Portfolio management: monitor your customer base
The customer is the indispensable key player in your company. Their needs, desires, and satisfaction are at the core of your success. It's crucial to have a deep understanding of your customer base so you fully understand their world. By understanding them, you can not only better meet their current expectations, but also discover new opportunities to surprise them. It's like finding a treasure map full of upsell and cross-sell opportunities to take your business to new heights.
The following information may be relevant to describing your customer groups (better known as customer portfolio management):
To get a good picture, you need reliable and official company information. Next, we'll show you how to work with open the box this information can be obtained in a few steps.
Copy-paste VAT numbers or names of companies and entrepreneurs in openthebox and save this as a new entity group.
Would you prefer to automatically sync your customers with openthebox? Then contact us to discuss integration options.
Check out your customers now advanced search. You'll then see a range of common features that give you smart insights, such as:
- Financial: Which customers are the most profitable?
- Geographic: In which regions are there commercial opportunities?
- Activity: Which industries do your customers represent?
-...
The openthebox dashboard provides you with a lot of information. Do you want to get started with this yourself? Then export all data (such as address, name, NACE codes, number of employees, EBITDA,...) in a spreadsheet.
Now that you have a good idea of a customer group, you want to stay up to date with important changes at the individual level, such as:
- dismissal & appointment of new directors
- a merger proposal
- restructuring-
the opening of a new branch
-...
