Customer Portfolios provides a proprietary customer data analysis methodology that can uncover insight into trends and behaviors, both to drive revenue and to better understand customer lifecycle value.
The Portfolio Pathing methodology consists of two key areas of focus: the Lifecycle Phase and the Opportunity Phase.
The Lifecycle Phase delivers the Customer Profile to enable retailers to better understand the behaviors of their customers, such as:
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The number of actual customers that have purchased versus the number of prospects;
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Time between purchases;
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Time to lapse;
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The lifetime value of customers based on the number of prior purchases; and
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Acquisition and retention by season.
The Opportunity Phase provides a customer product purchase analysis to create a holistic view of customer purchasing behavior, delivering a “how-to” roadmap for increasing a customer’s value through segmented and targeted one-to-one lifecycle campaigns across online and offline channels
This phase also offers strategic insight that addresses factors such as future value creation and customer attrition risk.
Deliverables within Portfolio Pathing include:
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Customer Profile Table, offering a single view and understanding of each customer’s relationship with the brand;
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Baseline Metric Reports, business performance reports to monitor key performance metrics over time; and
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Behavior-Based Portfolio Segments with Personas, a series of actionable behavior-based segments to drive targeted communications.
