Whiteboard Wednesdays: How to Segment Your Customer Portfolio

Whiteboard Wednesdays
Written By Bobby Lehew
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Welcome to “Whiteboard Wednesdays” our fast and informative video series where we take complex ideas and make them simple!Our first topic was How to Set Sales Goals, and our second topic: What is CRM?

In this week’s episode, Catherine Graham, commonsku’s CEO, discusses how to segment your customer portfolio into buckets to help determine what the next action is, so that you can move sales along for each category of client or prospect:

commonsku is software specifically designed for the promotional products industry. It's a CRM, Order Management, and eCommerce platform wrapped up in one sophisticated hub. With software that intuitively connects distributors and suppliers, commonsku is like a breath of fresh air for your team. Learn more at commonsku.com

Bobby Lehew
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Episode 54: Introducing commonsku Collections!