Customer Portfolio Management

Sales Training Program

The training develops your relationship managers capability to effectively cluster their customers on the basis of revenue and cost profiles, needs, preferences and expectations, how to manage risk and reward, and how to use these insights to develop a structured process for cross-selling and up-selling additional products and services to each category.

We will show your relationship managers how to segment potential markets to identify which customers to acquire, and to cluster existing customers with a view to offering differentiated value propositions supported by different relationship management strategies, and how to develop customer migration plans to move lower volume customers higher up the value ladder