FREE 10+ Customer Information Forms in PDF | Ms Word | Excel

Gaining information about your business can be a big help to just about every employer and every business owner. So something such as gathering annual information on the type of services conducted by a company can help see whether or not success is being achieved.

Information provided by peers, such as supplementary information, can be very useful for those who need to understand more in terms of their performance or their methods of how to achieve success. So be sure that when you gain the information that you need to hear, you are able to properly utilize it.

New Customer Information

Printable Customer

Customer Contact

Personal Information

Customer Account

What Is Unique Customer Information?

Unique customer information can be described as information regarding each and every individual customer. Considering that every customer has different information, employees must learn to gather them in the event that they are required.

For example, these employee must have customers fill up Contact Information Forms in the event of a certain transaction where it is required for the employee to contact the customer. So properly gather all of a customer’s information to help you when the situation calls for it, because there will be moments wherein even knowing the name of the customer from a recent purchase could help you settle certain cases.

How to Make a Customer Information Form

When making forms that ask you for your customer’s information, make sure that your provide spaces where the following information must be put in:

• Name of the customer
• Customer’s address
• Account Number
• Mobile numbers
• E-mail address
• Customer’s signature
• Shipping and billing address

It is somewhat similar to filling out Personal Information Forms wherein it must be fully completed to ensure that all information can be properly validated. Just be sure that all information above is clearly and neatly placed so that no issues arise.

Customer Information Update Form

Billing Information

Credit Card Information

Catering Service

Basic Customer Information Form

New Customer Information Form

Types of Customer Information

• Customer Records –  This is where basic information such as customer name and customer I.D is found
• Customer Accounts – This is where various accounts under the same customer is stored
• Contacts – This has numerous uses as a customer may have more than one contact number in which can be used to contact the branch manager or engineering staff
• Sales opportunities –  This means any sales opportunities that you are pursuing with a customer
• Orders – All accounts regarding a customer’s record of any orders that were made.
• Services – A detailed list of all the services a customer is using, which also includes things such as configurations of these services.
• Incidents –  Any occurrence wherein certain problems have arisen or even accidents that require the customer to provide documents, such as Health Information Forms
• Feedback – This shows how you customers feel about you and your company.
• Payment methods – This is information regarding how a customer pays for any product or service such as credit card numbers.
• Locations – This is where the customer is situated where you have visited or have provided a service
• Offers – Any marketing offers that you have offered to any of your customers.

So be sure to know the following information as it can easily help you keep track of all information regarding any of your customers.