Guessing is not a strategy: How to build decision velocity with AI and real-time data
June 10, 2026 | Live Webinar
Custom Customer Portfolio Management
Mike Donoghue is a member of a multinational information technology corporation where he collaborates on the communications guidelines and customer relationship strategies affecting the interactions with internal and external clients. He has analyzed, defined, designed and overseen processes for various engagements including product usability and customer satisfaction, best practice enterprise standardization, relationship/branding structures, and distribution effectiveness and direction. He has also established corporate library solutions to provide frameworks for sales, marketing, training, and support divisions.
While you may think that more sophisticated tools, techniques and data would give someone the upper hand when it comes to marketing, today’s customer’s are considerably more savvy and have access to information that makes them more powerful than before. They’re almost as bad as marketers.
Harder to define and compartmentalize, the customer force is also not as easy to amaze or convince when it comes to products and services. They are also more likely than not to seek other vendors should they feel that they are not receiving the options, stability and convenience they believe they deserve.
Properly designed CRM approaches developed by firms to manage their clients seek to do this by providing unique services that are tailor-made to each customer’s specific needs, as opposed to cookie cutter methodologies. By applying these techniques, corporations can also locate the most lucrative client segments, plan and oversee specialized marketing campaigns, and customize service and support based on the needs of the customer. Doing so enables more strategic, efficient and profitable customer relationships to be are made that can endure various problems and changes.
Micro CRM
To effectively manage a body of customers requires borrowing a page from the books of portfolio management. Portfolio management reviews the procedures, …
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