Is it clear how to build a customer portfolio? We hope so! However, there is one important detail that you need to know: simply creating this tool is not enough. Good customer organization is essential to get the most out of this resource and, therefore, strengthen ties and promote loyalty.
Our suggestion is that you gain in-depth knowledge of the concept of CRM and its applications in the day-to-day running of a company.
To understand this topic, take a look at these posts:
CRM tool: what it is, main advantages and how to use the features it offers
CRM and customer management: sell more, more often, for longer
And to expand your knowledge, download now the “ Guide: occupant resident lists how to develop a sales process and its stages ”, create truly efficient sales flows and convert much more!
FAQ
What is a customer portfolio and why is it important for my business?
The customer portfolio is a type of registry that brings together active and inactive customers. This tool is important because it helps to strengthen relationships with those who are already part of the company's base, as well as create new ones and, therefore, increase sales volume and revenue.
What are the best strategies to capture customers and include them in my portfolio?
Some of the best strategies for capturing customers and including them in your portfolio are: active prospecting (going to potential customers at events and fairs, for example), adopting content marketing, exploring social networks and taking advantage of referrals from old customers.
How do I organize and manage my client portfolio effectively?
A CRM (Customer Relationship Management) system is the best tool for organizing and managing a customer portfolio. It is a software that, among the many features it offers, centralizes all data, information and interactions with customers in a single digital environment.
How do I identify customers with the greatest purchasing potential in my portfolio?
It is possible to identify customers with the most potential based on analyses such as purchase history, brand engagement and financial capacity. Customer segmentation also helps to identify the most qualified customers.
What tools can I use to automate the management of my customer portfolio?
To automate the management of your customer portfolio, you can use a CRM, a management system that provides a complete view of the sales pipeline and generates insights into new business opportunities.
You can also use data analysis solutions, such as those based on AI, and marketing automation to send emails and rich content.
What are the common mistakes when building a client portfolio and how can I avoid them?
The most common mistakes when building a customer portfolio are not segmenting the customer base and failing to update data and information regularly. Using a CRM system, aligned with strategic sales planning, helps to avoid these types of mistakes.