Tracking lost customers
It helps you keep track of lost customers by providing all the information you need to contact, win back, and retain them.
Now that you know the concept and importance of the customer portfolio, it's time for you to learn how to build it. Are you ready?
To build a client portfolio from scratch, you need to take the following aspects into consideration:
Define who really interests you
First, you need to define your market and your ideal customer armenia phone number list as thoroughly as possible .
This doesn't mean you have to close this indefinitely, but it is important to have this definition in place at the beginning so you can later expand your potential market in terms of, for example, geographic areas or interests.
Depending on the function of the customer portfolio , the data in it may vary; however, there is vital information that you should have. And this is:
Products and/or services they have purchased.
Billing data.
The purpose of this collected data is to provide a greater possibility of contacting these people, keeping them close and keeping them visible for future promotions and offers.
In addition, visualizing information helps you evaluate your relationship with each of them and prioritize certain contacts.
Segment niches of potential clients.