Customer portfolio analysis is one of the key steps in each customer value management process. Metrics received with Portfolio-in-Sight form the foundation for the most informative dashboards required for portfolio segments management, customer actions stimulation, and profitable groups retention.
Various levels of this solution implementation allow setting up the managerial reporting system that reflects the current customer base status. Portfolio-in-Sight plays a crucial role in key problem identification. It also helps to implement an automated communication process within a campaign management program in order to increase effective interactions with customers while ensuring minimal company resources are used.