The Customer Portfolio gives you a combined overview of all your existing customers – with information such as total value won, number of deals, latest contact, win rate and development over time.
❔ How does it work?
With the customer portfolio you can easily:
- Identify your most valuable customers.
- Follow up on deal results and see how customer relationships develop.
- Discover potential for upselling or the need for follow-up.
- Filter and sort customers based on relevant criteria.
