How to manage your customer portfolio in the digital age?

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You are a salesperson and you have thousands of lines of customer records in your Excel spreadsheet, and/or in your email box and/or on your laptop. This precious contact file corresponds to contacts that you sometimes had trouble convincing but faced with your sales talents, your ABM prospecting , your modern sales techniques, like good old SONCAS , With your no-nonsense pitch , your follow-ups and your perseverance, you have managed to transform these prospects into customers and thus obtain all the information you needed to feed your database .

A relationship has then been established between you. And as one customer calls another (word of mouth is probably the most formidable acquisition lever , when customer satisfaction and experience america cell phone number list are there), and the number of information and contacts increases, your Excel spreadsheet begins to show signs of weakness and makes you waste precious time, not only for you but also for those who wish to exploit it (sales assistant, marketing, ADV, customer support ... Sales Ops etc.)!



Does this scenario remind you of a daily life that you no longer want to experience this year? Rest assured, we will give you some information that can help you manage your customer portfolio, while adopting today's codes, including a modern sales process .

Indeed, since the health crisis, remote selling has become essential. It is a major change for many companies, but it is essential to support activity this year. According to CRM publisher Hubspot: 64% of sales managers with a remote sales strategy (and the tools that go with it to manage your portfolio) met or exceeded their revenue targets in 2020.