Managing your customer portfolio involves
Posted: Mon Apr 17, 2023 11:02 am
the team to which he belongs, or sometimes , by the Society. This file contains all the information concerning the customer, namely: his contact details (more or less up to date) its affiliated company(ies) current or completed deals his projects its challenges and objectives all kinds of information concerning him: history of visits, emails sent,
volume of transactions carried out, cumulative Specific Database turnover, open service tickets, etc. RFM: recency, frequency, amount Rich data, especially if they are used in pre-sales and after for loyalty, upsell (upmarket) and crossell (cross-selling). client-portfolio-definition assimilating several important pieces of information in order to implement personalized actions and develop a more precise, targeted,
increasingly personalized offer that directly meets the expectations of each customer. In addition, setting up a segmentation of the customer portfolio is essential to categorize your customers since they do not necessarily have the same needs, the same challenges or the same objectives. Whether you are a small,
volume of transactions carried out, cumulative Specific Database turnover, open service tickets, etc. RFM: recency, frequency, amount Rich data, especially if they are used in pre-sales and after for loyalty, upsell (upmarket) and crossell (cross-selling). client-portfolio-definition assimilating several important pieces of information in order to implement personalized actions and develop a more precise, targeted,
increasingly personalized offer that directly meets the expectations of each customer. In addition, setting up a segmentation of the customer portfolio is essential to categorize your customers since they do not necessarily have the same needs, the same challenges or the same objectives. Whether you are a small,