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Customer portfolio management

Optimize your business growth

We transform data into opportunities, and connections into lasting relationships. Discover the power of making informed decisions, drive retention, and turn every interaction into an opportunity for continuous growth.

Customer retention
We satisfy customer expectations and needs to strengthen loyalty and achieve continuous revenue over time.
Resource optimization
We segment and classify the customer portfolio to help efficiently allocate company resources.
Increased revenue and profitability
We identify opportunities for additional sales, upselling or cross-selling. To increase the profitability of the company

Customer management

A proprietary work methodology created based on our ten years of experience in the market. We know how to develop and manage customers so that they have a real impact on your sales, these are the precise steps we carry out to guarantee results and build customer loyalty.

Goal setting

We establish clear objectives for client portfolio management, including client retention, growth and satisfaction.

We classify and segment customers based on criteria such as value, behavior and needs to personalize strategies.

Customer identification

Data collection and analysis

We collect relevant data about customers to identify opportunities and trends

Campaign tracking

For us, transparency is an essential aspect, which is why our clients have four ways to observe our work.

Through a shared calendar we will bring you the agenda of new meetings with potential clients, in this way we will ensure your availability, good organization and easy management.

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Why Univer?

Because you can focus on other areas, skills and key activities of your company.
We have the necessary knowledge to offer unbeatable customer service and we know how to do good data analysis.
Reduce costs, with Univer you will be able to reduce costs in half
We provide you with access to technologies that improve operational efficiency and enable better customer management.

Request your quote

Fill out the form and we will send you a customized quote.

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