Why should you closely analyze your customer portfolio?

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That's a good question: after all, each of your salespeople is focused on their prospects and customers every day, and the sum of their knowledge gives you a good overview of your overall customer portfolio?

Certainly. However, analyzing your customer portfolio can bring many benefits to your business… and not necessarily where you think.

With a good customer portfolio analysis, you can…

Create your own customer typology , to better distribute the commercial malta phone number data actions to be carried out between your sales forces, according to their specialty
Improve your overall business strategy , based on what you know about your current targets
Feed your company's marketing strategy by sharing knowledge with your fellow marketers that will help them better promote your offers and generate more leads for you.
In short, an in-depth analysis of your current prospects and customers has the power to boost your business development , making it more efficient, but also more relevant to your targets. Tempting, isn't it?

The people to gather for your analysis phase
As you might expect, analysis means data; in this case, it's all the information your company has about its prospects, leads, and current customers. Your initial goal is to collect as much of this data as possible.

So, what better way to do this than to conduct this customer portfolio analysis project across your various departments? So, consider bringing together around a table:

Your salespeople
The marketing department
The after-sales service or customer relations department…
In short, take the time to ask any employee who knows your customers, directly or indirectly, and who is involved in their journey, to share with you the data they have on them. If your company has a CRM shared by these different divisions , bingo: you can access all this information without sending a single email!

6 questions to ask yourself to analyze your customer portfolio
Do you have all the key information you need about your prospects and customers? Now, ask yourself the following questions to help you analyze your customer portfolio.