Manage your client portfolio
Manage your client portfolio
By definition, a customer portfolio is a record of current and prospective buyers, which allows you to have information such as: who they are, contact information, when to contact them, purchasing possibilities, preferences, discounts or special payment methods.
Therefore, customer portfolio management is a series of methodologies applied by the company that aims to retain and keep customers satisfied. As a side effect, this involves generating sales through them.
5 Microtips for managing your client portfolio:
- Have a CRM system
- Keeping data up to date
- Maintain monthly contact
- Make your client feel unique
- Remember that your customers talk to each other, provide efficient service
“Happy customers are the best marketing strategy for your company”
Advantages of using a CRM
In definition, CRM (Customer Relationship Management) is a system designed to manage the relationship with customers and prospects in an organized manner, to respond appropriately to their needs.
CRM is a basic tool for a sales team, providing control, efficiency, knowledge and the status of the portfolio. Companies that use it seek to differentiate themselves from the competition through the use of the information they provide to their customers, getting closer to them and learning from each of their interactions.
Stop using blank sheets of paper, Excel workbooks and post-its, use the CRM tool; by concentrating the information of all your clients and prospects in one place, this will give you a 360° view to be able to work day by day.
5 Reasons to use CRM:
- Correct planning.
You can schedule all activities and events, either individually or as a team.
- Metrics visibility.
It is an excellent data repository, it will allow you to know: How many sales opportunities there are to close, who the seller is, conversion rate, etc.
- Development of marketing campaigns.
With the information you can perform analyses to determine strategies, promotions, define the media and carry out mailing campaigns.
- Keep a record.
You can save all the comments from conversations with your clients and prospects, which will allow you to know what to offer them and when to do it.
- Create loyalty.
Maintaining communication and constant marketing campaigns with customers provides them with a sense of belonging, they will feel more identified with the brand and will be more willing to buy and recommend.
Do you want to continue managing your client portfolio by memory, spreadsheets, Excel workbooks and Post-it notes? Or are you willing to have a 360° vision?