{"id":46433,"date":"2025-05-15T14:11:50","date_gmt":"2025-05-15T12:11:50","guid":{"rendered":"https:\/\/moovago.com\/non-categorise\/7-tips-for-developing-your-customer-portfolio-in-2025\/"},"modified":"2025-11-19T15:11:04","modified_gmt":"2025-11-19T14:11:04","slug":"7-tips-for-developing-your-customer-portfolio-in-2025","status":"publish","type":"post","link":"https:\/\/moovago.com\/en\/prospecting-2\/7-tips-for-developing-your-customer-portfolio-in-2025\/","title":{"rendered":"7 tips for developing your customer portfolio in 2025"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"46433\" class=\"elementor elementor-46433 elementor-35271\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-06c296f e-con-full e-flex e-con e-parent\" data-id=\"06c296f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5d73027 elementor-widget elementor-widget-text-editor\" data-id=\"5d73027\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>For a traveling salesperson, developing a <a href=\"https:\/\/moovago.com\/blog\/crm\/quest-ce-quun-portefeuille-client\/\">customer portfolio<\/a> is at the heart of the job. More than a simple accumulation of contacts, it&#8217;s a strategic process requiring method, organization and rigorous follow-up. <\/p><p>In this comprehensive guide, discover how to structure your approach to the field, optimize your rounds and use the right tools to grow your customer portfolio.<\/p><p>Whether you&#8217;re an independent sales agent, a sales representative or a salaried sales representative, discover practical ways to boost your customer portfolio.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-993d414 elementor-widget elementor-widget-heading\" data-id=\"993d414\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">1. Define customer portfolio development priorities<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-759f7b3 elementor-widget elementor-widget-text-editor\" data-id=\"759f7b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Before you dive headlong into prospecting, let&#8217;s take a moment to define exactly what it means to &#8216;develop your customer portfolio&#8217; and how to approach it strategically.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-993ff5e elementor-widget elementor-widget-heading\" data-id=\"993ff5e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Expand your VS portfolio Increase sales revenue<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c1143c7 elementor-widget elementor-widget-text-editor\" data-id=\"c1143c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tAs the name implies, developing your customer portfolio literally means increasing the number of customers in your portfolio. This strategy enables companies to diversify their sources of revenue. \n\nHowever, increasing the number of customers is only one of the 3 levers of business development:\n<div style=\"background-color: #e5eef8; padding: 20px; border-radius: 8px; margin: 20px 0;\">\n<h3>\ud83d\udcda The 3 pillars of business development<\/h3>\n<ol>\n \t<li><strong>Increase the number of customers<\/strong>: Win new customers through active prospecting<\/li>\n \t<li><strong>Increase value per customer<\/strong>: Optimize the average basket of your existing customers<\/li>\n \t<li><strong>Increase conversion rates<\/strong>: Improve your sales efficiency<\/li>\n<\/ol>\n<\/div>\nA sales strategy can encompass several complementary levers: increasing the value of your existing accounts AND conquering new markets. This hybrid approach enables you to secure your current revenues while exploring new business opportunities. \n\nDepending on your sector, it may be more difficult to cold call new customers. Consider a complementary approach, based on recommendation or word-of-mouth encouragement, or implement up-selling or cross-selling strategies (we&#8217;ll come back to this a little further down). \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-11d4ef3 elementor-widget elementor-widget-heading\" data-id=\"11d4ef3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Understanding your market by defining your target clientele<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-598d6fd elementor-widget elementor-widget-text-editor\" data-id=\"598d6fd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>To develop your customer portfolio effectively, you need to know exactly who to target.<\/p><p>The<b>ICP<\/b> (Ideal Customer Profile, also known as the Buyer Persona) enables us to <a href=\"https:\/\/moovago.com\/blog\/prospection\/client-ideal\/\">define your ideal customer <\/a>according to various criteria: type of company, size, sector of activity, specific problems encountered.<\/p><p>To define your KPI, ask yourself these essential questions:<\/p><ul><li>What are their needs and issues?<\/li><li>What is their average budget?<\/li><li>What sectors do they work in?<\/li><li>What is their company size?<\/li><li>Who are the decision-makers?<\/li><\/ul><div> <\/div><p>With a <a href=\"https:\/\/moovago.com\/crm-commercial-terrain\/\">CRM designed for field sales representatives<\/a>, you can easily segment your customer file according to your own criteria (those of your personas) and thus adapt your sales approach to each type of prospect.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2c1d0f5 elementor-widget elementor-widget-heading\" data-id=\"2c1d0f5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2. Before expanding your customer portfolio: make sure it's healthy<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1981c9b elementor-widget elementor-widget-text-editor\" data-id=\"1981c9b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Now that you&#8217;ve defined your development strategy, let&#8217;s make sure that your current portfolio is ready for this growth. Because before you can conquer new territories, you need to consolidate your foundations. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1b4612b elementor-widget elementor-widget-heading\" data-id=\"1b4612b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">  Segment your base, the base<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4582e70 elementor-widget elementor-widget-text-editor\" data-id=\"4582e70\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Want to boost the development of your customer portfolio? Start by organizing the one you already have! Segmentation involves dividing your customer base into homogeneous groups sharing common characteristics. This approach enables you to tailor your sales approach to each segment to maximize your results.   <\/p><p>Classic segmentation criteria include :<\/p><ul><li><strong>Demographics<\/strong>: company size, sector of activity, seniority<\/li><li><strong>Behavioral<\/strong>: purchase frequency, average basket, loyalty<\/li><li><strong>Geographic<\/strong>: catchment areas, regions, departments<\/li><li><strong>Psychographic<\/strong>: values, purchasing motivations, decision-making profile<\/li><\/ul><div> <\/div><div><b style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji';\">Resource: <\/b><a style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji';\" href=\"https:\/\/moovago.com\/centre-daide\/tutoriels-segmentation\/presentation-segmentation\/\">examples of segmentation<\/a><\/div><div> <\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-97df863 elementor-widget elementor-widget-heading\" data-id=\"97df863\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">To enrich your portfolio, you need to have it to hand<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-992734b elementor-widget elementor-widget-text-editor\" data-id=\"992734b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Gone are the days of Excel files on the office computer! Today, your customer portfolio has to follow you everywhere. Centralizing information in a mobile CRM is a game-changer for field sales representatives.  <\/p><p class=\"whitespace-normal\">Just imagine: you&#8217;ve just come from a meeting at a customer&#8217;s premises, and you immediately enter your report, schedule the next action and consult who to see in the neighborhood. All from your smartphone! That&#8217;s the advantage of a <a href=\"https:\/\/moovago.com\/logiciel-suivi-client\/\">mobile CRM used for customer follow-up<\/a>, like Moovago.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f8c25e0 e-flex e-con-boxed e-con e-child\" data-id=\"f8c25e0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-de20476 e-con-full e-flex e-con e-child\" data-id=\"de20476\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b320552 elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"b320552\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Use cases<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d95e456 e-flex e-con-boxed e-con e-child\" data-id=\"d95e456\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-96e381f elementor-widget elementor-widget-text-editor\" data-id=\"96e381f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Expand your customer portfolio with Moovago<\/strong><\/p><p>Find the files of all your customers and prospects with for each one :  <\/p><ul><li>Contact information,<\/li><li>Businesses, documents and stages in the commercial process,<\/li><li>History of all your exchanges (appointments, reminders, etc.)<\/li><li>Customer segmentation at a glance,<\/li><li>Deposited samples,<\/li><li>And much, much more!<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21e7ccd elementor-widget elementor-widget-image\" data-id=\"21e7ccd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1300\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developpement-du-portefeuille-client.jpg\" class=\"attachment-full size-full wp-image-44932\" alt=\"customer portfolio development\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developpement-du-portefeuille-client.jpg 1300w, https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developpement-du-portefeuille-client-300x173.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developpement-du-portefeuille-client-1024x591.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developpement-du-portefeuille-client-768x443.jpg 768w\" sizes=\"(max-width: 1300px) 100vw, 1300px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eeaa1bb elementor-align-center elementor-widget elementor-widget-button\" data-id=\"eeaa1bb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/moovago.com\/essai-gratuit\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Try Moovago for free<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-50198fc elementor-widget elementor-widget-spacer\" data-id=\"50198fc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-790d733 elementor-widget elementor-widget-heading\" data-id=\"790d733\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">3. Acquisition techniques to develop your customer portfolio<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-62ec9c1 elementor-widget elementor-widget-text-editor\" data-id=\"62ec9c1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Is your portfolio now organized and centralized? Perfect! Now it&#8217;s time to go on the offensive and explore the acquisition techniques that will really get your business off the ground.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3804080 elementor-widget elementor-widget-heading\" data-id=\"3804080\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Mapping your customers: the heart of your field approach<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0565120 elementor-widget elementor-widget-text-editor\" data-id=\"0565120\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Geographically visualizing your customers and prospects allows you to quickly reveal untapped opportunities.<\/p><p class=\"whitespace-normal\">Areas with low commercial density offer immediate development potential, as do business clusters where proximity facilitates group visits.<\/p><p class=\"whitespace-normal\">Modern mapping goes beyond simple dots on a map. By color-coding your contacts (active customers, hot prospects, scheduled appointments, pending tasks), you create a visual dashboard of your sales activity. This approach lets you identify at a glance :  <\/p><ul class=\"[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc space-y-1.5 pl-7\"><li class=\"whitespace-normal break-words\">Conquering white zones<\/li><li class=\"whitespace-normal break-words\">Saturated areas where to optimize your efforts<\/li><li class=\"whitespace-normal break-words\">Group tour opportunities<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f0b903a e-flex e-con-boxed e-con e-child\" data-id=\"f0b903a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-8d58aae e-con-full e-flex e-con e-child\" data-id=\"8d58aae\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-302a809 elementor-widget__width-auto elementor-widget elementor-widget-heading\" data-id=\"302a809\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-heading-title elementor-size-default\">Use cases<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-688d3fa e-flex e-con-boxed e-con e-child\" data-id=\"688d3fa\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1fb6368 elementor-widget elementor-widget-text-editor\" data-id=\"1fb6368\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Google search integrated into Moovago<\/strong><\/p><p>Moovago integrates a unique feature: <strong>Google search directly on your business card<\/strong>! Enter an activity, a profession, a company name or a brand name, and instantly visualize these potential contacts. Access their contact details, approach them, then save them in your portfolio with a single click. From prospecting to integration, everything&#8217;s done from the same interface!  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f83bb51 elementor-widget elementor-widget-image\" data-id=\"f83bb51\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"462\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-son-portefeuille-client-avec-Moovago-1024x591.jpg\" class=\"attachment-large size-large wp-image-44940\" alt=\"develop your customer portfolio with Moovago\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-son-portefeuille-client-avec-Moovago-1024x591.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-son-portefeuille-client-avec-Moovago-300x173.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-son-portefeuille-client-avec-Moovago-768x443.jpg 768w, https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-son-portefeuille-client-avec-Moovago.jpg 1300w\" sizes=\"(max-width: 800px) 100vw, 800px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b390bea elementor-align-center elementor-widget elementor-widget-button\" data-id=\"b390bea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/moovago.com\/essai-gratuit\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Try Moovago for free<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df3ca32 elementor-widget elementor-widget-spacer\" data-id=\"df3ca32\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c53a7ba elementor-widget elementor-widget-heading\" data-id=\"c53a7ba\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Optimize your travel\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e36f8d4 elementor-widget elementor-widget-text-editor\" data-id=\"e36f8d4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">As a field sales representative, you spend a considerable amount of time on the road. An ill-prepared round can cost you precious minutes or even hours. <\/p><p class=\"whitespace-normal\">Intelligent round planning can significantly increase the number of productive visits per day. Route optimization reduces downtime and maximizes time spent with customers and prospects. <\/p><p class=\"whitespace-normal\">Before you even start your vehicle, you need to know :<\/p><ul class=\"[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc space-y-1.5 pl-7\"><li class=\"whitespace-normal break-words\">If your round is feasible within the timeframe (day, week, etc.).<\/li><li class=\"whitespace-normal break-words\">Your precise arrival times at each customer site.<\/li><li class=\"whitespace-normal break-words\">Waiting times between appointments to optimize your organization.<\/li><\/ul><div> <\/div><p class=\"whitespace-normal\">A good<a href=\"https:\/\/moovago.com\/logiciel-optimisation-tournee\/\">round optimization<\/a> tool can save up to 50% of time on organizing rounds, while automatically calculating the fastest route. That&#8217;s just as much time saved in developing your customer portfolio! <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8c2ba35 elementor-widget elementor-widget-heading\" data-id=\"8c2ba35\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Networking and referrals<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-46394dc elementor-widget elementor-widget-text-editor\" data-id=\"46394dc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Word-of-mouth remains your best sales tool! Your satisfied customers are your ambassadors: identify the right moment to ask for recommendations, but always do so after a successful sale. <\/p><p class=\"whitespace-normal\">Trade shows also concentrate your prospects: prepare your visit with precise objectives and ensure rapid post-event follow-up.<\/p><p class=\"whitespace-normal\"><b>Resource to discover: <\/b><a href=\"https:\/\/moovago.com\/blog\/prospection\/salons-agent-commercial\/\">Finding trade shows when you&#8217;re a sales representative,<\/a> <a href=\"https:\/\/www.ultiplace.com\/en\/actualite\/liste-salons-2025\" target=\"_blank\" rel=\"noopener\">List of trade shows 2025<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a8138d7 elementor-widget elementor-widget-heading\" data-id=\"a8138d7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Phoning<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-71e6a35 elementor-widget elementor-widget-text-editor\" data-id=\"71e6a35\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"flex-1 flex flex-col gap-3 px-4 max-w-3xl mx-auto w-full pt-1\"><div data-test-render-count=\"1\"><div><div class=\"group relative -tracking-[0.015em] pb-3\" data-is-streaming=\"false\"><div class=\"font-claude-message relative leading-[1.65rem] [&amp;_pre&gt;div]:bg-bg-000\/50 [&amp;_pre&gt;div]:border-0.5 [&amp;_pre&gt;div]:border-border-400 [&amp;_.ignore-pre-bg&gt;div]:bg-transparent [&amp;&gt;div&gt;div&gt;:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&amp;&gt;div&gt;div&gt;:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8\"><div><div class=\"grid-cols-1 grid gap-2.5 [&amp;_&gt;_*]:min-w-0\"><p class=\"whitespace-normal\">Contrary to popular belief, telephone and field sales are a winning combination when it comes to developing your customer portfolio! The two channels complement each other perfectly: <\/p><ul><li><strong>Preparing visits<\/strong>: A preliminary call qualifies the prospect and confirms interest. No more empty visits! <\/li><li><strong>Maximize your rounds<\/strong>: Turn the downtime between appointments into targeted telephone prospecting sessions. Your car becomes your second office. <\/li><li><strong>Post-visit follow-up<\/strong>: A follow-up call just after a visit keeps the relationship warm and increases your chances of conversion.<\/li><li><strong>Handling the unexpected<\/strong>: Last-minute cancellation? Convert this time slot into a productive phoning session rather than going home empty-handed. <\/li><\/ul><div> <\/div><p>This hybrid <a href=\"https:\/\/moovago.com\/blog\/prospection\/phoning-commercial\/\">field\/phoning<\/a> approach multiplies your points of contact and accelerates the development of a customer portfolio!<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80f359d elementor-widget elementor-widget-heading\" data-id=\"80f359d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">4. Successful visits to develop your customer portfolio<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0496444 elementor-widget elementor-widget-text-editor\" data-id=\"0496444\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You&#8217;ve identified your prospects and optimized your rounds. But how do you turn these opportunities into real customers? It all comes down to the sales call. Let&#8217;s discover together the keys to a successful appointment.   <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0422ad1 elementor-widget elementor-widget-heading\" data-id=\"0422ad1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Preparation: the key to a successful visit<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4644644 elementor-widget elementor-widget-text-editor\" data-id=\"4644644\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">You know the old adage: &#8220;A well-prepared visit is half the battle! The success of your sales meetings depends on how well you prepare before you ring the customer&#8217;s doorbell. Careful preparation transforms every visit into a development opportunity for your portfolio.  <\/p><p class=\"whitespace-normal\">With an <a href=\"https:\/\/moovago.com\/crm-commercial-independant\/\">effective mobile CRM<\/a>, all information is at your fingertips:<\/p><ol class=\"[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-decimal space-y-1.5 pl-7\"><li class=\"whitespace-normal break-words\">Consult the customer&#8217;s complete history from your smartphone (past exchanges and purchases, expectations, problems, etc.).<\/li><li class=\"whitespace-normal break-words\">Check the latest interactions and orders.<\/li><li class=\"whitespace-normal break-words\">Access your colleagues&#8217; notes.<\/li><li class=\"whitespace-normal break-words\">Identify cross-selling opportunities.<\/li><li class=\"whitespace-normal break-words\">Tailor your arguments and prepare for objections.<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9094069 elementor-widget elementor-widget-heading\" data-id=\"9094069\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Active listening and handling objections<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a6a0a08 elementor-widget elementor-widget-text-editor\" data-id=\"a6a0a08\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Developing your customer portfolio means first and foremost understanding your prospects&#8217; real needs. The SPIN method structures your discovery in four phases: <\/p><ul class=\"[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc space-y-1.5 pl-7\"><li class=\"whitespace-normal break-words\"><strong>Situation<\/strong>: Where is the company today?<\/li><li class=\"whitespace-normal break-words\"><strong>Problem<\/strong>: What challenges does it face?<\/li><li class=\"whitespace-normal break-words\"><strong>Implication<\/strong>: What are the consequences of these problems?<\/li><li class=\"whitespace-normal break-words\"><strong>Necessity<\/strong>: What solution would solve them?<\/li><\/ul><div> <\/div><p class=\"whitespace-normal\">This approach transforms objections into opportunities for constructive dialogue. Instead of seeing them as obstacles, consider them as requests for additional information to refine your value proposition. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e04561 elementor-widget elementor-widget-heading\" data-id=\"3e04561\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">At the meeting: adapt your style to your prospect's profile<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e53d346 elementor-widget elementor-widget-text-editor\" data-id=\"e53d346\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The preparation is done. Now it&#8217;s time for the art of the meeting! <\/p><p>Knowing how to identify and adapt to the profile of the buyer in front of you makes the difference between a productive visit and a meeting that goes nowhere. This adaptation of your communication improves the quality of the exchange and naturally facilitates the conclusion. A customer who feels understood is more likely to trust you!  <\/p><div style=\"background-color: #f0f8ff; padding: 20px; border-radius: 8px; margin: 20px 0;\"><b>\ud83d\udcd8 5-step guide : Making a success of your first customer visit<\/b><p> <\/p><ol><li><strong>The first 5 minutes<\/strong>: Create the link (weather, news, common ground)<\/li><li><strong>Discovery phase<\/strong>: 70% listening, 30% speaking<\/li><li><strong>Targeted presentation<\/strong>: Solutions tailored to your needs<\/li><li><strong>Managing objections<\/strong>: Turn obstacles into levers (see our <a href=\"https:\/\/moovago.com\/blog\/prospection\/soncas\/\">CAP SONCAS<\/a> guide to find out how to prepare effectively for your prospects&#8217; objections)<\/li><li><strong>Closing and follow-up<\/strong>: Validate next steps together<\/li><\/ol><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-795a47e elementor-widget elementor-widget-heading\" data-id=\"795a47e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">5. Strategies for developing existing customer portfolios<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a3e84b4 elementor-widget elementor-widget-text-editor\" data-id=\"a3e84b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Congratulations, you&#8217;ve made the sale! But be careful: now the real work begins. Developing your portfolio doesn&#8217;t stop at acquisition &#8211; you also need to nurture and grow your existing customers.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4b1a234 elementor-widget elementor-widget-heading\" data-id=\"4b1a234\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Maintaining a good post-sales relationship\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89ce108 elementor-widget elementor-widget-text-editor\" data-id=\"89ce108\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Signing a contract? It&#8217;s the beginning of a great story, not the end! \ud83e\udd1d A satisfied but forgotten customer quickly becomes a lost one.  <\/p><p>Never neglect the after-sales moments, congratulating yourself on a job well done:<\/p><ul><li>Continue to inspire confidence, and keep your promises,<\/li><li>Don&#8217;t disappear, just keep in touch,<\/li><li>Keep an eye out for potential up-selling or cross-selling opportunities.<\/li><\/ul><div> <\/div><p class=\"whitespace-normal\">These interactions maintain the bond, build trust and naturally pave the way for future sales. Program recurring tasks and automatic reminders on your smartphone or in your CRM: your follow-up becomes systematic without any extra effort! <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0e5dfcb elementor-widget elementor-widget-heading\" data-id=\"0e5dfcb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Why is loyalty a good way to grow your customer portfolio?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8f27c02 elementor-widget elementor-widget-text-editor\" data-id=\"8f27c02\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Here&#8217;s an inescapable business truth: acquiring a new customer costs 5 to 7 times more than retaining an existing one, according to a Forbes study! But the benefits don&#8217;t stop there. A loyal customer becomes your best lever for development:  <\/p><ul class=\"[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc space-y-1.5 pl-7\"><li class=\"whitespace-normal break-words\"><strong>Increased profitability<\/strong>: more <a href=\"https:\/\/moovago.com\/logiciel-suivi-chiffre-affaires\/\">sales<\/a> revenue through additional sales and upmarket positioning<\/li><li class=\"whitespace-normal break-words\"><strong>Lower management costs<\/strong>: Less negotiation, more trust, smoother transactions<\/li><li class=\"whitespace-normal break-words\"><strong>Natural referrals<\/strong>: Satisfied customers spontaneously recommend your services to their network.<\/li><\/ul><div> <\/div><p class=\"whitespace-normal\">This dynamic creates a virtuous circle: your loyal customers naturally fuel the development of your portfolio by becoming your ambassadors!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f5b61bf elementor-widget elementor-widget-heading\" data-id=\"f5b61bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">3 tips for easy referrals<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4fc8bf4 elementor-widget elementor-widget-text-editor\" data-id=\"4fc8bf4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Turn your customers into active prescribers? It&#8217;s possible with these three proven techniques: <\/p><ol><li><strong>Choose the right moment<\/strong> Ask for a recommendation just after a success: successful delivery, problem solved, objective achieved. Positive emotions are at their peak! <\/li><li><strong>Use the &#8220;who else&#8221; technique<\/strong> Ask this simple question: &#8220;Do you know anyone else who could benefit from this solution?&#8221; This open-ended formulation naturally facilitates recommendation. <\/li><li><strong>Set up incentives<\/strong> by rewarding your prescribers: discount on next order, corporate gift, or exclusive invitation. Recognition encourages repetition! <\/li><\/ol><div> <\/div><div>You can also share your achievements and successes on social networks, and tag your satisfied customer to generate a reaction on their part and therefore be visible to their network.<\/div><div style=\"background-color: #f0f8ff; padding: 20px; border-radius: 8px; margin: 20px 0;\"><h4>\ud83d\udca1 Tip<\/h4><p>Create a &#8220;Prescribers&#8221; category in your segmentation to identify them in their contact record. You&#8217;ll be able to filter your contacts to track their recommendations more easily. You&#8217;ll be able to measure the impact of your loyalty actions on the development of your portfolio!  <\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-98124e8 elementor-widget elementor-widget-heading\" data-id=\"98124e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">6. Optimizing sales time<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eaaf5cd elementor-widget elementor-widget-text-editor\" data-id=\"eaaf5cd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">All these strategies are excellent, but you still need to have the time to implement them! How can you do more with the same number of hours in the day? The answer: optimize every minute of your sales time.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-71309ff elementor-widget elementor-widget-heading\" data-id=\"71309ff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Round optimization<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4a806ff elementor-widget elementor-widget-text-editor\" data-id=\"4a806ff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Revolutionize your field organization with modern technology! <b>Optimization algorithms instantly calculate the ideal itinerary <\/b>by integrating multiple parameters: such as the appointments <span style=\"background-color: transparent;\">scheduled in your diary,<\/span><span style=\"background-color: transparent;\">the distance between these customers, estimated driving times and the <\/span><span style=\"background-color: transparent;\">dates of your rounds.<\/span> <\/p><p class=\"whitespace-normal\">This optimization <b>mechanically increases your effective selling time<\/b>. The result? More productive visits per day, fewer kilometers traveled, and a reduced carbon footprint!  <\/p><p class=\"whitespace-normal\">With Moovago, a sales rep can save up to 15% in road time and 50% in round planning time. That&#8217;s just as much extra time to develop your customer portfolio! \ud83d\ude97\ud83d\udca8  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-98640e9 elementor-widget elementor-widget-heading\" data-id=\"98640e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Speed up administrative tasks<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a1d21e7 elementor-widget elementor-widget-text-editor\" data-id=\"a1d21e7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Typing up your reports, updating your CRM, writing quotations&#8230; These indispensable tasks eat into your sales time. The solution? Intelligent automation!   <\/p><p>Here&#8217;s how to free up time for selling:<\/p><ul><li>Use pre-formatted templates for your reports<\/li><li>Activate voice input to dictate your notes in the car<\/li><li>Create reusable quote templates<\/li><li>Automate recurring customer reminders<\/li><\/ul><div style=\"background-color: #f0f8ff; padding: 20px; border-radius: 8px; margin: 20px 0;\"><h4>\ud83d\ude80 Check-list: Your optimal organization<\/h4><ul><li>Import your customer file in just a few clicks (free and 100% secure)<\/li><li>Configure the creation of reminders at regular intervals (daily \/ monthly \/ quarterly \/ yearly, etc.).<\/li><li>Use voice dictation for your reports<\/li><li>Use your calendar to include appointments in your rounds<\/li><li>Analyze your performance via dashboards (sales revenue or sales follow-up)<\/li><\/ul><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c184439 elementor-widget elementor-widget-text-editor\" data-id=\"c184439\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You&#8217;ve optimized your time and increased your sales efforts. But how do you know if all these efforts are bearing fruit? That&#8217;s where data-driven management comes in.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9d8985a elementor-widget elementor-widget-heading\" data-id=\"9d8985a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">7. Measure and manage portfolio development<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-938ff4f elementor-widget elementor-widget-text-editor\" data-id=\"938ff4f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>&#8220;What can&#8217;t be measured can&#8217;t be improved&#8221;! This golden rule of management applies perfectly to sales development. Without clear indicators, it&#8217;s impossible to know whether your efforts are bearing fruit. Find out how to turn your data into strategic decisions! \ud83d\udcca<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5097c1a elementor-widget elementor-widget-heading\" data-id=\"5097c1a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Essential business development KPIs<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e4aa1f9 elementor-widget elementor-widget-text-editor\" data-id=\"e4aa1f9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Developing your customer portfolio without measuring performance is like sailing without a compass! To effectively manage your growth, keep an eye on these essential <a href=\"https:\/\/moovago.com\/blog\/pilotage-commercial\/indicateurs-vente\/\">sales indicators<\/a>: <\/p><ol><li><strong>Sales<\/strong> revenue: the key indicator of the overall health of your business<\/li><li><strong>Sales growth rate<\/strong>: Reveals the dynamics of your development (monthly, quarterly, annual).<\/li><li><strong>Customer visit rate<\/strong>: Measures your field presence and contact frequency<\/li><li><strong>Transformation rate<\/strong>: Evaluates the effectiveness of your sales process (prospects \u2192 customers)<\/li><li><strong>Customer visit frequency<\/strong>: Ensures optimal follow-up of your existing portfolio<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc2da0a elementor-widget elementor-widget-heading\" data-id=\"cc2da0a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Customer portfolio analysis<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e0d1e49 elementor-widget elementor-widget-text-editor\" data-id=\"e0d1e49\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Regular analysis of your portfolio reveals hidden trends and development opportunities. Key points to watch: <\/p><ul class=\"[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc space-y-1.5 pl-7\"><li class=\"whitespace-normal break-words\">Average basket per customer<\/li><li>Number of new customers (overall + by target)<\/li><li class=\"whitespace-normal break-words\">Geographical breakdown of sales<\/li><li class=\"whitespace-normal break-words\">Flagship products \/ services<\/li><li>Favorite product mix<\/li><li class=\"whitespace-normal break-words\">Identifying dormant accounts to be reactivated<\/li><\/ul><div> <\/div><p class=\"whitespace-normal\">Without a suitable tool, these analyses become time-consuming and approximate. A <a href=\"https:\/\/moovago.com\/en\/sales-management\/sales-dashboards-a-complete-guide-to-effective-business-management\/\">commercial dashboard<\/a> automatically centralizes this data, giving you a clear, real-time view of your performance. <\/p><div style=\"background-color: #f0f8ff; padding: 20px; border-radius: 8px; margin: 20px 0;\"><h4>\ud83d\ude80 Pro tip<\/h4><p>Schedule a monthly review of your KPIs. With a good dashboard, 30 minutes is all it takes to identify areas for improvement and adjust your strategy! <\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dcb2731 elementor-widget elementor-widget-text-editor\" data-id=\"dcb2731\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Have these indicators convinced you of the importance of follow-up? Now you just need to choose the right tools to turn your good intentions into concrete results. Because without the right equipment, even the best strategy remains a dead letter.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fc25fdb elementor-widget elementor-widget-heading\" data-id=\"fc25fdb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">8. Equip yourself with the tools you need to develop your customer portfolio<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-95228db elementor-widget elementor-widget-heading\" data-id=\"95228db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Mobile CRM: your ally in the field<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-875667b elementor-widget elementor-widget-text-editor\" data-id=\"875667b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">An effective salesperson in 2025 is a connected salesperson! Mobile CRM turns your smartphone into a mobile office. With a solution like Moovago, you benefit from :  <\/p><ul class=\"[&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc space-y-1.5 pl-7\"><li class=\"whitespace-normal break-words\"><strong>Instant access<\/strong> to customer data, even offline \ud83d\udcf1<\/li><li class=\"whitespace-normal break-words\"><strong>On-the-spot data entry<\/strong> after each visit (no more oversights!)<\/li><li class=\"whitespace-normal break-words\"><strong>Automatic synchronization<\/strong> with the entire team in real time<\/li><li class=\"whitespace-normal break-words\"><strong>Integrated geolocation<\/strong> to optimize your travels<\/li><li class=\"whitespace-normal break-words\"><strong>Interactive map<\/strong> showing nearby opportunities<\/li><\/ul><div> <\/div><p class=\"whitespace-normal\">This mobility increases your reactivity: a prospect you meet by chance? Register it immediately! A customer nearby? Plan an impromptu visit! Your portfolio grows naturally thanks to this flexibility in the field.    <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-de90b7d elementor-widget elementor-widget-image\" data-id=\"de90b7d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"462\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-un-portefeuille-clients-1024x591.jpg\" class=\"attachment-large size-large wp-image-44944\" alt=\"develop a customer portfolio\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-un-portefeuille-clients-1024x591.jpg 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-un-portefeuille-clients-300x173.jpg 300w, https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-un-portefeuille-clients-768x443.jpg 768w, https:\/\/moovago.com\/wp-content\/uploads\/2025\/05\/developper-un-portefeuille-clients.jpg 1300w\" sizes=\"(max-width: 800px) 100vw, 800px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-902b7ca elementor-widget elementor-widget-heading\" data-id=\"902b7ca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Integration of monitoring tools<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c263ab4 elementor-widget elementor-widget-text-editor\" data-id=\"c263ab4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"whitespace-normal\">Stop scattering data! Juggling Excel, Google Maps, your diary and your paper notes&#8230; It&#8217;s time wasted and opportunities missed. Integrating all these functions into a single tool is a game-changer:   <\/p><p class=\"whitespace-normal\">\u2705 <strong>360\u00b0 vision of your portfolio<\/strong>: Customer history, current opportunities, sales achieved&#8230; all in one place<br>\u2705 <strong>Unified dashboards<\/strong>: Pilot your development without changing your interface<br>\u2705 <strong>Considerable time savings<\/strong>: No more double-entry, no more endless searches<br>\u2705 <strong>Data reliability<\/strong>: A single source of truth, always up to date<\/p><p class=\"whitespace-normal\">Moovago natively integrates business management, sales revenue tracking and analytical Dashboards. This all-in-one approach frees you from technical constraints, so you can concentrate on what&#8217;s most important: developing your customer portfolio! <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>For a traveling salesperson, developing a customer portfolio is at the heart of the job. More than a simple accumulation of contacts, it&#8217;s a strategic process requiring method, organization and rigorous follow-up. In this comprehensive guide, discover how to structure your approach to the field, optimize your rounds and use the right tools to grow [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":44948,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[597],"tags":[],"class_list":["post-46433","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-prospecting-2"],"_links":{"self":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/46433","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/comments?post=46433"}],"version-history":[{"count":1,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/46433\/revisions"}],"predecessor-version":[{"id":46435,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/46433\/revisions\/46435"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media\/44948"}],"wp:attachment":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media?parent=46433"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/categories?post=46433"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/tags?post=46433"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}