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CDs User Community Meeting Item to Form Linking 22R1 Feature Highlight May 2022Customer Success Managers (CSM), CDs Customer Success Bill Lazaro CSM, PresenterPratik Patel CSM, Presenter Megan Ferris
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Gather information about the customer including their name, contact details, and any relevant personal or business information.
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Determine the customer's needs and preferences by conducting a survey or interview.
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Record all the information in a customer profile or database to have a comprehensive understanding of each customer.
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Use the information to personalize communication and services to the customer's liking.

Who needs what is a customer?

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Businesses of all sizes and industries need to understand what a customer is in order to effectively market, sell, and provide services to them.
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A customer is an individual or business that purchases goods or services from another business.
Businesses that engage with customers, particularly in regulated industries, may be required to file reports regarding their customers.
Filling out customer information typically involves providing details such as name, contact information, and transaction history as required by relevant regulations.
The purpose is to ensure accurate reporting and compliance with regulations related to customer identification and transaction monitoring.
Information usually includes the customer's name, address, contact details, and details of transactions made.
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