The 8-Ball of Customer Portfolio Segmentation for Finance

A tool for finance leaders to unify disparate customer data with financial and strategic ROI If you've found yourself sweating in a smoky billiard room, wondering what role customer data should play in finance-as well as in your company's long-term strategy-this eBook will help you hone your pool shark skills. 

Inside, you'll find insights about….

  • How to identify patterns in your customer portfolio, and why it matters.
  • Avoiding four critical data billiard blunders.
  • Key questions to ask while you’re segmenting your data.
  • How to tell if your portfolio segmentation strategy is working with the right reporting. 



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