A customer portfolio is a record that allows you to sort and classify the clients of a company or business, whether current or potential. It is a very useful tool for retaining the largest possible number of loyal buyers, increasing the efficiency of actions aimed at strengthening ties and knowing what the needs of users are.
Summary
Good customer portfolio management allows you to prioritize contacts, offer exclusive promotions and personalize customer service, generating new sales opportunities.
To successfully manage your customer base, you need to organize data, establish customer profiles, and empathize with them through personalized actions.
Using systems such as Zendesk telephone number identifier philippines Service facilitates the management of the client portfolio, allowing for the classification, organization and efficient response to customer needs, strengthening business relationships.
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In this article you will learn:
What is a customer portfolio for?
Customer portfolio management: 5 details to keep in mind
The importance of good management of potential and current client portfolios
5 tips to empathize with the client
How Zendesk Service helps you manage your customer portfolio
What is a customer portfolio for?
With the client portfolio, it is possible to prioritize and hierarchize contacts and personalize attention to generate new sales opportunities. In other words, good management of the client portfolio allows us to take advantage of the information to streamline loyalty efforts. For example, we could, among other things, analyze who the most frequent buyers are and, based on that information, offer them exclusive promotions.
Customer portfolio manag