Include any feedback or complaints that the customer has provided for future reference.

Who needs customer relationship form for?

01

Businesses that want to maintain a record of their interactions with customers and improve customer service.

02

Sales teams that want to track leads, prospects, and existing customers to manage relationships effectively.

03

Customer service departments that need to address customer inquiries, issues, and feedback in a timely manner.

04

Marketing teams that want to personalize communication and promotions based on customer preferences and behavior.

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What is customer relationship form for?

The customer relationship form is used to document and manage the relationship between a business and its customers, including information on interactions, preferences, and feedback.

Who is required to file customer relationship form for?

Businesses that engage with customers and wish to maintain a record of customer interactions and relationships are required to file this form.

How to fill out customer relationship form for?

To fill out the customer relationship form, gather necessary information about the customer, such as contact details, transaction history, and feedback, and input it into the designated fields of the form.

What is the purpose of customer relationship form for?

The purpose of the customer relationship form is to streamline customer interactions, improve customer service, and enhance overall customer satisfaction by maintaining an organized record of relationships.

What information must be reported on customer relationship form for?

The form must report customer identification information, communication logs, purchase history, preferences, and notes on customer feedback or service issues.

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