Whiteboard Wednesdays: How to Segment Your Customer Portfolio


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 an effortless business management platform that empowers you to process more orders and handle more business. To learn more visit commonsku.com.