What is its importance for companies?

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A well-developed customer portfolio will allow you to keep track of your current and potential customers; with it you will have a focused and relevant record of information about each of them. But not only this, it also brings you other unmatched benefits.

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What is a customer portfolio and what is it used for?

How to build a client portfolio?
How to manage and maintain it?
What is a customer portfolio and what is it used for?
It is a registry that allows you to classify and sort current or potential clients of your company . It provides extensive knowledge about these people or organizations with which you have or seek to have a relationship, prioritizes contacts and facilitates the personalization of attention to improve business opportunities.

However, a customer portfolio is not just about having a database of current and potential customers, but also has three other functions:

Search for new sales opportunities
However, you must know how to use the customer portfolio. Remember that the data and information it provides you about your clients and leads are relevant, and you must use them to close sales.