{"id":48806,"date":"2021-07-16T11:25:23","date_gmt":"2021-07-16T09:25:23","guid":{"rendered":"https:\/\/moovago.com\/non-categorise\/what-is-a-customer-portfolio-definition-of-customer-portfolio\/"},"modified":"2025-11-26T10:11:59","modified_gmt":"2025-11-26T09:11:59","slug":"what-is-a-customer-portfolio-definition-of-customer-portfolio","status":"publish","type":"post","link":"https:\/\/moovago.com\/en\/crm-2\/what-is-a-customer-portfolio-definition-of-customer-portfolio\/","title":{"rendered":"What is a Customer Portfolio? Definition of Customer Portfolio"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"48806\" class=\"elementor elementor-48806 elementor-6755\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3844a99 e-flex e-con-boxed e-con e-parent\" data-id=\"3844a99\" 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-ad53656 elementor-widget elementor-widget-heading\" data-id=\"ad53656\" 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\">What is a 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-fd1e8d6 elementor-widget elementor-widget-text-editor\" data-id=\"fd1e8d6\" 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>A customer portfolio is a list containing a company&#8217;s current customers, as well as those who have already purchased a good or service from the company. Depending on the company&#8217;s wishes, it can also include <a href=\"https:\/\/moovago.com\/en\/prospecting-2\/what-is-a-potential-customer-definition-of-a-potential-customer\/\">potential customers<\/a> such as <a href=\"https:\/\/moovago.com\/en\/prospecting-2\/what-is-a-lead-lead-definition\/\">leads<\/a>, suspects and <a href=\"https:\/\/moovago.com\/en\/prospecting-2\/what-is-a-prospect-prospect-definition\/\">prospects<\/a>. <\/p><p>The company maintains this commercial file in order to maintain commercial relations with its customers and keep a record of their interactions.  <\/p><p>It is also known as a customer file or customer database.<\/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-21041ba elementor-widget elementor-widget-heading\" data-id=\"21041ba\" 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\">How does customer portfolio translate into English?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a538f3 elementor-widget elementor-widget-text-editor\" data-id=\"1a538f3\" 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;Portefeuille client&#8221; can be translated as &#8220;client portfolio&#8221;.<\/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-31a2137 elementor-widget elementor-widget-spacer\" data-id=\"31a2137\" 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<div class=\"elementor-element elementor-element-8aefa75 elementor-widget elementor-widget-heading\" data-id=\"8aefa75\" 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\">What is the purpose and importance of a 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-941d219 elementor-widget elementor-widget-text-editor\" data-id=\"941d219\" 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>Winning a new customer can cost a lot of time and money, whereas keeping an existing one is much simpler. The main aim of the customer portfolio is to maintain the business relationship between the company and the customer, so as to keep existing customers for as long as possible. <\/p><p>With information about the customer, such as age, title, profession and history of interactions with the company, the company will be able to communicate more precisely with the customer and anticipate their requests so that they are as satisfied as possible.<\/p><p>In addition, a customer portfolio enables the company to consolidate customer information and gain a more comprehensive overview of the company&#8217;s situation. It also enables the company to better organize and delegate tasks, because thanks to the interaction history, all the company&#8217;s employees have access to the same information and can help the customer in the same way. <\/p><p>A customer portfolio also enables you to segment your customers, creating different categories to understand what certain customer groups like and don&#8217;t like. By grouping information in one place, it&#8217;s easier to compile customer statistics and identify sales bottlenecks. <\/p><p>A customer portfolio can also include a <a href=\"https:\/\/moovago.com\/en\/prospecting-2\/what-is-prospecting-prospecting-definition\/\">prospecting<\/a> section. In this part, the company will keep information on potential customers and seek to win new ones. Thanks to the customer portfolio, which contains prospect information, the sales approach will be greatly facilitated, as the <a href=\"https:\/\/moovago.com\/en\/commercial\/what-is-a-sales-representative-definition-moovago\/\">sales representative<\/a> will know what the potential customer expects from the company.  <\/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-1d95408 elementor-widget elementor-widget-image\" data-id=\"1d95408\" 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=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-6-768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41870\" alt=\"dematerialized customer file\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-6-768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-6-300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-6.png 960w\" sizes=\"(max-width: 768px) 100vw, 768px\" 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-62e42d8 elementor-widget elementor-widget-spacer\" data-id=\"62e42d8\" 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<div class=\"elementor-element elementor-element-7ad625f elementor-widget elementor-widget-heading\" data-id=\"7ad625f\" 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\">How do you segment 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-a974420 elementor-widget elementor-widget-text-editor\" data-id=\"a974420\" 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>A customer portfolio needs to be segmented, i.e. divided according to customer characteristics. This segmentation will largely depend on the market in which the company operates, but there are 7 essential criteria to identify, whatever the company&#8217;s sector of activity. <\/p><ul><li>First name<\/li><li>Name<\/li><li>Email address<\/li><li>Phone number<\/li><li>Current status (Is he or she a customer, prospect or lead?)<\/li><li>Customer&#8217;s sector of activity<\/li><li>Interaction history<\/li><\/ul><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-64df1e1 elementor-widget elementor-widget-image\" data-id=\"64df1e1\" 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=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-1-768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41874\" alt=\"organize customer database\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-1-768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-1-300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-1.png 960w\" sizes=\"(max-width: 768px) 100vw, 768px\" 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-6478b5b elementor-widget elementor-widget-text-editor\" data-id=\"6478b5b\" 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>This is just the beginning of good segmentation, and you can add as much information as you like. However, we advise you to stop as soon as the information you gather has no bearing on your further interactions with your customer. <\/p><p>Here&#8217;s a non-exhaustive list to complete your customer portfolio.<\/p><ul><li>Civility<\/li><li>Age<\/li><li>Location<\/li><li>Contact preferences (e-mail, telephone&#8230;)<\/li><li>Number of purchases<\/li><li>Type of purchase<\/li><li>Replies to e-mails<\/li><li>Reminders and reminders<\/li><\/ul><div> <\/div><div>All this information is intended to support the company&#8217;s overall marketing strategy, and to help the company make better decisions with customers, so that they stay customers and enjoy interactions with the company for as long as possible. It also enables us to see whether our efforts are paying off, by looking at whether the number of customers is increasing, for example. <\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c9a85c3 e-con-full e-flex e-con e-child\" data-id=\"c9a85c3\" 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-3cc3ee3 elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-image\" data-id=\"3cc3ee3\" 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=\"600\" height=\"750\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-vierge-pdf.jpg\" class=\"attachment-full size-full wp-image-44692\" alt=\"blank prospect form pdf\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-vierge-pdf.jpg 600w, https:\/\/moovago.com\/wp-content\/uploads\/2024\/11\/fiche-prospect-vierge-pdf-240x300.jpg 240w\" sizes=\"(max-width: 600px) 100vw, 600px\" 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<div class=\"elementor-element elementor-element-c01e326 e-flex e-con-boxed e-con e-child\" data-id=\"c01e326\" 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-eb94a02 elementor-widget elementor-widget-heading\" data-id=\"eb94a02\" 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<h4 class=\"elementor-heading-title elementor-size-default\">Organize your customer portfolio efficiently<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f18dc5b elementor-widget elementor-widget-text-editor\" data-id=\"f18dc5b\" 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>Our simple prospect sheet lets you centralize essential information on your corporate customers and their contacts.<\/p><p>Easily track your interactions and identify sales opportunities.<\/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-4edd3aa elementor-align-center elementor-widget elementor-widget-button\" data-id=\"4edd3aa\" 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=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6NDY4ODUsInRvZ2dsZSI6ZmFsc2V9\">\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\">Download prospect sheet<\/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\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f5fc140 elementor-widget elementor-widget-spacer\" data-id=\"f5fc140\" 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<div class=\"elementor-element elementor-element-e6a5d5c elementor-widget elementor-widget-heading\" data-id=\"e6a5d5c\" 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\">How do you manage 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-d58f930 elementor-widget elementor-widget-text-editor\" data-id=\"d58f930\" 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>Managing a customer portfolio can be complicated. No matter how vigilant you are, customer information tends to scatter quickly, and it&#8217;s always hard to keep track of it all. <\/p><p>First of all, we advise you to gather all customer information in one place, as this makes it easier to manage and share information between team members. The more information there is, the more complicated it is to manage the 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-fe5597b elementor-widget elementor-widget-image\" data-id=\"fe5597b\" 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=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-2-768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41878\" alt=\"paper or digital customer file\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-2-768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-2-300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-2.png 960w\" sizes=\"(max-width: 768px) 100vw, 768px\" 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-ce75456 elementor-widget elementor-widget-text-editor\" data-id=\"ce75456\" 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>A customer portfolio is really effective when all the company&#8217;s employees enter information into it. This means being methodical and never letting a piece of information linger in the back of your mind. <\/p><p>We do not recommend the paper-based method of gathering this information, as it could be lost forever.<\/p><p>The digital method offers many advantages, not least the sharing of information and the ease of transporting this data on your phone.<\/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-168dd92 elementor-widget elementor-widget-spacer\" data-id=\"168dd92\" 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<div class=\"elementor-element elementor-element-67ee2e3 elementor-widget elementor-widget-heading\" data-id=\"67ee2e3\" 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\">What software and applications should you use for 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-5bf1b43 elementor-widget elementor-widget-text-editor\" data-id=\"5bf1b43\" 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>When the customer portfolio is small (less than 100 people) and you work alone, you can use <a href=\"https:\/\/www.microsoft.com\/fr-fr\/microsoft-365\/excel\" target=\"_blank\" rel=\"noopener\">Excel<\/a>. It&#8217;s very practical, as it allows you to quickly take stock of the situation, and can be easily modified. <\/p><p>It also provides a solid basis for understanding and seeing what you need before moving on to specialized software. However, if you&#8217;re not an Excel expert, keeping <a style=\"background-color: #ffffff;\" href=\"https:\/\/moovago.com\/en\/crm-2\/what-is-a-customer-file-definition-of-customer-file\/\">your customer file<\/a> up to date can quickly become complicated and confusing. <\/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-5b37ab2 elementor-widget elementor-widget-image\" data-id=\"5b37ab2\" 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=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41882\" alt=\"Excel customer file\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/07\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-.png 960w\" sizes=\"(max-width: 768px) 100vw, 768px\" 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-7743d7f elementor-widget elementor-widget-text-editor\" data-id=\"7743d7f\" 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><\/p>\n<p>There&#8217;s a type of <a href=\"https:\/\/moovago.com\/logiciel-suivi-client\/\">customer care software<\/a> that allows you to manage your customer portfolio simply and efficiently. This is also known as Customer Relationship Management (CRM) software. <\/p>\n<p>91% of companies with more than 11 employees use CRM software (Algoworks), and that&#8217;s normal. CRM software enables a company to optimize interactions and relationships with customers, prospects, suspects, users, partners, employees and suppliers. This monitoring and relationship-building enables the company to better understand its partners&#8217; expectations. This will help the company win new customers, build loyalty and improve its organization.   <\/p>\n<p>CRM software needs to be adapted to the type of organization, size and market of the company using it. The CRM software market is very large, and there are many different solutions (at least 600 different software packages), so finding the right CRM software can be complicated. We&#8217;ve put together a list of 5 software solutions, each with its own strengths and weaknesses.  <\/p>\n<ul>\n<li>Moovago: suitable for sales agents, independent sales representatives, field sales representatives, sales agencies and SMEs.<\/li>\n<\/ul>\n<ul>\n<li>Hubspot: suitable for communications and marketing agencies.<\/li>\n<\/ul>\n<ul>\n<li>Axonaut: suitable for large companies.<\/li>\n<\/ul>\n<ul>\n<li>Pipedrive: adapted for sedentary salespeople.<\/li>\n<\/ul>\n<ul>\n<li>SalesForce: adapted for very large companies<\/li>\n<\/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-b4aa83e elementor-widget elementor-widget-spacer\" data-id=\"b4aa83e\" 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<div class=\"elementor-element elementor-element-28446a4 elementor-widget elementor-widget-heading\" data-id=\"28446a4\" 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\">How do I buy a 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-09aa7f6 elementor-widget elementor-widget-text-editor\" data-id=\"09aa7f6\" 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 customer portfolio is just a container that needs to be fed. Even if the customer portfolio is big it&#8217;s not important, it&#8217;s the quality of the information inside that&#8217;s valuable. You need to collect information while complying with RGPD. To obtain a customer portfolio, you have the choice between doing it yourself with the information you have and creating prospecting campaigns to obtain new information or buying a customer portfolio directly from a service provider.   <\/p><p>Data already collected by the company and belonging to it is essential. This includes customer first and last names, sales and order histories, and recent contacts with prospects and customers. In short, all the information that a company&#8217;s employees keep in their heads, in their files and on scraps of paper can be retrieved to feed your customer portfolio.  <\/p><p>Some of this information can be purchased from service providers who offer customer portfolios. Before purchasing this information, we advise you to take stock of your current customers, to understand who might be interested in your company and the products and services it offers. <\/p><p><b>Resource: Find out more about<a href=\"https:\/\/www.fichier-prospection.fr\/achat-fichier-client\/\" target=\"_blank\" rel=\"noopener\">buying a customer file<\/a>.<\/b><\/p>\t\t\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<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>What is a customer portfolio? A customer portfolio is a list containing a company&#8217;s current customers, as well as those who have already purchased a good or service from the company. Depending on the company&#8217;s wishes, it can also include potential customers such as leads, suspects and prospects. The company maintains this commercial file in [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":41886,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[632],"tags":[],"class_list":["post-48806","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-2"],"_links":{"self":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48806","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/comments?post=48806"}],"version-history":[{"count":1,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48806\/revisions"}],"predecessor-version":[{"id":48808,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48806\/revisions\/48808"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media\/41886"}],"wp:attachment":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media?parent=48806"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/categories?post=48806"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/tags?post=48806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}